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NDIV vs SPY

Comparison between Amplify Natural Resources Dividend Income ETF (NDIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

NDIV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NDIV
$26M
Winner
SPY
$781B
Expense Ratio
NDIV
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
NDIV
20.81%
SPY
56.47%
Sharpe Ratio
Winner
NDIV
1.15
SPY
1.12
5Y Beta
Winner
NDIV
0.61
SPY
1.00
P/E Ratio
Winner
NDIV
24.34
SPY
28.53
Forward P/E
Winner
NDIV
9.80
SPY
21.47
PEG Ratio
NDIV
0.27
SPY
N/A
5Y Dividends CAGR
NDIV
N/A
SPY
6.00%
5Y EPS CAGR
NDIV
N/A
SPY
25.58%
Debt to Equity
NDIV
N/A
SPY
32.09%
P/S Ratio
Winner
NDIV
0.98
SPY
3.75
P/B Ratio
Winner
NDIV
1.88
SPY
5.64

NDIV vs SPY - Holdings Comparison

NDIV and SPY have 2 common holdings. Overlap is -0.07%

NDIV's top 25 holdings weight is 83.60%. SPY's top 25 holdings weight is 51.74%.

RankNDIVSPY
#1
ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 6.64%
NVIDIA CORP (NVDA) - 7.89%
#2
FLEX LNG LTD (FLNG) - 5.41%
APPLE INC (AAPL) - 7.37%
#3
KINETIK HOLDINGS INC (KNTK) - 4.73%
MICROSOFT CORP (MSFT) - 4.50%
#4
EASTMAN CHEMICAL CO (EMN) - 4.65%
AMAZON.COM INC (AMZN) - 3.82%
#5
SYLVAMO CORP ORDINARY SHARES WHEN ISSUED (SLVM) - 4.59%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
SOUTH BOW CORP (n/a) - 4.37%
BROADCOM INC (AVGO) - 2.86%
#7
BARRICK MINING CORP (n/a) - 4.30%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ANGLOGOLD ASHANTI PLC (AU) - 3.78%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
DIVERSIFIED ENERGY CO (DEC) - 3.58%
TESLA INC (TSLA) - 1.70%
#10
ENBRIDGE INC (n/a) - 3.47%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ONEOK INC (OKE) - 3.41%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
PEMBINA PIPELINE CORP (n/a) - 3.41%
ELI LILLY AND CO (LLY) - 1.40%
#13
NORTHERN OIL & GAS INC (NOG) - 3.22%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 3.11%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
TC ENERGY CORP (TRP) - 2.73%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ANTERO MIDSTREAM CORP (AM) - 2.72%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
PATTERSON-UTI ENERGY INC (PTEN) - 2.52%
VISA INC CLASS A (V) - 0.90%
#18
BP PLC ADR (BP) - 2.45%
WALMART INC (WMT) - 0.76%
#19
TOTALENERGIES SE (TTE) - 2.43%
INTEL CORP (INTC) - 0.75%
#20
CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.33%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.27%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
NOBLE CORP PLC CLASS A (NE) - 2.25%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
MACH NATURAL RESOURCES LP (MNR) - 2.03%
ABBVIE INC (ABBV) - 0.66%
#24
DORCHESTER MINERALS LP (DMLP) - 1.62%
CATERPILLAR INC (CAT) - 0.65%
#25
KIMBELL ROYALTY PARTNERS LP (KRP) - 1.58%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings59505

NDIV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NDIV
+4.79%
SPY
+0.63%
3M
NDIV
+1.21%
Winner
SPY
+4.46%
6M
Winner
NDIV
+20.76%
SPY
+7.67%
1Y
Winner
NDIV
+25.18%
SPY
+17.68%
5Y(CAGR)
NDIV
N/A
SPY
+12.42%
10Y(CAGR)
NDIV
N/A
SPY
+14.84%
Max(CAGR)
Winner
NDIV
+14.71%
SPY
+8.44%

NDIV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNDIVSPY
2026+30.98%+8.63%
2025+1.03%+18.00%
2024+5.96%+25.59%
2023+18.17%+26.72%
2022+1.80%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NDIV vs SPY Drawdown Comparison

The maximum drawdown for NDIV was -19.72%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NDIV drawdown is -3.65%. The current SPY drawdown is -2.57%.

RankNDIVSPY
#1-19.72%
Jan 21, 2025 - Jul 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.41%
Aug 25, 2022 - Nov 8, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.10%
Jan 26, 2023 - Aug 30, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.54%
May 18, 2026 - Jul 1, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.70%
Jul 10, 2025 - Jan 21, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.90%
Nov 22, 2024 - Jan 16, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.03%
Sep 14, 2023 - Nov 30, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.37%
Nov 30, 2022 - Jan 10, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.31%
Apr 9, 2024 - Oct 3, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.28%
Mar 27, 2026 - May 5, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.21%
Dec 26, 2023 - Mar 11, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.31%
Oct 7, 2024 - Nov 21, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.19%
Dec 1, 2023 - Dec 18, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.09%
Nov 15, 2022 - Nov 30, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.33%
Nov 8, 2022 - Nov 11, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NDIV and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

NDIV vs SPY dividend yield comparison.

YearNDIVSPY
20264.81%0.50%
20255.64%1.07%
20245.88%1.21%
20237.37%1.40%
20221.69%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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