YYY vs HEWJ
Comparison between AMPLIFY CEF HIGH INCOME ETF (YYY, ETF) and ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ, ETF).
5-Year PerformanceHEWJ has outperformed YYY, delivering a return of +21.6% compared to +2.9%
YYY vs HEWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YYY
$734M
Winner
HEWJ
$734M
Expense Ratio
YYY
3.23%
Winner
HEWJ
0.49%
Max Drawdown
YYY
59.65%
Winner
HEWJ
37.42%
Sharpe Ratio
YYY
0.80
Winner
HEWJ
2.05
5Y Beta
Winner
YYY
0.53
HEWJ
1.01
5Y Dividends CAGR
YYY
0.00%
Winner
HEWJ
30.82%
YYY vs HEWJ - Holdings Comparison
YYY and HEWJ have 0 common holdings. Overlap is 0.00%
YYY's top 25 holdings weight is 62.53%. HEWJ's top 25 holdings weight is 100.00%.
| Rank | YYY | HEWJ |
|---|---|---|
| #1 | ABERDEEN TOTAL DYNAMIC DIVIDEND FUND (AOD) - 3.66% | JPY/USD PURCHASED (n/a) - 319.78% |
| #2 | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 3.58% | ISHARES MSCI JAPAN ETF (EWJ) - 99.65% |
| #3 | ROYCE SMALL-CAP TRUST INC (RVT) - 3.57% | CASH OFFSET (n/a) - 2.86% |
| #4 | TORTOISE ENERGY INFRASTRUCTURE CORP (TYG) - 3.49% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.00% |
| #5 | BLACKROCK ESG CAPITAL ALLOCATION TRUST (ECAT) - 3.35% | USD CASH (n/a) - -1.73% |
| #6 | DOUBLELINE INCOME SOLUTIONS FUND (DSL) - 3.21% | JPY/USD SOLD (n/a) - -320.56% |
| #7 | ABRDN HEALTHCARE INVESTORS (HQH) - 3.19% | N/A |
| #8 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 3.08% | N/A |
| #9 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.81% | N/A |
| #10 | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.77% | N/A |
| #11 | CBRE CLARION GLOBAL REAL ESTATE INCOME FUND (IGR) - 2.73% | N/A |
| #12 | PIMCO ACCESS INCOME FUND (PAXS) - 2.65% | N/A |
| #13 | ABRDN INCOME CREDIT STRATEGIES FUND (ACP) - 2.63% | N/A |
| #14 | BLACKROCK DEBT STRATEGIES FUND INC (DSU) - 2.40% | N/A |
| #15 | ABERDEEN ASIA-PACIFIC INCOME FUND INC (FAX) - 2.39% | N/A |
| #16 | FS SPECIALTY LENDING FUND (FSSL) - 2.24% | N/A |
| #17 | ABRDN LIFE SCIENCES INVESTORS (HQL) - 2.01% | N/A |
| #18 | INVESCO SENIOR INCOME TRUST (VVR) - 1.87% | N/A |
| #19 | KKR INCOME OPPORTUNITIES FUND (KIO) - 1.84% | N/A |
| #20 | ABERDEEN INDIA FUND, INC (IFN) - 1.78% | N/A |
| #21 | BLACKROCK FLOAT RATE STRAT (FRA) - 1.55% | N/A |
| #22 | BLACKROCK TECH AND PRIVATE EQUITY TERM (BTX) - 1.47% | N/A |
| #23 | SABA CAPITAL INCOME & OPPORTUNITIES FUND (BRW) - 1.44% | N/A |
| #24 | WESTERN ASSET HIGH INCOME FUND II INC (HIX) - 1.42% | N/A |
| #25 | NUVEEN REAL ASSET INCOME AND GROWTH (JRI) - 1.40% | N/A |
| Total Holdings | 60 | 6 |
YYY vs HEWJ - Historical Returns
Returns include dividend reinvestment.
1M
YYY
+0.86%
Winner
HEWJ
+5.32%
3M
YYY
+4.71%
Winner
HEWJ
+13.04%
6M
YYY
+5.45%
Winner
HEWJ
+21.71%
1Y
YYY
+11.25%
Winner
HEWJ
+53.82%
5Y(CAGR)
YYY
+2.91%
Winner
HEWJ
+21.59%
10Y(CAGR)
YYY
+5.69%
Winner
HEWJ
+16.96%
Max(CAGR)
YYY
+5.88%
Winner
HEWJ
+14.34%
YYY vs HEWJ - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | YYY | HEWJ |
|---|---|---|
| 2026 | +4.28% | +20.84% |
| 2025 | +12.27% | +30.04% |
| 2024 | +11.16% | +25.12% |
| 2023 | +11.07% | +35.83% |
| 2022 | -22.00% | -4.22% |
| 2021 | +14.86% | +14.41% |
| 2020 | -1.24% | +9.12% |
| 2019 | +20.23% | +20.80% |
| 2018 | -10.11% | -14.88% |
| 2017 | +13.66% | +19.55% |
| 2016 | +16.17% | +1.29% |
| 2015 | -7.94% | +8.29% |
| 2014 | +2.13% | +20.54% |
| 2013 | +11.35% | N/A |
| 2012 | +13.80% | N/A |
YYY vs HEWJ Drawdown Comparison
The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for HEWJ was -31.53%, occurring on Mar 16, 2020. Recovery took 192 trading sessions.
The current YYY drawdown is -1.12%.
| Rank | YYY | HEWJ |
|---|---|---|
| #1 | -42.52% Feb 20, 2020 - Feb 8, 2021 | -31.53% Feb 6, 2020 - Nov 9, 2020 |
| #2 | -27.96% Jul 2, 2021 - Sep 24, 2024 | -29.57% Aug 10, 2015 - Oct 10, 2017 |
| #3 | -26.28% May 29, 2014 - Mar 1, 2017 | -21.57% Jan 23, 2018 - Feb 6, 2020 |
| #4 | -14.22% Oct 2, 2018 - Mar 13, 2019 | -20.90% Jul 10, 2024 - Jun 27, 2025 |
| #5 | -13.47% Feb 18, 2025 - Jun 3, 2025 | -16.03% Sep 13, 2021 - Nov 25, 2022 |
| #6 | -10.33% Apr 1, 2013 - Dec 24, 2013 | -11.19% Sep 26, 2014 - Oct 31, 2014 |
| #7 | -8.85% Sep 14, 2012 - Dec 19, 2012 | -10.37% Feb 25, 2026 - May 8, 2026 |
| #8 | -8.07% Feb 18, 2026 - Apr 30, 2026 | -8.93% Jun 1, 2015 - Aug 10, 2015 |
| #9 | -6.21% Jun 21, 2012 - Jul 3, 2012 | -8.77% Dec 5, 2014 - Feb 13, 2015 |
| #10 | -5.40% Dec 4, 2024 - Feb 18, 2025 | -8.12% Nov 25, 2022 - Mar 3, 2023 |
| #11 | -5.04% Jan 26, 2018 - Oct 2, 2018 | -7.89% Mar 6, 2014 - Jun 4, 2014 |
| #12 | -4.90% Dec 19, 2012 - Jan 24, 2013 | -7.45% Sep 19, 2023 - Nov 17, 2023 |
| #13 | -4.38% Jan 22, 2014 - Feb 14, 2014 | -7.23% Mar 8, 2023 - Apr 17, 2023 |
| #14 | -4.19% Feb 1, 2013 - Mar 20, 2013 | -6.97% Apr 5, 2021 - Sep 2, 2021 |
| #15 | -3.81% May 3, 2019 - Jun 17, 2019 | -5.17% Mar 21, 2024 - May 20, 2024 |
Correlation
Correlation between YYY and HEWJ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2012 - 2026)
YYY vs HEWJ dividend yield comparison.
| Year | YYY | HEWJ |
|---|---|---|
| 2026 | 5.25% | 0.00% |
| 2025 | 12.51% | 5.10% |
| 2024 | 12.50% | 2.20% |
| 2023 | 12.39% | 2.02% |
| 2022 | 12.36% | 47.68% |
| 2021 | 9.08% | 2.03% |
| 2020 | 9.79% | 1.20% |
| 2019 | 9.10% | 2.78% |
| 2018 | 9.73% | 1.37% |
| 2017 | 8.16% | 1.21% |
| 2016 | 10.34% | 1.88% |
| 2015 | 10.77% | 3.25% |
| 2014 | 9.54% | 2.15% |
| 2013 | 5.14% | 0.00% |
| 2012 | 4.47% | 0.00% |
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