YYY vs IQDG
Comparison between AMPLIFY CEF HIGH INCOME ETF (YYY, ETF) and WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF).
5-Year PerformanceIQDG has outperformed YYY, delivering a return of +3.5% compared to +2.7%
YYY vs IQDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YYY
$712M
Winner
IQDG
$714M
Expense Ratio
YYY
3.23%
Winner
IQDG
0.42%
Max Drawdown
YYY
59.65%
Winner
IQDG
38.31%
Sharpe Ratio
Winner
YYY
0.78
IQDG
0.47
5Y Beta
Winner
YYY
0.53
IQDG
0.78
5Y Dividends CAGR
YYY
0.00%
Winner
IQDG
4.12%
YYY vs IQDG - Holdings Comparison
YYY and IQDG have 1 common holdings. Overlap is 0.00%
YYY's top 25 holdings weight is 61.79%. IQDG's top 25 holdings weight is 51.77%.
| Rank | YYY | IQDG |
|---|---|---|
| #1 | ABERDEEN TOTAL DYNAMIC DIVIDEND FUND (AOD) - 3.57% | TOYOTA MOTOR CORP (n/a) - 4.64% |
| #2 | TORTOISE ENERGY INFRASTRUCTURE CORP (TYG) - 3.57% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.29% |
| #3 | ROYCE SMALL-CAP TRUST INC (RVT) - 3.56% | BP PLC (n/a) - 3.24% |
| #4 | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 3.48% | n/a (n/a) - 3.22% |
| #5 | BLACKROCK ESG CAPITAL ALLOCATION TRUST (ECAT) - 3.24% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.03% |
| #6 | ABRDN HEALTHCARE INVESTORS (HQH) - 3.19% | ASTRAZENECA PLC (AZN:XLON) - 2.62% |
| #7 | DOUBLELINE INCOME SOLUTIONS FUND (DSL) - 3.15% | DEUTSCHE TELEKOM AG (n/a) - 2.56% |
| #8 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 3.03% | ING GROEP NV (n/a) - 2.51% |
| #9 | n/a (IGR) - 2.78% | NOVO NORDISK AS CLASS B (n/a) - 2.43% |
| #10 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.76% | ASML HOLDING NV (n/a) - 2.39% |
| #11 | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.72% | L'OREAL SA (n/a) - 2.18% |
| #12 | ABRDN INCOME CREDIT STRATEGIES FUND (ACP) - 2.62% | GSK PLC (n/a) - 1.97% |
| #13 | PIMCO ACCESS INCOME FUND (PAXS) - 2.56% | VOLVO AB CLASS B (n/a) - 1.86% |
| #14 | BLACKROCK DEBT STRATEGIES FUND INC (DSU) - 2.39% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.85% |
| #15 | ABRDN ASIA-PACIFIC INCOME (FAX) - 2.36% | DEUTSCHE POST AG (n/a) - 1.71% |
| #16 | FS SPECIALTY LENDING FUND (FSSL) - 2.22% | LLOYDS BANKING GROUP PLC (n/a) - 1.64% |
| #17 | ABRDN LIFE SCIENCES INVESTORS (HQL) - 2.01% | TOKYO ELECTRON LTD (n/a) - 1.53% |
| #18 | INVESCO SENIOR INCOME TRUST (VVR) - 1.81% | ABB LTD (n/a) - 1.44% |
| #19 | KKR INCOME OPPORTUNITIES FUND (KIO) - 1.81% | SCHNEIDER ELECTRIC SE (n/a) - 1.39% |
| #20 | ABERDEEN INDIA FUND, INC (IFN) - 1.80% | AIR LIQUIDE SA (n/a) - 1.18% |
| #21 | BLACKROCK FLOAT RATE STRAT (FRA) - 1.54% | SAP SE (n/a) - 1.10% |
| #22 | SABA CAPITAL INCOME & OPPORTUNITIES FUND (BRW) - 1.42% | MURATA MANUFACTURING CO LTD (n/a) - 1.07% |
| #23 | BLACKROCK TECH AND PRIVATE EQUITY TERM (BTX) - 1.41% | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.06% |
| #24 | NUVEEN REAL ASSET INCOME AND GROWTH (JRI) - 1.40% | IMPERIAL BRANDS PLC (n/a) - 0.93% |
| #25 | WESTERN ASSET HIGH INCOME FUND II INC (HIX) - 1.39% | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.93% |
| Total Holdings | 63 | 265 |
YYY vs IQDG - Historical Returns
Returns include dividend reinvestment.
1M
YYY
-1.50%
Winner
IQDG
+0.64%
3M
YYY
+1.38%
Winner
IQDG
+1.54%
6M
YYY
+2.81%
Winner
IQDG
+4.44%
1Y
Winner
YYY
+10.54%
IQDG
+10.44%
5Y(CAGR)
YYY
+2.73%
Winner
IQDG
+3.51%
10Y(CAGR)
YYY
+5.45%
Winner
IQDG
+7.34%
Max(CAGR)
YYY
+5.77%
Winner
IQDG
+7.78%
YYY vs IQDG - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | YYY | IQDG |
|---|---|---|
| 2026 | +2.64% | +1.11% |
| 2025 | +12.27% | +24.27% |
| 2024 | +11.16% | -1.92% |
| 2023 | +11.07% | +19.90% |
| 2022 | -22.00% | -20.28% |
| 2021 | +14.86% | +10.95% |
| 2020 | -1.24% | +15.51% |
| 2019 | +20.23% | +30.60% |
| 2018 | -10.11% | -16.98% |
| 2017 | +13.66% | +30.63% |
| 2016 | +16.17% | -1.95% |
| 2015 | -7.94% | N/A |
| 2014 | +2.13% | N/A |
| 2013 | +11.35% | N/A |
| 2012 | +13.80% | N/A |
YYY vs IQDG Drawdown Comparison
The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.
The current YYY drawdown is -2.68%. The current IQDG drawdown is -4.88%.
| Rank | YYY | IQDG |
|---|---|---|
| #1 | -42.52% Feb 20, 2020 - Feb 8, 2021 | -35.00% Aug 13, 2021 - Jul 12, 2024 |
| #2 | -27.96% Jul 2, 2021 - Sep 24, 2024 | -31.35% Jan 17, 2020 - Aug 17, 2020 |
| #3 | -26.28% May 29, 2014 - Mar 1, 2017 | -24.70% Jan 26, 2018 - Dec 13, 2019 |
| #4 | -14.22% Oct 2, 2018 - Mar 13, 2019 | -18.12% Sep 26, 2024 - Jun 2, 2025 |
| #5 | -13.47% Feb 18, 2025 - Jun 3, 2025 | -12.35% Feb 25, 2026 - Mar 20, 2026 |
| #6 | -10.33% Apr 1, 2013 - Dec 24, 2013 | -10.79% Apr 20, 2016 - Mar 15, 2017 |
| #7 | -8.85% Sep 14, 2012 - Dec 19, 2012 | -7.70% Jul 12, 2024 - Aug 21, 2024 |
| #8 | -8.07% Feb 18, 2026 - Apr 30, 2026 | -7.57% Oct 12, 2020 - Nov 9, 2020 |
| #9 | -6.21% Jun 21, 2012 - Jul 3, 2012 | -6.62% Jul 23, 2025 - Sep 18, 2025 |
| #10 | -5.40% Dec 4, 2024 - Feb 18, 2025 | -5.56% Oct 6, 2025 - Dec 10, 2025 |
| #11 | -5.04% Jan 26, 2018 - Oct 2, 2018 | -5.52% Feb 16, 2021 - Apr 9, 2021 |
| #12 | -4.90% Dec 19, 2012 - Jan 24, 2013 | -5.31% Aug 23, 2024 - Sep 26, 2024 |
| #13 | -4.38% Jan 22, 2014 - Feb 14, 2014 | -4.50% Jan 26, 2021 - Feb 16, 2021 |
| #14 | -4.19% Feb 1, 2013 - Mar 20, 2013 | -3.64% Sep 2, 2020 - Sep 16, 2020 |
| #15 | -3.81% May 3, 2019 - Jun 17, 2019 | -3.42% Jun 14, 2021 - Jul 12, 2021 |
Correlation
Correlation between YYY and IQDG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2012 - 2026)
YYY vs IQDG dividend yield comparison.
| Year | YYY | IQDG |
|---|---|---|
| 2026 | 5.33% | 0.09% |
| 2025 | 12.51% | 2.28% |
| 2024 | 12.50% | 2.60% |
| 2023 | 12.39% | 1.76% |
| 2022 | 12.36% | 4.18% |
| 2021 | 9.08% | 2.67% |
| 2020 | 9.79% | 1.65% |
| 2019 | 9.10% | 1.95% |
| 2018 | 9.73% | 1.96% |
| 2017 | 8.16% | 1.71% |
| 2016 | 10.34% | 1.35% |
| 2015 | 10.77% | 0.00% |
| 2014 | 9.54% | 0.00% |
| 2013 | 5.14% | 0.00% |
| 2012 | 4.47% | 0.00% |
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