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YYY vs LTPZ

Comparison between AMPLIFY CEF HIGH INCOME ETF (YYY, ETF) and PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF).

5-Year PerformanceYYY has outperformed LTPZ, delivering a return of +3.3% compared to -7.0%

YYY vs LTPZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
YYY
$728M
LTPZ
$725M
Expense Ratio
YYY
3.23%
Winner
LTPZ
0.20%
Max Drawdown
YYY
59.65%
Winner
LTPZ
49.62%
Sharpe Ratio
Winner
YYY
0.67
LTPZ
-0.38
5Y Beta
YYY
0.53
Winner
LTPZ
0.16
5Y Dividends CAGR
YYY
0.00%
Winner
LTPZ
4.04%

YYY vs LTPZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
YYY
+1.07%
LTPZ
+0.55%
3M
Winner
YYY
+1.49%
LTPZ
-1.84%
6M
Winner
YYY
+2.63%
LTPZ
-5.31%
1Y
Winner
YYY
+8.94%
LTPZ
-1.08%
5Y(CAGR)
Winner
YYY
+3.34%
LTPZ
-6.99%
10Y(CAGR)
Winner
YYY
+5.15%
LTPZ
-0.24%
Max(CAGR)
Winner
YYY
+5.92%
LTPZ
+2.78%

YYY vs LTPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearYYYLTPZ
2026+6.03%-2.44%
2025+12.27%+4.01%
2024+11.16%-4.68%
2023+11.07%-0.38%
2022-22.00%-30.10%
2021+14.86%+6.50%
2020-1.24%+22.87%
2019+20.23%+16.97%
2018-10.11%-6.49%
2017+13.66%+8.23%
2016+16.17%+8.48%
2015-7.94%-10.16%
2014+2.13%+18.77%
2013+11.35%-18.74%
2012+13.80%+11.89%
2011N/A+25.70%
2010N/A+8.56%
2009N/A+3.24%

YYY vs LTPZ Drawdown Comparison

The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The maximum drawdown for LTPZ was -40.96%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current YYY drawdown is -0.96%. The current LTPZ drawdown is -34.76%.

RankYYYLTPZ
#1-42.52%
Feb 20, 2020 - Feb 8, 2021
-40.96%
Nov 9, 2021 - Oct 19, 2023
#2-27.96%
Jul 2, 2021 - Sep 24, 2024
-22.67%
Dec 10, 2012 - Jul 5, 2016
#3-26.28%
May 29, 2014 - Mar 1, 2017
-22.60%
Mar 6, 2020 - Apr 15, 2020
#4-14.22%
Oct 2, 2018 - Mar 13, 2019
-13.15%
Sep 7, 2016 - May 29, 2019
#5-13.47%
Feb 18, 2025 - Jun 3, 2025
-12.85%
Nov 2, 2010 - Jul 11, 2011
#6-10.33%
Apr 1, 2013 - Dec 24, 2013
-11.65%
Jan 4, 2021 - Jul 15, 2021
#7-8.85%
Sep 14, 2012 - Dec 19, 2012
-7.24%
Aug 29, 2019 - Jan 27, 2020
#8-8.07%
Feb 18, 2026 - Apr 30, 2026
-7.05%
Apr 28, 2020 - Jul 20, 2020
#9-6.21%
Jun 21, 2012 - Jul 3, 2012
-5.98%
Aug 10, 2011 - Nov 1, 2011
#10-5.40%
Dec 4, 2024 - Feb 18, 2025
-5.85%
Nov 30, 2009 - May 4, 2010
#11-5.04%
Jan 26, 2018 - Oct 2, 2018
-5.67%
Jul 24, 2012 - Oct 4, 2012
#12-4.90%
Dec 19, 2012 - Jan 24, 2013
-4.63%
Aug 4, 2020 - Dec 31, 2020
#13-4.38%
Jan 22, 2014 - Feb 14, 2014
-4.50%
Jan 31, 2012 - Apr 26, 2012
#14-4.19%
Feb 1, 2013 - Mar 20, 2013
-4.23%
Oct 27, 2021 - Nov 8, 2021
#15-3.81%
May 3, 2019 - Jun 17, 2019
-3.71%
Sep 14, 2021 - Oct 26, 2021

Correlation

Correlation between YYY and LTPZ is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2009 - 2026)

YYY vs LTPZ dividend yield comparison.

YearYYYLTPZ
20267.38%4.87%
202512.51%4.64%
202412.50%3.71%
202312.39%3.71%
202212.36%8.38%
20219.08%3.56%
20209.79%1.42%
20199.10%1.74%
20189.73%3.05%
20178.16%2.25%
201610.34%2.32%
201510.77%0.71%
20149.54%1.77%
20135.14%1.28%
20124.47%1.58%
20110.00%3.62%
20100.00%2.51%
20090.00%0.80%

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