Correlation
The correlation between BPLEX and DIVO is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
BPLEX vs. DIVO
Compare and contrast key facts about Boston Partners Long/Short Equity Fund (BPLEX) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
BPLEX is managed by Boston Partners. It was launched on Nov 16, 1998. DIVO is an actively managed fund by Amplify Investments. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPLEX or DIVO.
Performance
BPLEX vs. DIVO - Performance Comparison
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Key characteristics
BPLEX:
1.15
DIVO:
0.97
BPLEX:
1.54
DIVO:
1.36
BPLEX:
1.22
DIVO:
1.20
BPLEX:
1.28
DIVO:
1.05
BPLEX:
5.31
DIVO:
3.97
BPLEX:
2.58%
DIVO:
3.21%
BPLEX:
12.76%
DIVO:
14.07%
BPLEX:
-43.47%
DIVO:
-30.04%
BPLEX:
-0.92%
DIVO:
-1.89%
Returns By Period
In the year-to-date period, BPLEX achieves a 6.01% return, which is significantly higher than DIVO's 3.79% return.
BPLEX
6.01%
2.65%
0.96%
14.54%
11.36%
15.82%
7.70%
DIVO
3.79%
3.42%
-1.53%
13.53%
9.75%
13.22%
N/A
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BPLEX vs. DIVO - Expense Ratio Comparison
BPLEX has a 2.21% expense ratio, which is higher than DIVO's 0.55% expense ratio.
Risk-Adjusted Performance
BPLEX vs. DIVO — Risk-Adjusted Performance Rank
BPLEX
DIVO
BPLEX vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Equity Fund (BPLEX) and Amplify CWP Enhanced Dividend Income ETF (DIVO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BPLEX vs. DIVO - Dividend Comparison
BPLEX's dividend yield for the trailing twelve months is around 27.70%, more than DIVO's 4.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPLEX Boston Partners Long/Short Equity Fund | 27.70% | 29.36% | 28.35% | 15.19% | 5.11% | 44.84% | 11.33% | 9.69% | 0.83% | 0.00% | 9.91% | 9.61% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.76% | 4.70% | 4.67% | 4.76% | 4.79% | 4.92% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% |
Drawdowns
BPLEX vs. DIVO - Drawdown Comparison
The maximum BPLEX drawdown since its inception was -43.47%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for BPLEX and DIVO.
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Volatility
BPLEX vs. DIVO - Volatility Comparison
The current volatility for Boston Partners Long/Short Equity Fund (BPLEX) is 2.84%, while Amplify CWP Enhanced Dividend Income ETF (DIVO) has a volatility of 3.09%. This indicates that BPLEX experiences smaller price fluctuations and is considered to be less risky than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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