BSM vs. DIVO
Compare and contrast key facts about Black Stone Minerals, L.P. (BSM) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
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: BSM or DIVO.
Correlation
The correlation between BSM and DIVO is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BSM vs. DIVO - Performance Comparison
Key characteristics
BSM:
0.31
DIVO:
0.97
BSM:
0.57
DIVO:
1.43
BSM:
1.07
DIVO:
1.18
BSM:
0.35
DIVO:
1.47
BSM:
1.08
DIVO:
4.29
BSM:
5.27%
DIVO:
2.31%
BSM:
18.14%
DIVO:
10.15%
BSM:
-75.58%
DIVO:
-30.04%
BSM:
-2.58%
DIVO:
-3.76%
Returns By Period
In the year-to-date period, BSM achieves a 7.53% return, which is significantly higher than DIVO's 1.81% return.
BSM
7.53%
2.34%
6.28%
4.99%
38.02%
N/A
DIVO
1.81%
-2.45%
1.39%
10.32%
16.33%
N/A
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Risk-Adjusted Performance
BSM vs. DIVO — Risk-Adjusted Performance Rank
BSM
DIVO
BSM vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Black Stone Minerals, L.P. (BSM) 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.
Dividends
BSM vs. DIVO - Dividend Comparison
BSM's dividend yield for the trailing twelve months is around 9.80%, more than DIVO's 4.78% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
BSM Black Stone Minerals, L.P. | 9.80% | 10.96% | 11.90% | 9.13% | 7.74% | 10.18% | 11.64% | 8.61% | 6.69% | 5.86% | 2.94% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.78% | 4.70% | 4.67% | 4.76% | 4.79% | 4.92% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% |
Drawdowns
BSM vs. DIVO - Drawdown Comparison
The maximum BSM drawdown since its inception was -75.58%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for BSM and DIVO. For additional features, visit the drawdowns tool.
Volatility
BSM vs. DIVO - Volatility Comparison
Black Stone Minerals, L.P. (BSM) and Amplify CWP Enhanced Dividend Income ETF (DIVO) have volatilities of 4.35% and 4.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.