DFIVX vs. IDVO
Compare and contrast key facts about DFA International Value Portfolio (DFIVX) and Amplify International Enhanced Dividend Income ETF (IDVO).
DFIVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 14, 1994. IDVO is an actively managed fund by Amplify Investments. It was launched on Sep 8, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIVX or IDVO.
Correlation
The correlation between DFIVX and IDVO is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
DFIVX vs. IDVO - Performance Comparison
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Key characteristics
DFIVX:
16.71%
IDVO:
4.03%
DFIVX:
-65.67%
IDVO:
0.00%
DFIVX:
0.00%
IDVO:
0.00%
Returns By Period
DFIVX
14.90%
8.90%
11.78%
12.60%
18.20%
5.83%
IDVO
N/A
N/A
N/A
N/A
N/A
N/A
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DFIVX vs. IDVO - Expense Ratio Comparison
DFIVX has a 0.30% expense ratio, which is lower than IDVO's 0.65% expense ratio.
Risk-Adjusted Performance
DFIVX vs. IDVO — Risk-Adjusted Performance Rank
DFIVX
IDVO
DFIVX vs. IDVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Value Portfolio (DFIVX) and Amplify International Enhanced Dividend Income ETF (IDVO). 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
DFIVX vs. IDVO - Dividend Comparison
DFIVX's dividend yield for the trailing twelve months is around 3.46%, while IDVO has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIVX DFA International Value Portfolio | 3.46% | 3.94% | 4.40% | 3.78% | 4.27% | 2.43% | 3.70% | 3.31% | 2.85% | 3.37% | 3.45% | 4.89% |
IDVO Amplify International Enhanced Dividend Income ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFIVX vs. IDVO - Drawdown Comparison
The maximum DFIVX drawdown since its inception was -65.67%, which is greater than IDVO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DFIVX and IDVO. For additional features, visit the drawdowns tool.
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Volatility
DFIVX vs. IDVO - Volatility Comparison
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