DOL vs. DIVO
Compare and contrast key facts about WisdomTree International LargeCap Dividend Fund (DOL) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
DOL and DIVO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DOL is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International LargeCap Dividend Index. It was launched on Jun 16, 2006. 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: DOL or DIVO.
Correlation
The correlation between DOL and DIVO is 0.68, 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.
Performance
DOL vs. DIVO - Performance Comparison
Key characteristics
DOL:
0.36
DIVO:
1.78
DOL:
0.56
DIVO:
2.54
DOL:
1.07
DIVO:
1.33
DOL:
0.46
DIVO:
2.85
DOL:
1.39
DIVO:
10.73
DOL:
3.17%
DIVO:
1.51%
DOL:
12.25%
DIVO:
9.09%
DOL:
-60.79%
DIVO:
-30.04%
DOL:
-9.59%
DIVO:
-5.67%
Returns By Period
In the year-to-date period, DOL achieves a 3.02% return, which is significantly lower than DIVO's 15.55% return.
DOL
3.02%
-2.41%
-2.63%
5.64%
4.01%
4.03%
DIVO
15.55%
-2.54%
6.32%
17.46%
11.08%
N/A
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DOL vs. DIVO - Expense Ratio Comparison
DOL has a 0.48% expense ratio, which is lower than DIVO's 0.55% expense ratio.
Risk-Adjusted Performance
DOL vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International LargeCap Dividend Fund (DOL) 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
DOL vs. DIVO - Dividend Comparison
DOL's dividend yield for the trailing twelve months is around 3.77%, less than DIVO's 4.66% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WisdomTree International LargeCap Dividend Fund | 3.77% | 4.02% | 4.47% | 3.58% | 2.82% | 3.50% | 4.03% | 3.17% | 3.58% | 3.66% | 5.02% | 3.20% |
Amplify CWP Enhanced Dividend Income ETF | 4.66% | 4.67% | 4.76% | 4.79% | 4.92% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DOL vs. DIVO - Drawdown Comparison
The maximum DOL drawdown since its inception was -60.79%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for DOL and DIVO. For additional features, visit the drawdowns tool.
Volatility
DOL vs. DIVO - Volatility Comparison
WisdomTree International LargeCap Dividend Fund (DOL) has a higher volatility of 3.42% compared to Amplify CWP Enhanced Dividend Income ETF (DIVO) at 3.14%. This indicates that DOL's price experiences larger fluctuations and is considered to be riskier than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.