DTD vs. DIVO
Compare and contrast key facts about WisdomTree U.S. Total Dividend Fund (DTD) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
DTD and DIVO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DTD is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. 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: DTD or DIVO.
Key characteristics
| DTD | DIVO | |
|---|---|---|
| YTD Return | 5.11% | 5.50% |
| 1Y Return | 16.96% | 12.55% |
| 3Y Return (Ann) | 8.03% | 7.69% |
| 5Y Return (Ann) | 9.93% | 11.21% |
| Sharpe Ratio | 1.48 | 1.37 |
| Daily Std Dev | 10.62% | 8.34% |
| Max Drawdown | -58.20% | -30.04% |
| Current Drawdown | -3.28% | -2.01% |
Correlation
The correlation between DTD and DIVO is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DTD vs. DIVO - Performance Comparison
In the year-to-date period, DTD achieves a 5.11% return, which is significantly lower than DIVO's 5.50% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DTD vs. DIVO - Expense Ratio Comparison
DTD has a 0.28% expense ratio, which is lower than DIVO's 0.55% expense ratio.
Risk-Adjusted Performance
DTD vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Total Dividend Fund (DTD) 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
DTD vs. DIVO - Dividend Comparison
DTD's dividend yield for the trailing twelve months is around 2.35%, less than DIVO's 4.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTD WisdomTree U.S. Total Dividend Fund | 2.35% | 2.43% | 2.62% | 2.04% | 2.73% | 2.50% | 2.93% | 2.36% | 2.66% | 2.81% | 2.42% | 2.38% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.19% | 4.67% | 4.76% | 4.79% | 4.85% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DTD vs. DIVO - Drawdown Comparison
The maximum DTD drawdown since its inception was -58.20%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for DTD and DIVO. For additional features, visit the drawdowns tool.
Volatility
DTD vs. DIVO - Volatility Comparison
WisdomTree U.S. Total Dividend Fund (DTD) has a higher volatility of 3.20% compared to Amplify CWP Enhanced Dividend Income ETF (DIVO) at 2.31%. This indicates that DTD'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.