Correlation
The correlation between EALCX and DIVO is 0.78, 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.
EALCX vs. DIVO
Compare and contrast key facts about Eaton Vance Growth Fund (EALCX) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
EALCX is managed by Eaton Vance. It was launched on Sep 9, 2002. 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: EALCX or DIVO.
Performance
EALCX vs. DIVO - Performance Comparison
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Key characteristics
EALCX:
0.52
DIVO:
0.78
EALCX:
0.89
DIVO:
1.04
EALCX:
1.12
DIVO:
1.15
EALCX:
0.59
DIVO:
0.78
EALCX:
1.97
DIVO:
2.93
EALCX:
6.51%
DIVO:
3.21%
EALCX:
24.58%
DIVO:
14.07%
EALCX:
-50.16%
DIVO:
-30.04%
EALCX:
-5.78%
DIVO:
-3.18%
Returns By Period
In the year-to-date period, EALCX achieves a -1.79% return, which is significantly lower than DIVO's 2.42% return.
EALCX
-1.79%
8.10%
-0.58%
11.83%
20.64%
15.62%
13.35%
DIVO
2.42%
3.55%
-1.34%
10.62%
10.23%
13.56%
N/A
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EALCX vs. DIVO - Expense Ratio Comparison
EALCX has a 1.05% expense ratio, which is higher than DIVO's 0.55% expense ratio.
Risk-Adjusted Performance
EALCX vs. DIVO — Risk-Adjusted Performance Rank
EALCX
DIVO
EALCX vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Growth Fund (EALCX) 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
EALCX vs. DIVO - Dividend Comparison
EALCX's dividend yield for the trailing twelve months is around 7.17%, more than DIVO's 4.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EALCX Eaton Vance Growth Fund | 7.17% | 7.04% | 9.15% | 5.74% | 8.49% | 6.99% | 9.02% | 14.01% | 4.91% | 1.92% | 4.35% | 9.87% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.78% | 4.70% | 4.67% | 4.76% | 4.79% | 4.91% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% |
Drawdowns
EALCX vs. DIVO - Drawdown Comparison
The maximum EALCX drawdown since its inception was -50.16%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for EALCX and DIVO.
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Volatility
EALCX vs. DIVO - Volatility Comparison
Eaton Vance Growth Fund (EALCX) has a higher volatility of 5.09% compared to Amplify CWP Enhanced Dividend Income ETF (DIVO) at 2.79%. This indicates that EALCX'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.
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