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IBHC vs. DIVO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBHC and DIVO is 0.41, 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.


-0.50.00.51.00.4

Performance

IBHC vs. DIVO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2023 Term High Yield & Income ETF (IBHC) and Amplify CWP Enhanced Dividend Income ETF (DIVO). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember0
6.88%
IBHC
DIVO

Key characteristics

Returns By Period


IBHC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DIVO

YTD

16.78%

1M

-3.20%

6M

6.88%

1Y

17.41%

5Y*

11.27%

10Y*

N/A

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IBHC vs. DIVO - Expense Ratio Comparison

IBHC has a 0.35% expense ratio, which is lower than DIVO's 0.55% expense ratio.


DIVO
Amplify CWP Enhanced Dividend Income ETF
Expense ratio chart for DIVO: current value at 0.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.55%
Expense ratio chart for IBHC: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Risk-Adjusted Performance

IBHC vs. DIVO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2023 Term High Yield & Income ETF (IBHC) 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.


Sharpe ratio
No data
The chart of Calmar ratio for IBHC, currently valued at 0.00, compared to the broader market0.005.0010.0015.000.003.13
IBHC
DIVO


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-1.00
1.97
IBHC
DIVO

Dividends

IBHC vs. DIVO - Dividend Comparison

IBHC has not paid dividends to shareholders, while DIVO's dividend yield for the trailing twelve months is around 4.61%.


TTM2023202220212020201920182017
IBHC
iShares iBonds 2023 Term High Yield & Income ETF
0.00%4.16%3.02%4.27%5.51%3.68%0.00%0.00%
DIVO
Amplify CWP Enhanced Dividend Income ETF
4.61%4.67%4.76%4.79%4.92%8.16%5.27%3.83%

Drawdowns

IBHC vs. DIVO - Drawdown Comparison


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.32%
-4.67%
IBHC
DIVO

Volatility

IBHC vs. DIVO - Volatility Comparison

The current volatility for iShares iBonds 2023 Term High Yield & Income ETF (IBHC) is 0.00%, while Amplify CWP Enhanced Dividend Income ETF (DIVO) has a volatility of 3.14%. This indicates that IBHC experiences smaller price fluctuations and is considered to be less risky than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%JulyAugustSeptemberOctoberNovemberDecember0
3.14%
IBHC
DIVO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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