IDVO vs. DFIVX
Compare and contrast key facts about Amplify International Enhanced Dividend Income ETF (IDVO) and DFA International Value Portfolio (DFIVX).
IDVO is an actively managed fund by Amplify Investments. It was launched on Sep 8, 2022. DFIVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 14, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDVO or DFIVX.
Correlation
The correlation between IDVO and DFIVX 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
IDVO vs. DFIVX - Performance Comparison
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Key characteristics
IDVO:
4.03%
DFIVX:
16.71%
IDVO:
0.00%
DFIVX:
-65.67%
IDVO:
0.00%
DFIVX:
0.00%
Returns By Period
IDVO
N/A
N/A
N/A
N/A
N/A
N/A
DFIVX
14.90%
8.90%
11.78%
12.60%
18.20%
5.83%
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IDVO vs. DFIVX - Expense Ratio Comparison
IDVO has a 0.65% expense ratio, which is higher than DFIVX's 0.30% expense ratio.
Risk-Adjusted Performance
IDVO vs. DFIVX — Risk-Adjusted Performance Rank
IDVO
DFIVX
IDVO vs. DFIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify International Enhanced Dividend Income ETF (IDVO) and DFA International Value Portfolio (DFIVX). 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
IDVO vs. DFIVX - Dividend Comparison
IDVO has not paid dividends to shareholders, while DFIVX's dividend yield for the trailing twelve months is around 3.46%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
IDVO vs. DFIVX - Drawdown Comparison
The maximum IDVO drawdown since its inception was 0.00%, smaller than the maximum DFIVX drawdown of -65.67%. Use the drawdown chart below to compare losses from any high point for IDVO and DFIVX. For additional features, visit the drawdowns tool.
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Volatility
IDVO vs. DFIVX - Volatility Comparison
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