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. It was launched on Sep 8, 2022. DFIVX is managed by Dimensional. It was launched on Feb 14, 1994.
Performance
IDVO vs. DFIVX - Performance Comparison
Loading graphics...
IDVO vs. DFIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IDVO Amplify International Enhanced Dividend Income ETF | 7.15% | 36.46% | 10.16% | 17.53% | 5.47% |
DFIVX DFA International Value Portfolio | 2.99% | 45.24% | 6.87% | 17.83% | 9.18% |
Returns By Period
In the year-to-date period, IDVO achieves a 7.15% return, which is significantly higher than DFIVX's 2.99% return.
IDVO
- 1D
- 3.80%
- 1M
- -5.12%
- YTD
- 7.15%
- 6M
- 11.86%
- 1Y
- 36.67%
- 3Y*
- 21.40%
- 5Y*
- —
- 10Y*
- —
DFIVX
- 1D
- 0.26%
- 1M
- -8.38%
- YTD
- 2.99%
- 6M
- 11.70%
- 1Y
- 34.52%
- 3Y*
- 21.08%
- 5Y*
- 14.04%
- 10Y*
- 11.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IDVO vs. DFIVX - Expense Ratio Comparison
IDVO has a 0.65% expense ratio, which is higher than DFIVX's 0.30% expense ratio.
Return for Risk
IDVO vs. DFIVX — Risk / Return Rank
IDVO
DFIVX
IDVO vs. DFIVX - Risk-Adjusted Trends 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.
| IDVO | DFIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 2.03 | -0.03 |
Sortino ratioReturn per unit of downside risk | 2.61 | 2.59 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.40 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.77 | 2.56 | +0.21 |
Martin ratioReturn relative to average drawdown | 12.06 | 11.62 | +0.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IDVO | DFIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 2.03 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.87 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.38 | +0.94 |
Correlation
The correlation between IDVO and DFIVX is 0.85, 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.
Dividends
IDVO vs. DFIVX - Dividend Comparison
IDVO's dividend yield for the trailing twelve months is around 5.54%, more than DFIVX's 4.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDVO Amplify International Enhanced Dividend Income ETF | 5.54% | 5.42% | 6.14% | 5.72% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFIVX DFA International Value Portfolio | 4.09% | 4.21% | 3.94% | 4.40% | 3.78% | 4.37% | 2.42% | 3.70% | 6.60% | 2.85% | 3.36% | 3.45% |
Drawdowns
IDVO vs. DFIVX - Drawdown Comparison
The maximum IDVO drawdown since its inception was -15.46%, smaller than the maximum DFIVX drawdown of -66.61%. Use the drawdown chart below to compare losses from any high point for IDVO and DFIVX.
Loading graphics...
Drawdown Indicators
| IDVO | DFIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.46% | -66.61% | +51.15% |
Max Drawdown (1Y)Largest decline over 1 year | -12.81% | -11.99% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.29% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.11% | — |
Current DrawdownCurrent decline from peak | -6.50% | -8.44% | +1.94% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -12.30% | +9.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.75% | +0.19% |
Volatility
IDVO vs. DFIVX - Volatility Comparison
Amplify International Enhanced Dividend Income ETF (IDVO) has a higher volatility of 8.13% compared to DFA International Value Portfolio (DFIVX) at 6.28%. This indicates that IDVO's price experiences larger fluctuations and is considered to be riskier than DFIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IDVO | DFIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.13% | 6.28% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 12.71% | 10.36% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 16.49% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.33% | 16.24% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 18.06% | -1.73% |