IVRA vs. ETHO

Last updated Jul 17, 2026

IVRA (Invesco Real Assets ESG ETF) and ETHO (Amplify Etho Climate Leadership U.S. ETF) are both exchange-traded funds - IVRA is a ESG fund actively managed by Invesco, while ETHO is a Mid Cap Blend Equities fund tracking the Etho Climate Leadership Index. IVRA is actively managed, while ETHO is passively managed. At a 0.49 correlation, their price movements are largely independent. IVRA charges 0.59%/yr vs 0.45%/yr for ETHO.

Performance

IVRA vs. ETHO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Real Assets ESG ETF (IVRA) and Amplify Etho Climate Leadership U.S. ETF (ETHO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IVRA

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ETHO

• 1D: 0.49%
• 1M: 3.24%
• 6M: 16.53%
• YTD: 22.44%
• 1Y: 37.11%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IVRA vs. ETHO - Yearly Performance Comparison

	2026 (YTD)	2025	2024
IVRA Invesco Real Assets ESG ETF	11.70%	10.20%	18.17%
ETHO Amplify Etho Climate Leadership U.S. ETF	22.44%	10.23%	11.21%

Correlation

The correlation between IVRA and ETHO is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.28
Correlation (All Time) Calculated using the full available price history since Jan 29, 2024	0.49

Over the past year, the correlation between IVRA and ETHO has dropped to 0.28 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.

IVRA vs. ETHO - Sectors Allocation Comparison

Sectors	IVRA	ETHO
Real Estate	46.8%	6.3%
Energy	23.5%	0.3%
Basic Materials	14.3%	2.9%
Utilities	10.3%	2.5%
Consumer Cyclical	2.6%	10.2%
Consumer Defensive	1.7%	4.4%
Financial Services	0.7%	12.2%
Communication Services	-	4.3%
Healthcare	-	12.3%
Industrials	-	15.9%
Technology	-	28.7%

Return for Risk

IVRA vs. ETHO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IVRA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ETHO

ETHO Risk / Return Rank: 84
ETHO Sharpe Ratio Rank: 82
ETHO Sortino Ratio Rank: 82
ETHO Omega Ratio Rank: 76
ETHO Calmar Ratio Rank: 88
ETHO Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVRA vs. ETHO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Real Assets ESG ETF (IVRA) and Amplify Etho Climate Leadership U.S. ETF (ETHO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	IVRA	ETHO	Difference
Sharpe ratio: Return per unit of total volatility	—	2.11	—
Sortino ratio: Return per unit of downside risk	—	2.96	—
Omega ratio: Gain probability vs. loss probability	—	1.36	—
Calmar ratio: Return relative to maximum drawdown	—	4.03	—
Martin ratio: Return relative to average drawdown	—	15.62	—

Drawdowns

Drawdown Indicators

	IVRA	ETHO	Difference
Max Drawdown Largest peak-to-trough decline	—	-25.50%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.25%	—
Current Drawdown Current decline from peak	—	-0.82%	—
Average Drawdown Average peak-to-trough decline	—	-4.34%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.38%	—

Volatility

Volatility by Period

	IVRA	ETHO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.38%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.26%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	17.70%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	19.34%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.34%	—

IVRA vs. ETHO - Expense Ratio Comparison

IVRA has a 0.59% expense ratio, which is higher than ETHO's 0.45% expense ratio.

Dividends

IVRA vs. ETHO - Dividend Comparison

IVRA has not paid dividends to shareholders, while ETHO's dividend yield for the trailing twelve months is around 0.70%.

Position	TTM	2025	2024	2023	2022	2021
ETHO Amplify Etho Climate Leadership U.S. ETF	0.70%	0.86%	0.69%	0.00%	0.00%	0.00%
IVRA Invesco Real Assets ESG ETF	16.80%	5.68%	3.71%	2.47%	2.30%	3.01%

Frequently Asked Questions

Can I hold both IVRA and ETHO in my portfolio?

IVRA and ETHO have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IVRA or ETHO?

On fees, ETHO is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IVRA or ETHO?

ETHO is cheaper with a 0.45% expense ratio, compared with 0.59% for IVRA.

Which ETF pays a higher dividend yield, IVRA or ETHO?

IVRA has the higher dividend yield at 16.80%, compared with 0.70% for ETHO.

What is the main difference between IVRA and ETHO?

IVRA is categorized as ESG, while ETHO is Mid Cap Blend Equities. They also come from different issuers: Invesco and Amplify. Their fees differ too: 0.59% for IVRA and 0.45% for ETHO.