LTC vs. DIVO
Compare and contrast key facts about LTC Properties, Inc. (LTC) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
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: LTC or DIVO.
Key characteristics
| LTC | DIVO | |
|---|---|---|
| YTD Return | 29.49% | 18.96% |
| 1Y Return | 31.74% | 25.70% |
| 3Y Return (Ann) | 11.91% | 9.06% |
| 5Y Return (Ann) | 3.04% | 12.26% |
| Sharpe Ratio | 1.82 | 2.91 |
| Sortino Ratio | 2.42 | 4.22 |
| Omega Ratio | 1.34 | 1.54 |
| Calmar Ratio | 1.26 | 4.68 |
| Martin Ratio | 8.64 | 18.89 |
| Ulcer Index | 3.84% | 1.36% |
| Daily Std Dev | 18.25% | 8.79% |
| Max Drawdown | -80.23% | -30.04% |
| Current Drawdown | -0.28% | -0.57% |
Correlation
The correlation between LTC and DIVO is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LTC vs. DIVO - Performance Comparison
In the year-to-date period, LTC achieves a 29.49% return, which is significantly higher than DIVO's 18.96% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LTC vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LTC Properties, Inc. (LTC) 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.
Dividends
LTC vs. DIVO - Dividend Comparison
LTC's dividend yield for the trailing twelve months is around 5.80%, more than DIVO's 4.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTC LTC Properties, Inc. | 5.80% | 7.10% | 6.42% | 6.68% | 5.86% | 5.09% | 5.47% | 5.24% | 4.66% | 4.80% | 4.73% | 5.38% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.44% | 4.67% | 4.76% | 4.79% | 4.92% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LTC vs. DIVO - Drawdown Comparison
The maximum LTC drawdown since its inception was -80.23%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for LTC and DIVO. For additional features, visit the drawdowns tool.
Volatility
LTC vs. DIVO - Volatility Comparison
LTC Properties, Inc. (LTC) has a higher volatility of 8.04% compared to Amplify CWP Enhanced Dividend Income ETF (DIVO) at 3.40%. This indicates that LTC'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.