NDIV vs. IVV
Compare and contrast key facts about Amplify Natural Resources Dividend Income ETF (NDIV) and iShares Core S&P 500 ETF (IVV).
NDIV and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NDIV is a passively managed fund by Amplify Investments that tracks the performance of the EQM Natural Resources Dividend Income Index. It was launched on Aug 24, 2022. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both NDIV and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NDIV or IVV.
Correlation
The correlation between NDIV and IVV is 0.51, 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.
Performance
NDIV vs. IVV - Performance Comparison
Key characteristics
NDIV:
1.10
IVV:
1.76
NDIV:
1.48
IVV:
2.37
NDIV:
1.19
IVV:
1.32
NDIV:
1.57
IVV:
2.67
NDIV:
4.94
IVV:
11.05
NDIV:
3.14%
IVV:
2.03%
NDIV:
14.19%
IVV:
12.78%
NDIV:
-16.41%
IVV:
-55.25%
NDIV:
-3.13%
IVV:
-2.11%
Returns By Period
In the year-to-date period, NDIV achieves a 6.35% return, which is significantly higher than IVV's 2.41% return.
NDIV
6.35%
-1.20%
3.68%
14.20%
N/A
N/A
IVV
2.41%
-1.06%
7.45%
19.81%
14.27%
13.02%
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NDIV vs. IVV - Expense Ratio Comparison
NDIV has a 0.59% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
NDIV vs. IVV — Risk-Adjusted Performance Rank
NDIV
IVV
NDIV vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Natural Resources Dividend Income ETF (NDIV) and iShares Core S&P 500 ETF (IVV). 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
NDIV vs. IVV - Dividend Comparison
NDIV's dividend yield for the trailing twelve months is around 5.56%, more than IVV's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDIV Amplify Natural Resources Dividend Income ETF | 5.56% | 5.88% | 7.37% | 1.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
NDIV vs. IVV - Drawdown Comparison
The maximum NDIV drawdown since its inception was -16.41%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for NDIV and IVV. For additional features, visit the drawdowns tool.
Volatility
NDIV vs. IVV - Volatility Comparison
Amplify Natural Resources Dividend Income ETF (NDIV) has a higher volatility of 4.47% compared to iShares Core S&P 500 ETF (IVV) at 3.36%. This indicates that NDIV's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.