NUPIX vs. DIVO
Compare and contrast key facts about Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
NUPIX is managed by Neuberger Berman. It was launched on Sep 15, 2016. 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: NUPIX or DIVO.
Key characteristics
| NUPIX | DIVO |
|---|
Correlation
The correlation between NUPIX and DIVO is 0.71, 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.
Performance
NUPIX vs. DIVO - Performance Comparison
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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NUPIX vs. DIVO - Expense Ratio Comparison
NUPIX has a 0.65% expense ratio, which is higher than DIVO's 0.55% expense ratio.
Risk-Adjusted Performance
NUPIX vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) 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
NUPIX vs. DIVO - Dividend Comparison
NUPIX has not paid dividends to shareholders, while DIVO's dividend yield for the trailing twelve months is around 4.45%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
NUPIX Neuberger Berman U.S. Equity Index PutWrite Strategy Fund | 2.34% | 12.31% | 9.33% | 44.89% | 2.37% | 12.62% | 3.10% | 13.52% | 0.85% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.45% | 4.67% | 4.76% | 4.79% | 4.91% | 8.16% | 5.27% | 3.83% | 0.00% |
Drawdowns
NUPIX vs. DIVO - Drawdown Comparison
Volatility
NUPIX vs. DIVO - Volatility Comparison
The current volatility for Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) is 0.00%, while Amplify CWP Enhanced Dividend Income ETF (DIVO) has a volatility of 2.59%. This indicates that NUPIX experiences smaller price fluctuations and is considered to be less risky than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.