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PECO vs. IDVO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PECO vs. IDVO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Phillips Edison & Company, Inc. (PECO) and Amplify CWP International Enhanced Dividend Income ETF (IDVO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PECO achieves a 21.80% return, which is significantly higher than IDVO's 15.27% return.


PECO

1D
0.12%
1M
1.28%
6M
19.21%
YTD
21.80%
1Y
31.23%
3Y*
9.87%
5Y*
12.47%
10Y*
ALL TIME*
12.36%

IDVO

1D
-0.12%
1M
2.62%
6M
5.05%
YTD
15.27%
1Y
35.30%
3Y*
21.67%
5Y*
10Y*
ALL TIME*
21.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$9.04M$8.69M$10.70M
$41.05M$36.52M$42.62M

PECO vs. IDVO - Yearly Performance Comparison


2026 (YTD)2025202420232022
PECO
Phillips Edison & Company, Inc.
21.80%-1.59%6.20%18.53%-4.41%
IDVO
Amplify CWP International Enhanced Dividend Income ETF
15.27%36.46%10.16%17.53%6.42%

Correlation

The correlation between PECO and IDVO is 0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.01

Correlation (3Y)
Balances recent behavior with more history.

0.20

Correlation (All Time)
Calculated using the full available price history since Sep 8, 2022

0.28

Over the past year, the correlation between PECO and IDVO has dropped to 0.01 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.

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Return for Risk

PECO vs. IDVO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PECO
PECO Risk / Return Rank: 9191
Overall Rank
PECO Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
PECO Sortino Ratio Rank: 9393
Sortino Ratio Rank
PECO Omega Ratio Rank: 8787
Omega Ratio Rank
PECO Calmar Ratio Rank: 9292
Calmar Ratio Rank
PECO Martin Ratio Rank: 9191
Martin Ratio Rank

IDVO
IDVO Risk / Return Rank: 8686
Overall Rank
IDVO Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
IDVO Sortino Ratio Rank: 8585
Sortino Ratio Rank
IDVO Omega Ratio Rank: 8686
Omega Ratio Rank
IDVO Calmar Ratio Rank: 8686
Calmar Ratio Rank
IDVO Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PECO vs. IDVO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) and Amplify CWP International Enhanced Dividend Income ETF (IDVO). 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.


PECOIDVODifference
Sharpe ratioReturn per unit of total volatility

-0.11

Sortino ratioReturn per unit of downside risk

+0.25

Omega ratioGain probability vs. loss probability

1.33

1.37

-0.04

Calmar ratioReturn relative to maximum drawdown

3.92

3.32

+0.60

Martin ratioReturn relative to average drawdown

9.98

12.24

-2.26

PECO vs. IDVO - Sharpe Ratio Comparison

The current PECO Sharpe Ratio is 1.96, which is comparable to the IDVO Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of PECO and IDVO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PECO vs. IDVO - Drawdown Comparison

The maximum PECO drawdown since its inception was -23.11%, which is greater than IDVO's maximum drawdown of -15.46%. Use the drawdown chart below to compare losses from any high point for PECO and IDVO.


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Drawdown Indicators


PECOIDVODifference

Max Drawdown

Largest peak-to-trough decline

-23.11%

-15.46%

-7.65%

Max Drawdown (1Y)

Largest decline over 1 year

-7.74%

-10.37%

+2.63%

Max Drawdown (3Y)

Largest decline over 3 years

-15.78%

-15.46%

-0.32%

Max Drawdown (5Y)

Largest decline over 5 years

-23.11%

Current Drawdown

Current decline from peak

-3.45%

-0.26%

-3.19%

Average Drawdown

Average peak-to-trough decline

-6.34%

-2.29%

-4.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.04%

2.81%

+0.23%

Volatility

PECO vs. IDVO - Volatility Comparison

Phillips Edison & Company, Inc. (PECO) has a higher volatility of 5.31% compared to Amplify CWP International Enhanced Dividend Income ETF (IDVO) at 4.34%. This indicates that PECO's price experiences larger fluctuations and is considered to be riskier than IDVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PECOIDVODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.31%

4.34%

+0.97%

Volatility (6M)

Calculated over the trailing 6-month period

11.85%

14.08%

-2.23%

Volatility (1Y)

Calculated over the trailing 1-year period

15.63%

16.69%

-1.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.48%

16.43%

+6.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.48%

16.43%

+6.05%

Dividends

PECO vs. IDVO - Dividend Comparison

PECO's dividend yield for the trailing twelve months is around 3.04%, less than IDVO's 5.66% yield.


PositionTTM20252024202320222021
IDVO
Amplify CWP International Enhanced Dividend Income ETF
5.66%5.42%6.14%5.72%1.96%0.00%
PECO
Phillips Edison & Company, Inc.
3.04%3.52%3.18%3.12%3.43%1.33%

Frequently Asked Questions


PECO and IDVO have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PECO has higher volatility (5.31%) compared to IDVO (4.34%). In terms of maximum drawdown, PECO dropped -23.11% vs IDVO's -15.46%.

IDVO currently has the higher Sharpe Ratio (2.06 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PECO and IDVO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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