YYY vs. SPLS

Last updated Aug 4, 2026

YYY (Amplify CEF High Income ETF) and SPLS (PIMCO U.S. Stocks PLUS Active Bond ETF) are both Diversified Portfolio funds. YYY is passively managed, while SPLS is actively managed. Their 0.75 correlation means they have sometimes moved together and sometimes differently. YYY charges 3.23%/yr vs 0.18%/yr for SPLS.

Performance

YYY vs. SPLS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify CEF High Income ETF (YYY) and PIMCO U.S. Stocks PLUS Active Bond ETF (SPLS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

YYY

• 1D: 0.27%
• 1M: -1.03%
• 6M: 3.06%
• YTD: 5.58%
• 1Y: 10.17%
• 3Y*: 11.52%
• 5Y*: 3.30%
• 10Y*: 5.21%
• ALL TIME*: 5.94%

SPLS

• 1D: 1.14%
• 1M: 1.79%
• 6M: 9.83%
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SPLS PIMCO U.S. Stocks PLUS Active Bond ETF	$85.96K	$179.83K	$282.15K
YYY Amplify CEF High Income ETF	$3.26M	$3.18M	$4.38M

YYY vs. SPLS - Yearly Performance Comparison

	2026 (YTD)
YYY Amplify CEF High Income ETF	3.60%
SPLS PIMCO U.S. Stocks PLUS Active Bond ETF	10.30%

Correlation

The correlation between YYY and SPLS is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 16, 2026	0.75

Return for Risk

YYY vs. SPLS — Risk / Return Rank

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

YYY

YYY Risk / Return Rank: 44
YYY Sharpe Ratio Rank: 45
YYY Sortino Ratio Rank: 45
YYY Omega Ratio Rank: 47
YYY Calmar Ratio Rank: 36
YYY Martin Ratio Rank: 46

SPLS

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

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.

YYY vs. SPLS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify CEF High Income ETF (YYY) and PIMCO U.S. Stocks PLUS Active Bond ETF (SPLS). 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.

	YYY	SPLS	Difference
Sharpe ratio: Return per unit of total volatility	1.17	—	—
Sortino ratio: Return per unit of downside risk	1.68	—	—
Omega ratio: Gain probability vs. loss probability	1.22	—	—
Calmar ratio: Return relative to maximum drawdown	1.26	—	—
Martin ratio: Return relative to average drawdown	5.39	—	—

Drawdowns

YYY vs. SPLS - Drawdown Comparison

The maximum YYY drawdown since its inception was -42.52%, which is greater than SPLS's maximum drawdown of -9.24%. Use the drawdown chart below to compare losses from any high point for YYY and SPLS.

Drawdown Indicators

	YYY	SPLS	Difference
Max Drawdown Largest peak-to-trough decline	-42.52%	-9.24%	-33.28%
Max Drawdown (1Y) Largest decline over 1 year	-8.07%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.47%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-27.71%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-42.52%	—	—
Current Drawdown Current decline from peak	-1.29%	0.00%	-1.29%
Average Drawdown Average peak-to-trough decline	-6.77%	-1.81%	-4.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.89%	—	—

Volatility

Volatility by Period

	YYY	SPLS	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.02%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.33%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	8.78%	15.03%	-6.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.36%	15.03%	-3.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.87%	15.03%	-1.16%

YYY vs. SPLS - Expense Ratio Comparison

YYY has a 3.23% expense ratio, which is higher than SPLS's 0.18% expense ratio.

Dividends

YYY vs. SPLS - Dividend Comparison

YYY's dividend yield for the trailing twelve months is around 12.75%, more than SPLS's 0.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SPLS PIMCO U.S. Stocks PLUS Active Bond ETF	0.54%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
YYY Amplify CEF High Income ETF	12.75%	12.51%	12.50%	12.39%	12.36%	9.08%	9.79%	9.10%	9.73%	8.16%	10.34%	10.77%

Frequently Asked Questions

Can I hold both YYY and SPLS in my portfolio?

YYY and SPLS have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, YYY or SPLS?

On fees, SPLS is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, YYY or SPLS?

SPLS is cheaper with a 0.18% expense ratio, compared with 3.23% for YYY.

Which ETF pays a higher dividend yield, YYY or SPLS?

YYY has the higher dividend yield at 12.75%, compared with 0.54% for SPLS.

What is the main difference between YYY and SPLS?

They also come from different issuers: Amplify and PIMCO. Their fees differ too: 3.23% for YYY and 0.18% for SPLS.