Morningstar

Amplify CWP Enhanced Dividend Income ETF DIVO

Morningstar Medalist Rating
Medalist Rating as of | See Amplify Investment Hub

Morningstar’s Analysis DIVO

Will DIVO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DIVO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DIVO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DIVO’s parent organization’s priorities and whether they’re in line with investors’ interests.

An active approach to covered calls.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Amplify CWP Enhanced Dividend Income ETF DIVO takes a unique approach to covered calls, but overreliance on manager skill and limitations of its approach call into question its ability to maintain a long-term edge.

by Zachary Evens
Rated on Published on

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Portfolio Holdings DIVO

More DIVO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Caterpillar Inc

5.59 201.6 Mil
Industrials

UnitedHealth Group Inc

5.55 200.1 Mil
Healthcare

The Home Depot Inc

5.45 196.5 Mil
Consumer Cyclical

Visa Inc Class A

5.19 187.2 Mil
Financial Services

Apple Inc

5.03 181.3 Mil
Technology

Amplify Samsung SOFR ETF

4.95 178.5 Mil
—

Procter & Gamble Co

4.90 176.7 Mil
Consumer Defensive

Microsoft Corp

4.86 175.1 Mil
Technology

The Goldman Sachs Group Inc

4.85 175.0 Mil
Financial Services

Amgen Inc

4.74 171.1 Mil
Healthcare

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