Amplify CWP Enhanced Dividend Income ETF 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.
Amplify CWP Enhanced Dividend Income ETF DIVO
Morningstar’s Analysis DIVO
Will DIVO outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- 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 | 6.42 | 445M | Industrials |
Microsoft Corp | 5.42 | 376M | Technology |
American Express Co | 5.42 | 376M | Financial Services |
Apple Inc | 5.37 | 372M | Technology |
JPMorgan Chase & Co | 5.17 | 358M | Financial Services |
RTX Corp | 5.07 | 351M | Industrials |
The Goldman Sachs Group Inc | 5.02 | 348M | Financial Services |
CME Group Inc Class A | 4.93 | 342M | Financial Services |
The Home Depot Inc | 4.27 | 296M | Consumer Cyclical |
Chevron Corp | 3.98 | 276M | Energy |
United States