Rankings / DIVO
Amplify CWP Enhanced Dividend Income ETF
7.1
Overall Score
DIVO is an actively managed fund sub-advised by Capital Wealth Planning. It holds a concentrated portfolio of large-cap companies with a record of dividend and earnings growth, 31 positions as of October 2026. Covered calls are written tactically on individual stocks, and the share of the portfolio covered is not disclosed. It pays monthly.
The fund holds 20-40 large-cap US dividend-paying stocks selected for quality and earnings growth. The managers write covered calls on individual holdings on an opportunistic basis, typically covering 20-30% of the portfolio. Premium collected is distributed monthly. The strategy does not hedge market declines: down-capture has tracked up-capture closely since inception.
A dividend-growth portfolio that cut its worst drawdown to -18.5% (SPY -23.9%) while paying 6.5%, lower than most S&P 500 income peers.
Cumulative total return of DIVO against SPY, distributions reinvested.
Cumulative total return, rebased to 0% at the start of each period. Distributions reinvested. Data through end of previous month.
Calendar-year total return, distributions reinvested.
| Year | DIVO | SPY |
|---|---|---|
| 2026 YTD | +8.31% | +12.71% |
| 2025 | +17.41% | +17.72% |
| 2024 | +16.22% | +24.89% |
| 2023 | +6.96% | +26.19% |
| 2022 | -1.47% | -18.17% |
| 2021 | +22.90% | +28.75% |
| 2020 | +12.44% | +18.37% |
| 2019 | +18.25% | n/a |
Historical years are frozen. YTD is refreshed monthly.
Composite score from six weighted criteria, measured since inception.
Performance since inception against the benchmark.
How much of the benchmark drawdown the fund absorbed.
How much of the benchmark rally the fund kept.
Frequency of distribution cuts below 85% of the previous payment.
Inversely proportional to the annual management fee.
Assets under management on a log scale.
Sector and geographic composition of DIVO underlying holdings.
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | MSFT | Microsoft | 6.03% |
| 2 | AAPL | Apple | 5.47% |
| 3 | AGPXX | Invesco Government & Agency Portfolio 12/31/2031 | 5.37% |
| 4 | CAT | Caterpillar | 5.29% |
| 5 | V | Visa | 5.27% |
| 6 | AMGN | Amgen | 5.04% |
| 7 | JPM | JPMORGAN CHASE & CO. | 4.82% |
| 8 | GS | Goldman Sachs Group Inc/The | 4.74% |
| 9 | CVX | Chevron | 4.65% |
| 10 | XLY | State Street Consumer Discretionary Select Sector SPDR ETF | 4.59% |
Holdings data from fund disclosures, updated periodically. Percentages may not sum to 100% due to cash, options, and other positions not shown.
The same six criteria, applied to different trailing periods. Pro subscribers see the full breakdown.
Since inception
7.1
3 years
6.6
1 year
7.3
3 months
4.6
How has DIVO ranked across inception, 3 years, 1 year, and 3 months? Pro subscribers can compare a fund's trajectory over every window, across all 28 funds.
Unlock all 4 windows — $34/monthCancel anytime. Full monthly history included.
Expense Ratio
0.560%
Inception Date
December 14, 2016
Benchmark
SPY
Category
Covered Call - Tactical
Distribution Frequency
Monthly
Maturity Rating
5/5 stars
Scores calculated using CoveredRank methodology. Every formula is published and reproducible.
See full methodology→Disclaimer: CoveredRank provides independent educational content only. This is not financial advice. Please consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results.