QDVO

Amplify CWP Growth & Income ETF

SPYIssuer: AmplifyInception: January 1, 2022

7.2

Overall Score

Strategy & Profile

Growth-oriented covered call. 20-40 large-cap US growth stocks with tactical covered calls. Capital appreciation is primary objective, income is secondary. Managed by Capital Wealth Planning.

TTM Yield: ~5.8%

Strengths

  • ✓Growth-first approach captures more upside than income-first peers
  • ✓Same experienced manager as DIVO
  • ✓Flexible partial coverage

Weaknesses

  • ✗Very high return of capital (94%)
  • ✗More volatile than defensive peers
  • ✗Shorter track record

Investor Profile

Growth investors who want some income without fully sacrificing upside participation

Verdict

The aggressive sibling of DIVO. Higher risk, higher upside potential. Not for conservative income investors.

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Key Metrics

Expense Ratio

0.550%

Inception Date

January 1, 2022

Benchmark

SPY

Category

Covered Call - Large Cap

Distribution Frequency

Monthly

Maturity Rating

3/5 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.