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QDVO - ETF AI Analysis
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Amplify CWP Growth & Income ETF (QDVO)
Rating:73Outperform
Price Target:―
Positive Factors
Large, Well-Known Tech Leaders
The ETF’s biggest positions are in major technology and internet companies that are widely followed and have strong long-term business franchises.
Sector Diversification Beyond Tech
While technology is the largest slice, the fund also holds communication services, consumer, financial, health care, and industrial stocks, which helps spread risk across different parts of the economy.
Meaningful Fund Size
With several hundred million dollars in assets, the ETF is large enough to offer reasonable trading liquidity for most everyday investors.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year-to-date, which may concern investors looking for near-term momentum.
Heavy Concentration in Technology
A large portion of the portfolio is in technology stocks, so the fund is likely to be very sensitive to swings in that sector.
High U.S. Market Dependence
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market’s ups and downs.
QDVO vs. SPDR S&P 500 ETF (SPY)
AUM599.47M
RegionNorth America
Expense Ratio0.56%
Beta0.95
IssuerAmplify
Inception DateAug 22, 2024
Dividend Yield10.41%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume324,277
30 Day Avg. Volume425,096
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
34.44Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering43
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QDVO Summary
Amplify CWP Growth & Income ETF (QDVO) is an actively managed fund that focuses on large U.S. companies with strong growth potential while also aiming to provide some income. It does not track a specific index, but mainly invests in technology and communication services, with big names like Nvidia and Apple among its top holdings. Someone might consider QDVO if they want exposure to leading growth companies in one simple investment, with a mix of potential price gains and income. A key risk is that it is heavily tilted toward tech and growth stocks, so its value can rise and fall sharply with that part of the market.
How much will it cost me?The Amplify CWP Growth & Income ETF (Ticker: QDVO) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This cost is slightly higher than average because the ETF is actively managed, requiring more hands-on decision-making to select and adjust its portfolio of large-cap growth stocks.
What would affect this ETF?The Amplify CWP Growth & Income ETF (QDVO) could benefit from continued innovation and strong performance in the technology sector, which makes up a significant portion of its holdings, including companies like Nvidia, Apple, and Microsoft. However, it may face challenges if interest rates rise, as growth stocks often become less attractive in such environments, or if economic conditions weaken, impacting consumer spending and cyclical sectors. Additionally, regulatory changes targeting large-cap tech companies could negatively affect the ETF's performance.
QDVO Top 10 Holdings
QDVO is leaning heavily on U.S. Big Tech, with Nvidia, Microsoft, Apple, Alphabet, Amazon, and Meta forming the core engine of the fund. Alphabet and Amazon have been the steadier climbers lately, helping to pull returns forward, while Nvidia’s performance has been more mixed as AI enthusiasm cools and heats in waves. On the flip side, Apple, Microsoft, and Meta have been losing a bit of steam, acting as mild brakes. With a strong tilt toward U.S. technology and communication services, this ETF is clearly riding the digital growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.58% | $63.12M | $4.57T | 39.78% | 76 Outperform | |
| Apple | 9.32% | $55.63M | $3.88T | 6.12% | 79 Outperform | |
| Microsoft | 8.03% | $47.90M | $2.97T | -2.39% | 79 Outperform | |
| Alphabet Class A | 7.76% | $46.27M | $3.67T | 68.57% | 85 Outperform | |
| Amazon | 5.20% | $31.02M | $2.20T | -5.41% | 71 Outperform | |
| Meta Platforms | 4.24% | $25.28M | $1.63T | -4.08% | 76 Outperform | |
| Tesla | 4.05% | $24.19M | $1.54T | 21.91% | 73 Outperform | |
| Broadcom | 3.93% | $23.43M | $1.58T | 52.74% | 76 Outperform | |
| ― | 2.56% | $15.26M | ― | ― | ― | |
| Micron | 2.31% | $13.79M | $473.78B | 333.20% | 79 Outperform |
QDVO Technical Analysis
Neutral
―
Price Trends
28.70
Negative
28.60
Negative
27.32
Positive
Market Momentum
-0.16
Positive
46.01
Neutral
43.45
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QDVO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 28.58, equal to the 50-day MA of 28.70, and equal to the 200-day MA of 27.32, indicating a neutral trend. The MACD of -0.16 indicates Positive momentum. The RSI at 46.01 is Neutral, neither overbought nor oversold. The STOCH value of 43.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for QDVO.
QDVO Peer Comparison
Comparison Results
Performance Comparison
QDVO
Amplify CWP Growth & Income ETF
28.35
4.39
18.32%
IWLG
IQ Winslow Large Cap Growth ETF
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―
―
FLCG
Federated Hermes MDT Large Cap Growth ETF
―
―
―
LRGE
ClearBridge Large Cap Growth ESG ETF
―
―
―
CAML
Congress Large Cap Growth ETF
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―
―
LRGG
Macquarie Focused Large Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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