IWIN vs. SDVY ETF Comparison

Comparison of Amplify Inflation Fighter ETF (IWIN) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
IWIN

Amplify Inflation Fighter ETF

IWIN Description

Amplify Inflation Fighter ETF sponsored by Amplify Investments, has over $4.4 billion in assets across its suite of ETFs (as of 12/31/2021). Amplify believes the ETF structure empowers investors through efficiency, transparency and flexibility. Amplify ETFs deliver expanded investment opportunities for investors seeking growth, income, and risk-managed strategies. The Fund’s investment objective and strategy differs substantially from the market indices, which are included for comparison purposes only.

Grade (RS Rating)

Last Trade

$26.71

Average Daily Volume

421

Number of Holdings *

41

* may have additional holdings in another (foreign) market
SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

SDVY Description The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

Grade (RS Rating)

Last Trade

$32.65

Average Daily Volume

884,281

Number of Holdings *

100

* may have additional holdings in another (foreign) market
Performance
Period IWIN SDVY
30 Days -4.19% -2.30%
60 Days -4.53% -3.87%
90 Days -5.55% -4.15%
12 Months 15.40% 19.85%
3 Overlapping Holdings
Symbol Grade Weight in IWIN Weight in SDVY Overlap
CCS D 1.68% 1.0% 1.0%
PHM D 1.36% 1.0% 1.0%
TPL B 2.52% 0.98% 0.98%
IWIN Overweight 38 Positions Relative to SDVY
Symbol Grade Weight
UEC D 2.63%
FPI C 2.61%
NUE F 2.6%
WY F 2.56%
FOR F 2.2%
RYN D 1.98%
AR D 1.87%
JOE D 1.86%
GRBK C 1.86%
RIO C 1.77%
MHO D 1.74%
QCOM B 1.69%
RGLD B 1.46%
AA B 1.38%
PCH F 1.32%
DNN C 1.31%
LAND B 1.28%
DHI D 1.26%
FRPH F 1.23%
TRC C 1.18%
PKX D 1.08%
ALCO D 1.05%
LEN D 0.93%
PSX D 0.93%
ENTG B 0.87%
LGIH F 0.82%
ABNB B 0.81%
PBR D 0.77%
VALE D 0.72%
TPH D 0.69%
STRS B 0.67%
OVV D 0.62%
LEU F 0.6%
Z C 0.6%
FPH D 0.59%
TREE C 0.59%
KW C 0.53%
RDFN F 0.2%
IWIN Underweight 97 Positions Relative to SDVY
Symbol Grade Weight
CRC C -1.08%
WHD C -1.06%
EBC B -1.05%
IBP D -1.04%
CALM B -1.04%
OZK D -1.03%
ZION C -1.03%
IBOC C -1.03%
WTTR B -1.03%
MATX B -1.02%
HBAN D -1.02%
RF B -1.02%
SNV B -1.02%
MGY B -1.02%
FBP B -1.02%
FIX D -1.02%
MLI C -1.02%
AESI C -1.02%
CADE D -1.02%
WTFC D -1.02%
CMA C -1.01%
BPOP D -1.01%
CR C -1.01%
SLVM D -1.01%
JXN C -1.01%
EWBC D -1.01%
CF F -1.01%
AMKR B -1.01%
CINF C -1.01%
NTAP A -1.01%
KBH D -1.0%
CFG B -1.0%
MTH D -1.0%
TOL D -1.0%
SYF B -1.0%
IPG F -1.0%
RDN B -1.0%
FITB D -1.0%
GGG D -1.0%
UNM D -1.0%
LSTR D -1.0%
G D -1.0%
PRDO C -1.0%
ETD D -1.0%
EDR A -1.0%
LECO F -1.0%
GRMN C -1.0%
EG D -1.0%
AGCO F -0.99%
OMC D -0.99%
WGO F -0.99%
EXPD B -0.99%
BEN F -0.99%
RHI F -0.99%
IEX D -0.99%
ITT D -0.99%
CRBG C -0.99%
SSTK F -0.99%
MTG B -0.99%
STLD D -0.99%
EME D -0.99%
AFG D -0.99%
RS D -0.99%
CMC D -0.99%
SXC D -0.99%
LEA F -0.99%
TEX D -0.99%
MCRI D -0.99%
CHK D -0.99%
ALLY B -0.99%
J D -0.99%
DINO D -0.99%
RGA C -0.99%
SNA F -0.98%
KTB D -0.98%
WLK D -0.98%
BKE D -0.98%
AOS D -0.98%
BCC F -0.98%
SLM D -0.98%
VSH D -0.98%
EQH B -0.98%
ESNT C -0.98%
DELL C -0.97%
WMS D -0.97%
PHIN D -0.97%
VOYA D -0.97%
OC D -0.97%
SHOO C -0.97%
DKS C -0.96%
RL C -0.96%
NSP F -0.96%
UFPI D -0.95%
CRI F -0.95%
WSM D -0.95%
SM D -0.9%
HVT F -0.47%
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