DIVO vs IYF: Holdings Overlap
DIVOAmplify CWP Enhanced Dividend Income ETF
Amplify · 27 holdings · $7.6B · as of 2026-03-31
IYFiShares U.S. Financials ETF
iShares · 142 holdings · $4.5B · as of 2026-04-30
Holdings snapshots are 30 days apart (DIVO: 2026-03-31, IYF: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are DIVO and IYF?
Amplify CWP Enhanced Dividend Income ETF (DIVO, by Amplify) holds 27 positions; iShares U.S. Financials ETF (IYF, by iShares) holds 142. They have 3 holdings in common, and by portfolio weight the two funds are 10.8% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 10.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 3DIVO holds 27 · IYF holds 142
- Weight in Shared Holdings
- DIVO 14%·IYF 17%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DIVO
24 of 27 positions (83.5% of the fund) are not held by IYF.
Sector Breakdown
| Sector | DIVO | IYF |
|---|---|---|
| Financials | 23.4% | 99.4% |
| Industrials | 14.2% | 0.3% |
| Information Technology | 14.0% | 0.0% |
| Consumer Discretionary | 13.0% | 0.0% |
| Health Care | 8.9% | 0.0% |
| Other Sectors | 20.1% | 0.0% |
| Unclassified | 4.4% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (4% of DIVO, 0% of IYF).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DIVO | +3.7% | +10.9% | +19.6% | +15.6% | +11.2% | — | 6.22% |
| IYF | +2.4% | +7.0% | +15.4% | +21.7% | +12.0% | +13.6% | 1.40% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DIVO vs IYF →
Shared Holdings(3)
The top 3 shared positions account for 100% of the overlap, led by JPM, GS and CME.
Frequently Asked Questions
How much do DIVO and IYF overlap?
DIVO and IYF overlap by 10.8% of portfolio weight. They share 3 holdings (DIVO holds 27 positions and IYF holds 142), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DIVO and IYF?
The two portfolios are 10.8% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of DIVO and IYF?
The largest positions held by both funds are JPM, GS and CME. Together the top 3 shared positions account for 100% of the total overlap.
What does DIVO own that IYF doesn't?
24 positions (83.5% of DIVO) are unique to DIVO, led by RTX, MSFT and CAT. In the other direction, 139 positions (83.1% of IYF) are unique to IYF.