Compare · 4 funds side by side · dividends reinvested

IDVO, EPU, STRN and CCSO

IDVOAmplify×EPUiShares×STRNSmart×CCSOCarbon Collective×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$32,640EPU · best of the four

02 / 04

IDVO, EPU, STRN and CCSO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Peru and Global Exposure ETFInternational · Global0.59%2.13%+12.7%+30.4%+45.7%+26.7%−20.9%32.5%$497M2.1

Amplify CWP International Enhanced Dividend Income ETFIncome · Covered calls0.65%6.34%+8.0%+10.8%+21.8%[…]−10.4%16.9%$1.4B2.1

SMART Trend 25 ETFUnsorted0.59%0.16%+13.0%+13.2%[…][…]−15.4%27.6%$27M2.3

Carbon Collective Climate Solutions U.S. Equity ETFUS Stock Styles · Large cap0.35%0.63%+0.5%−4.0%+15.7%[…]−19.6%23.1%$45M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IDVO 2022 · EPU 2009 · STRN 2025 · CCSO 2022

Head to Head

Swap sides Versus in desk

Head to Head

Amplify CWP International Enhanced Dividend Income ETF · $1.4B[…]

IDVO

EPU

iShares MSCI Peru and Global Exposure ETF · $497M$32,640

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

IDVOMeasureEPU

+8.0%Year to dateJan 1 → Nov 3+12.7%

+10.8%1 yearTotal return+30.4%

+21.8%3 years · per year$10,000 became $18,063 · $30,905+45.7%

[…]5 years · per year$10,000 became […] · $32,640+26.7%

0.65%Expense ratio$65 · $59 a year on $10k · lower is better0.59%

6.34%Trailing 12-mo yield$634 · $213 a year on $10k2.13%

−10.4%Worst dropSmaller is better−20.9%

16.9%VolatilityLower is calmer32.5%

IDVOEPU Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4EPU wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDVO vs EPU: Top 5 Holdings

Today

IDVO

19.7%in top 5

EPU

in top 557.3%

IDVOStockEPU

not top 5BAP24.0%

not top 5SCCO23.1%

5.5%TSMnot top 5

not top 5BVN3.8%

3.7%BMOnot top 5

3.6%MUFGnot top 5

3.5%TEVAnot top 5

not top 5HOC.L3.5%

3.3%SMFGnot top 5

not top 5ISA.CL3.0%

Held in common2.8%

End-of-day Nov 3, 2026 · share of each fund

IDVO vs EPU Returns, Every Period

AmplifyIDVO

+10.8%

past year

EPUiShares

+30.4%

past year

IDVOEPUFaded: behind in that period

0–3EPU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs International: IDVO vs EPU

YTD

AmplifyIDVO

+8.0%

EPUiShares

+12.7%

+8.0%Year to date+12.7%

−10.4%Worst drop · 1Y−20.9%

16.9%Volatility · 1Y32.5%

6.3%Yield2.1%

$1.4BAssets$497M

3–1IDVO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDVO, EPU, STRN, CCSO

Today

0.35%lowest, CCSO

FundExpense ratioFee$10k

CCSO0.35%$35

EPU0.59%$59

STRN0.59%$59

IDVO0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IDVO, EPU, STRN, CCSO

6.34%highest, IDVO

FundTrailing yieldYield$10k

IDVO6.34%$634

EPU2.13%$213

CCSO0.63%$63

STRN0.16%$16

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$569most kept, IDVO

IDVO$634 − $65 = $569

EPU$213 − $59 = $154

CCSO$63 − $35 = $28

STRN$16 − $59 = −$43

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IDVO, EPU, STRN, CCSO

Today

9.7%most shared, STRN and CCSO

IDVOEPUSTRNCCSO

IDVO—2.8%2.8%4.8%

EPU2.8%—7.1%5.4%

STRN2.8%7.1%—9.7%

CCSO4.8%5.4%9.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+30.4%EPU, at 32.5% volatility

IDVOWorst drop−10.4%16.9% vol

CCSOWorst drop−19.6%23.1% vol

STRNWorst drop−15.4%27.6% vol

EPUWorst drop−20.9%32.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IDVOSTRN

+8.0%Year to date+13.0%

6.3%Yield0.2%

+10.8%Past year+13.2%

0.65%Fee0.59%

3–1STRN wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026