Amplify CWP Growth & Income ETF
QDVO - ETF AI Analysis
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Amplify CWP Growth & Income ETF (QDVO)
QDVO, the Amplify CWP Growth & Income ETF, earns a solid overall rating thanks to major positions in high-quality tech leaders like Alphabet, Apple, Microsoft, and Nvidia, which all show strong financial performance and promising growth in AI, cloud, and services. Some holdings such as Amazon, Tesla, and Eli Lilly face risks from high valuations, cash flow or leverage challenges, and mixed technical signals, which slightly weigh on the fund’s rating. The main risk factor is the ETF’s heavy concentration in large technology and AI-related companies, which can increase volatility if that sector faces a downturn.
QDVO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 739.44M
- Region
- North America
- Expense Ratio
- 0.56%
- Beta
- 0.94
- Issuer
- Amplify
- Inception Date
- Aug 22, 2024
- Dividend Yield
- 11.10%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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 doesn’t track a specific index, but mainly invests in technology and communication stocks, with big names like Apple and Nvidia among its top holdings. Someone might consider QDVO if they want exposure to leading growth companies and a mix of potential long-term growth and income in one investment. A key risk is that it is heavily tilted toward tech and other growth stocks, so its value can rise and fall sharply with market swings.
How much will it cost me?
This ETF has an expense ratio of 0.56%, which means you’ll pay about $5.60 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because QDVO is actively managed, aiming to select and balance growth and income stocks rather than simply tracking a broad market index.
What would affect this ETF?
QDVO is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, Alphabet, and Microsoft, so it could benefit from ongoing innovation, strong corporate earnings, and a healthy U.S. economy that supports growth and consumer spending. On the downside, higher interest rates, tighter regulations on big tech, or a slowdown in the U.S. economy could hurt these growth-focused sectors and reduce both the fund’s growth and income potential.
QDVO Top 10 Holdings
QDVO is leaning heavily into U.S. Big Tech and chipmakers, with Nvidia, Apple, Microsoft, and a trio of semis (Micron, AMD, Broadcom) steering the ship. Micron and AMD have been the real engines lately, rising on AI enthusiasm, while Eli Lilly adds a strong health care kicker with its steady climb. On the flip side, Alphabet and Broadcom have been lagging, and Amazon looks a bit tired in the short term. Overall, this is a U.S.-centric, tech-heavy story where AI and mega-cap growth names largely call the shots.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 9.63% | $71.24M | $5.06T | 29.20% | 79Outperform |
 NVDA | Nvidia | 8.44% | $62.37M | $4.07T | -10.06% | 76Outperform |
 GOOGL | Alphabet Class A | 7.39% | $54.61M | $3.50T | 0.73% | 85Outperform |
 MSFT | Microsoft | 6.95% | $51.37M | $3.96T | 2.45% | 79Outperform |
 AMZN | Amazon | 6.30% | $46.57M | $2.93T | 6.85% | 71Outperform |
 LLY | Eli Lilly & Co | 4.43% | $32.78M | $1.35T | 45.38% | 72Outperform |
 META | Meta Platforms | 3.72% | $27.51M | $1.64T | 0.27% | 76Outperform |
 AVGO | Broadcom | 3.66% | $27.06M | $1.58T | -1.91% | 76Outperform |
 TSLA | Tesla | 3.41% | $25.20M | $1.50T | -11.10% | 73Outperform |
 V | Visa | 3.07% | $22.71M | $784.41B | 25.56% | 70Outperform |
QDVO Technical Analysis
Price Trends
Market Momentum
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 28.55 is below the 20-day moving average (MA) of 28.71, below the 50-day MA of 29.22, and above the 200-day MA of 27.99, indicating a neutral trend. The MACD of -0.39 indicates Positive momentum. The RSI at 47.55 is Neutral, neither overbought nor oversold. The STOCH value of 52.74 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| QDVO | $28.55 | $32.00(12.08% Upside) | $739.44M | 0.56% | 72Outperform |
 LGDS | $46.82 | $61.75(31.90% Upside) | $997.67M | 0.30% | 75Outperform |
 FLCG | $33.24 | $42.92(29.13% Upside) | $803.88M | 0.39% | 75Outperform |
 CAML | $39.08 | $48.62(24.42% Upside) | $362.45M | 0.65% | 75Outperform |
 LRGE | $84.24 | $112.55(33.61% Upside) | $352.79M | 0.48% | 73Outperform |
 CARK | $45.82 | $57.60(25.72% Upside) | $318.22M | 0.54% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| QDVO | Amplify CWP Growth & Income ETF | 28.55 | 2.24 | 8.50% | |
| LGDS | JPMorgan Fundamental Data Science Large Growth ETF | 46.82 | -2.27 | -4.63% | |
| FLCG | Federated Hermes MDT Large Cap Growth ETF | 33.24 | 0.76 | 2.35% | |
| CAML | Congress Large Cap Growth ETF | 39.08 | 0.89 | 2.33% | |
| LRGE | ClearBridge Large Cap Growth ESG ETF | 84.23 | 2.11 | 2.58% | |
| CARK | CastleArk Large Growth ETF | 45.82 | 2.19 | 5.02% |
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.