l shift from JEPI to DIVO, particularly if your portfolio requires
7/2/2025 02:35am
**Consider shifting from JEPI to DIVO if your portfolio focuses on dividend income and you prioritize lower expense ratios and more stable dividend yields.** Here's why:
1. **Lower Expense Ratio**: DIVO has a lower expense ratio of 0.56% compared to JEPI's 0.35%. This means that for every dollar you invest, you can expect to pay less in fees, potentially leading to higher returns after accounting for expenses.
|code|Ticker|Name|Expense Ratio|market_code|
|---|---|---|---|---|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|0.56|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|0.35|169|
2. **Stable Dividend Yield**: DIVO's dividend yield has been consistent at 5.86% as of June 30, 2025, which is a key metric for income-focused investors. JEPI's dividend yield has not been provided, but a stable and attractive yield is a significant advantage.
DIVO Top 10 Holdings, DIVO Dividend Yield
|code|etf code|etf name|Last Price|Last Change|Holding Code|Holding Name|Holding Weight|Dividend Yield (TTM)[20250630]|Trading Date|market_code|
|---|---|---|---|---|---|---|---|---|---|---|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793||Short Term Investments Trust Government & Agency Portfolio Institutional|6.75|5.855998|20250630|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793|IBM.N|IBM|5.510000000000001|5.855998|20250630|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793|META.O|Meta|5.2299999999999995|5.855998|20250630|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793|GS.N|Goldman Sachs|5.12|5.855998|20250630|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793|RTX.N|RTX|5.04|5.855998|20250630|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793|MSFT.O|Microsoft|5.04|5.855998|20250630|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793|JPM.N|Jpmorgan Chase|5.029999999999999|5.855998|20250630|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793|HD.N|The Home Depot|4.92|5.855998|20250630|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793|V.N|Visa|4.89|5.855998|20250630|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|42.7099|0.375793|CME.O|CME Group|4.67|5.855998|20250630|169|
3. **Portfolio Alignment**: If your portfolio is geared towards generating dividend income, DIVO's holdings and yield alignment better with this objective. JEPI's performance and focus are not provided, so it's difficult to assess its suitability without additional information.
4. **Market Performance**: While past performance is not indicative of future results, DIVO has shown a slight positive movement in the pre-market session and a generally upward trend over the past two weeks, with a few minor fluctuations. JEPI also showed some movement, but the overall pattern is not as clear.
|code|Ticker|Name|Date|Percentage Change|market_code|
|---|---|---|---|---|---|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250616|0.392577|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250617|-0.69321|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250618|-0.232683|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250620|0.01794|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250623|0.681614|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250624|0.783895|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250625|-0.371221|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250626|0.070972|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250627|0.460993|169|
|JEPI|JEPI.P|JPMorgan Equity Premium Income ETF|20250630|0.335334|169|
|code|Ticker|Name|Date|Percentage Change|market_code|
|---|---|---|---|---|---|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250616|0.725163|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250617|-0.359971|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250618|-0.120424|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250620|-0.096455|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250623|0.965484|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250624|0.502032|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250625|-0.285442|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250626|0.787214|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250627|-0.047337|169|
|DIVO|DIVO.P|Amplify CWP Enhanced Dividend Income ETF|20250630|0.757755|169|
5. **Investor Considerations**: If your investment strategy is centered around dividend income and you are sensitive to expense ratios, DIVO might be a better fit. However, if there are other factors such as growth potential or different investment objectives that are more important to your portfolio, JEPI could still be a suitable choice.
In conclusion, if your portfolio's primary goal is to generate dividend income and you value lower expense ratios and stable dividend yields, shifting from JEPI to DIVO could be beneficial. However, it's important to consider your investment strategy, risk tolerance, and other fund-specific factors before making any changes.