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Upturn AI SWOT - About
Amplify Cash Flow Dividend Leaders ETF (COWS)
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Upturn Advisory Summary
04/01/2025: COWS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.07% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 10113 | Beta - | 52 Weeks Range 26.74 - 31.91 | Updated Date 04/1/2025 |
52 Weeks Range 26.74 - 31.91 | Updated Date 04/1/2025 |
Upturn AI SWOT
Amplify Cash Flow Dividend Leaders ETF
ETF Overview
Overview
The Amplify Cash Flow Dividend Leaders ETF (COWZ) seeks to provide investment results that correspond to the performance of the RF-O'Neil U.S. Cash Flow Leaders Dividend Index. It focuses on companies with strong free cash flow and dividend yields.
Reputation and Reliability
Amplify ETFs is known for its innovative and thematic ETFs, though relatively newer compared to larger issuers. They have generally been reliable in managing their ETFs.
Management Expertise
Amplify ETFs has a dedicated management team with experience in ETF structuring, portfolio management, and distribution.
Investment Objective
Goal
To provide investment results that correspond to the performance of the RF-O'Neil U.S. Cash Flow Leaders Dividend Index.
Investment Approach and Strategy
Strategy: Tracks the RF-O'Neil U.S. Cash Flow Leaders Dividend Index, which selects companies based on free cash flow yield and dividend yield.
Composition Primarily holds U.S. equities with strong free cash flow and dividend characteristics.
Market Position
Market Share: COWZ holds a moderate market share within the dividend-focused ETF space.
Total Net Assets (AUM): 1750000000
Competitors
Key Competitors
- VYM
- DVY
- SCHD
Competitive Landscape
The dividend ETF market is highly competitive with numerous established players. COWZ distinguishes itself by focusing on free cash flow, which can provide a different risk/return profile compared to competitors that emphasize dividend yield or dividend growth. Its AUM is considerably smaller than major competitors.
Financial Performance
Historical Performance: Historical performance varies depending on the period. Review fund fact sheets for details.
Benchmark Comparison: Performance should be compared to the RF-O'Neil U.S. Cash Flow Leaders Dividend Index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, facilitating relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector performance influence COWZ. Changes in investor sentiment toward dividend stocks also play a role.
Growth Trajectory
Growth depends on the fund's ability to attract assets and maintain competitive performance relative to its benchmark and peers. Strategic changes are publicized by the issuer.
Moat and Competitive Advantages
Competitive Edge
COWZ's focus on free cash flow as a primary selection criterion differentiates it from many dividend ETFs that focus solely on yield or dividend growth. Free cash flow is a strong indicator of a company's financial health and ability to sustain dividends. This methodology potentially selects companies with more resilient business models. However, its smaller AUM compared to larger competitors poses a disadvantage in terms of brand recognition and economies of scale.
Risk Analysis
Volatility
COWZ's volatility depends on the underlying stocks. Assess the fund's beta and standard deviation for specific time periods.
Market Risk
Market risk is inherent in equity investments. Sector-specific risks may arise depending on the ETF's sector allocation.
Investor Profile
Ideal Investor Profile
Investors seeking dividend income with a focus on financial health and free cash flow of underlying companies, and who are comfortable with moderate risk, are ideal candidates.
Market Risk
Suitable for long-term investors seeking a combination of income and potential capital appreciation. Not suitable for active traders seeking rapid gains.
Summary
COWZ provides exposure to dividend-paying companies with strong free cash flow. Its unique selection methodology distinguishes it from traditional dividend ETFs. While its expense ratio is reasonable, its AUM is relatively small. It suits long-term investors seeking a blend of income and capital appreciation from financially sound companies. Investors should assess the ETF's suitability based on their risk tolerance and investment goals.
Similar Companies
DFAS
Dimensional U.S. Small Cap ETF
DFAS
Dimensional U.S. Small Cap ETF
DON
WisdomTree U.S. MidCap Dividend Fund
DON
WisdomTree U.S. MidCap Dividend Fund
FDL
First Trust Morningstar Dividend Leaders Index Fund
FDL
First Trust Morningstar Dividend Leaders Index Fund
RDIV
Invesco S&P Ultra Dividend Revenue ETF
RDIV
Invesco S&P Ultra Dividend Revenue ETF
SDOG
ALPS Sector Dividend Dogs ETF
SDOG
ALPS Sector Dividend Dogs ETF
Sources and Disclaimers
Data Sources:
- Amplify ETFs website
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Amplify Cash Flow Dividend Leaders ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets in securities that comprise the index, which will primarily include dividend paying U.S. equity securities. The index is based on a proprietary methodology developed and maintained by Kelly Indexes, LLC, an affiliate of Kelly Strategic Management, LLC, an investment sub-adviser to the fund. The fund is non-diversified.
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