See what your fund actually adds
Amplify Etho Climate Leadership U.S. ETF ETHO
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | ETHO | Replication |
|---|---|---|
| Annualized growth | 6.6% | 6.2% |
| Annualized volatility | 19.2% | 19.3% |
| Sharpe ratio | 0.43 | 0.41 |
| Maximum drawdown | 30.0% | 28.1% |
| Replication fit (R²) | 0.95 · Tracking error 4.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model ETHO’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 36.0% |
| IJR | US Small Cap | 29.7% |
| VBR | Small-Cap · Value | 15.5% |
| RSP | Factor · Equal Weight | 10.0% |
| IJH | US Mid Cap | 8.7% |