ETF Evaluator: Amplify Etho Climate Leadership U.S. ETF (ETHO) Follow This ETF

Amplify Etho Climate Leadership U.S. ETF Overview

Amplify Etho Climate Leadership U.S. ETF (ETHO) is a passively managed U.S. Equity Mid-Cap Blend exchange-traded fund (ETF). Amplify ETFs launched the ETF in 2015.

The investment seeks investment results that generally correlate (before fees and expenses) to the total return performance of the Etho Climate Leadership Index – U.S. The index tracks the performance of the equity securities of a diversified set of U.S. companies that are leaders in their industry with respect to their carbon impact. Under normal circumstances, the fund will invest at least 80% of its total assets in U.S. companies that are leaders in their industry with respect to their carbon impact. The fund is non-diversified.

About Amplify Etho Climate Leadership U.S. ETF (ETHO)

There are 2 members of the management team with an average tenure of 2.43 years: Charles Ragauss (2024) and Qiao Duan (2024). Management tenure is more important for actively managed ETFs than passive index ETFs.

The ETF has 2 primary benchmarks: Etho Climate Leadership TR USD index with a weighting of 100% and S&P 500 (TR) (1970) index with a weighting of 100%. Amplify Etho Climate Leadership U.S. ETF has 292 securities in its portfolio. The top 10 holdings constitute 8.4% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is considered to have an ESG focus with its investment selection and management.

Amplify Etho Climate Leadership U.S. ETF is part of the Equity global asset class and is within the U.S. Equity ETF group. Amplify Etho Climate Leadership U.S. ETF has 0.7% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 99.1% There is 0.7% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Amplify Etho Climate Leadership U.S. ETF has 0.2% of the portfolio in cash.

Assets Under Management

The fund has $189 million in total assets, which is below the $4 billion average for the Mid-Cap Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

ETHO Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Amplify Etho Climate Leadership U.S. ETF expense ratio is average compared to funds in the Mid-Cap Blend category. Amplify Etho Climate Leadership U.S. ETF has an expense ratio of 0.45%, which is 1% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Amplify Etho Climate Leadership U.S. ETF has a portfolio turnover rate of 29%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 77% for the Mid-Cap Blend category.

Recently, in the month of June 2026, Amplify Etho Climate Leadership U.S. ETF returned 5.8%, which earned it a grade of A, as the Mid-Cap Blend category had an average return of 3.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

Amplify Etho Climate Leadership U.S. ETF has a trailing yield of 0.69%, which is below the 0.85% category average. The fund normally distributes its income quarterly and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Amplify Etho Climate Leadership U.S. ETF Grades

Year to date, the ETF has returned 23.6%, 7.5 percentage points better than the category, which translates into a grade of A. The fund has returned 38.8% over the past year (grade of A), 15.9% over the past three years (grade of C) and 6.9% per year over the past five years (grade of F) and 13.2% per year over the past 10 years (grade of A).

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