Amplify Insights

Amplify Natural Resources Dividend Income ETF (NDIV) 3rd Quarter Commentary 2025

Written by Amplify ETFs | Oct 27, 2025 7:33:23 PM
Amplify Natural Resources Dividend Income ETF (NDIV) seeks investment results that generally correspond to the price and yield of the EQM Natural Resources Dividend Income Index. The Index comprises dividend-paying U.S. exchange-listed equities operating primarily in the natural resource and commodity-related industries such as: energy, chemicals, agriculture, metals & mining, paper products, and timber. 
 
NDIV gained 4.34% on a net asset value (NAV) compared to its benchmark, the EQM Natural Resources Dividend Income Index at 4.58% for the third quarter (Q3) 2025.
 
Distribution Rate/Yield as of 9/30/2025
Distribution Rate*:    5.06%
30-Day SEC Yield**:    7.51%
Distribution Frequency: Monthly
 
Oil and gas stocks continue to offer high dividend yields and the opportunity for steady cash flows. Major oil and gas stocks have historically offered investors high dividend yields, especially when prices are strong.1 Amid significant volatility in oil and equities broadly, Master Limited Partnerships (MLPs)/midstream managed to outperform the broader market and the energy benchmark in 1H25. Midstream names largely reaffirmed financial guidance for 2025. Oil majors are likely to protect dividends by reducing costs and capital spending as much as possible. U.S. and European oil majors, including Exxon Mobil, Chevron, Shell and BP, have moved to cut jobs and reduce costs of late, as they look to tighten their belts amid an industry downturn.2
 

Fund inception date: 8/24/2022. NDIV’s total expense ratio is 0.59%. The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. For most recent month-end performance, visit AmplifyETFs.com/NDIV. Brokerage commissions will reduce returns. NAV is the sum of all its assets less any liabilities, divided by the number of shares outstanding. The closing price is the last price at which the fund traded. There is no guarantee that distributions will be made. *Distribution Rate is the normalized current distribution (annualized) over NAV per share. Distribution stated includes estimated net investment income and no return of capital. See Form 19a-1. **30-Day SEC Yield is a standard yield calculation developed by the Securities and Exchange Commission that allows for fairer comparisons among bond funds. It is based on the most recent month end. This figure reflects the income earned from dividends – excluding option income – during the period after deducting the Fund’s expenses for the period.

Among NDIV’s top performers in Q3 were Helmerich & Payne (+48%), CVR Energy (+36%), and APA Corp (+35%)

US land rig driller Helmerich & Payne operates the largest fleet of land drilling rigs and has a growing international presence despite headwinds. Quarterly revenue rose 49.2% year-over-year to $1.04 billion, above analyst estimates of $1 billion.3 CVR Energy continues to be a target of activist investor Carl Icahn. Improving crack spreads4 and cost efficiencies have driven a rebound in the stock.5 APA Corp’s recent August earnings call painted a picture of robust financial health and strategic advancements, despite some operational challenges. The company reported a noteworthy reduction in net debt, cutting over $850 million in the quarter, which marks a decrease of more than 15%.6

Detractors from performance for the Q3 period were FMC Corp (-18%), LyondellBasell Industries (-13%) and Atlas Energy Solutions (-13%)

FMC Corp’s stock reached a new 52-week low, while maintaining a notable 7.46% dividend yield and a 20-year streak of consistent dividend payments. Company earnings actually beat expectations amid market pressures and internal challenges.7 Chemical company LyondellBasell is pausing projects due to a weak operating environment.8 Atlas Energy Solutions saw multiple downgrades on soft Permian sand market pricing pressures.9

Visit the NDIV fund page for more information, including fact sheets, index methodology and regulatory documents.