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AMJ vs. AMZA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMJ and AMZA is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

AMJ vs. AMZA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in J.P. Morgan Alerian MLP Index ETN (AMJ) and InfraCap MLP ETF (AMZA). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%800.00%December2025FebruaryMarchAprilMay
797.47%
21.00%
AMJ
AMZA

Key characteristics

Returns By Period


AMJ

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AMZA

YTD

-2.89%

1M

0.66%

6M

6.15%

1Y

10.71%

5Y*

32.15%

10Y*

-2.58%

*Annualized

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AMJ vs. AMZA - Expense Ratio Comparison

AMJ has a 0.85% expense ratio, which is lower than AMZA's 2.01% expense ratio.


Risk-Adjusted Performance

AMJ vs. AMZA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMJ
The Risk-Adjusted Performance Rank of AMJ is 8383
Overall Rank
The Sharpe Ratio Rank of AMJ is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of AMJ is 9595
Sortino Ratio Rank
The Omega Ratio Rank of AMJ is 9595
Omega Ratio Rank
The Calmar Ratio Rank of AMJ is 3333
Calmar Ratio Rank
The Martin Ratio Rank of AMJ is 9696
Martin Ratio Rank

AMZA
The Risk-Adjusted Performance Rank of AMZA is 4848
Overall Rank
The Sharpe Ratio Rank of AMZA is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of AMZA is 4747
Sortino Ratio Rank
The Omega Ratio Rank of AMZA is 4646
Omega Ratio Rank
The Calmar Ratio Rank of AMZA is 4343
Calmar Ratio Rank
The Martin Ratio Rank of AMZA is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMJ vs. AMZA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for J.P. Morgan Alerian MLP Index ETN (AMJ) and InfraCap MLP ETF (AMZA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.64
0.51
AMJ
AMZA

Dividends

AMJ vs. AMZA - Dividend Comparison

AMJ has not paid dividends to shareholders, while AMZA's dividend yield for the trailing twelve months is around 8.00%.


TTM2024202320222021202020192018201720162015
AMJ
J.P. Morgan Alerian MLP Index ETN
0.00%1.49%6.54%6.33%7.31%10.87%8.30%8.38%6.96%47.34%0.00%
AMZA
InfraCap MLP ETF
8.00%7.29%9.40%7.65%10.24%22.13%19.47%34.46%24.16%18.36%18.21%

Drawdowns

AMJ vs. AMZA - Drawdown Comparison


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-66.94%
-15.29%
AMJ
AMZA

Volatility

AMJ vs. AMZA - Volatility Comparison

The current volatility for J.P. Morgan Alerian MLP Index ETN (AMJ) is 0.00%, while InfraCap MLP ETF (AMZA) has a volatility of 15.65%. This indicates that AMJ experiences smaller price fluctuations and is considered to be less risky than AMZA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay0
15.65%
AMJ
AMZA