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AMND vs. DVXE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMND vs. DVXE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND) and WEBs Energy XLE Defined Volatility ETF (DVXE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


AMND

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

DVXE

1D
1.52%
1M
-1.50%
YTD
44.98%
6M
39.14%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMND vs. DVXE - Yearly Performance Comparison


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Return for Risk

AMND vs. DVXE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND) and WEBs Energy XLE Defined Volatility ETF (DVXE). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AMND vs. DVXE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AMNDDVXEDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.99

Drawdowns

AMND vs. DVXE - Drawdown Comparison


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Drawdown Indicators


AMNDDVXEDifference

Max Drawdown

Largest peak-to-trough decline

-17.96%

Current Drawdown

Current decline from peak

-11.99%

Average Drawdown

Average peak-to-trough decline

-5.80%

Volatility

AMND vs. DVXE - Volatility Comparison


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Volatility by Period


AMNDDVXEDifference

Volatility (1Y)

Calculated over the trailing 1-year period

31.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.23%

AMND vs. DVXE - Expense Ratio Comparison

AMND has a 0.75% expense ratio, which is lower than DVXE's 0.89% expense ratio.


Dividends

AMND vs. DVXE - Dividend Comparison

Neither AMND nor DVXE has paid dividends to shareholders.


PositionTTM202520242023202220212020
AMND
ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050
0.00%0.00%5.14%6.56%6.37%7.10%2.49%
DVXE
WEBs Energy XLE Defined Volatility ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, AMND is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AMND is cheaper with a 0.75% expense ratio, compared with 0.89% for DVXE.

AMND and DVXE have nearly identical dividend yields, around 0.00%.

AMND tracks Alerian Midstream Energy Dividend Index, while DVXE tracks Syntax Defined Volatility XLE Index. They also come from different issuers: UBS and WEBs. Their fees differ too: 0.75% for AMND and 0.89% for DVXE.

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