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AMND vs. PBOG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMND vs. PBOG - 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 Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). 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*

PBOG

1D
1.23%
1M
-2.32%
YTD
32.22%
6M
29.70%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMND vs. PBOG - Yearly Performance Comparison


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Return for Risk

AMND vs. PBOG - 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 Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). 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. PBOG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AMNDPBOGDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

3.31

Drawdowns

AMND vs. PBOG - Drawdown Comparison


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Drawdown Indicators


AMNDPBOGDifference

Max Drawdown

Largest peak-to-trough decline

-11.45%

Current Drawdown

Current decline from peak

-6.81%

Average Drawdown

Average peak-to-trough decline

-3.10%

Volatility

AMND vs. PBOG - Volatility Comparison


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Volatility by Period


AMNDPBOGDifference

Volatility (1Y)

Calculated over the trailing 1-year period

23.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.67%

AMND vs. PBOG - Expense Ratio Comparison

AMND has a 0.75% expense ratio, which is higher than PBOG's 0.13% expense ratio.


Dividends

AMND vs. PBOG - Dividend Comparison

AMND has not paid dividends to shareholders, while PBOG's dividend yield for the trailing twelve months is around 0.13%.


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%
PBOG
Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF
0.13%0.17%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBOG is cheaper with a 0.13% expense ratio, compared with 0.75% for AMND.

PBOG has the higher dividend yield at 0.13%, compared with 0.00% for AMND.

AMND is categorized as Energy Equities, while PBOG is Oil & Gas. AMND tracks Alerian Midstream Energy Dividend Index, while PBOG tracks BITA Global Oil & Gas Select Index. They also come from different issuers: UBS and Portfolio Building Blocks. Their fees differ too: 0.75% for AMND and 0.13% for PBOG.

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