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AMTR vs. KBWP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

AMTR vs. KBWP

Last updated May 18, 2025

Compare and contrast key facts about ETRACS Alerian Midstream Energy Total Return Index ETN (AMTR) and Invesco KBW Property & Casualty Insurance ETF (KBWP).

AMTR and KBWP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AMTR is a passively managed fund by UBS that tracks the performance of the Alerian Midstream Energy Index. It was launched on Oct 20, 2020. KBWP is a passively managed fund by Invesco that tracks the performance of the KBW Nasdaq Property & Casualty (TR). It was launched on Dec 2, 2010. Both AMTR and KBWP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMTR or KBWP.

Correlation

The correlation between AMTR and KBWP is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

AMTR vs. KBWP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETRACS Alerian Midstream Energy Total Return Index ETN (AMTR) and Invesco KBW Property & Casualty Insurance ETF (KBWP). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

AMTR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

KBWP

YTD

7.92%

1M

5.59%

6M

3.81%

1Y

17.78%

5Y*

22.26%

10Y*

13.43%

*Annualized

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AMTR vs. KBWP - Expense Ratio Comparison

AMTR has a 0.75% expense ratio, which is higher than KBWP's 0.35% expense ratio.

AMTR
ETRACS Alerian Midstream Energy Total Return Index ETN
KBWP
Invesco KBW Property & Casualty Insurance ETF

Risk-Adjusted Performance

AMTR vs. KBWP — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AMTR
The Risk-Adjusted Performance Rank of AMTR is 9898
Overall Rank
The Sharpe Ratio Rank of AMTR is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of AMTR is 9898
Sortino Ratio Rank
The Omega Ratio Rank of AMTR is 9797
Omega Ratio Rank
The Calmar Ratio Rank of AMTR is 9898
Calmar Ratio Rank
The Martin Ratio Rank of AMTR is 9898
Martin Ratio Rank
KBWP
The Risk-Adjusted Performance Rank of KBWP is 8181
Overall Rank
The Sharpe Ratio Rank of KBWP is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of KBWP is 7777
Sortino Ratio Rank
The Omega Ratio Rank of KBWP is 7878
Omega Ratio Rank
The Calmar Ratio Rank of KBWP is 9090
Calmar Ratio Rank
The Martin Ratio Rank of KBWP is 8080
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.

AMTR vs. KBWP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ETRACS Alerian Midstream Energy Total Return Index ETN (AMTR) and Invesco KBW Property & Casualty Insurance ETF (KBWP). 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.

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Dividends

AMTR vs. KBWP - Dividend Comparison

AMTR has not paid dividends to shareholders, while KBWP's dividend yield for the trailing twelve months is around 1.67%.

TTM20242023202220212020201920182017201620152014
AMTR
ETRACS Alerian Midstream Energy Total Return Index ETN		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KBWP
Invesco KBW Property & Casualty Insurance ETF		1.67%1.64%1.68%1.99%3.02%1.93%1.99%2.11%1.90%2.14%1.35%2.73%

Drawdowns

AMTR vs. KBWP - Drawdown Comparison

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Volatility

AMTR vs. KBWP - Volatility Comparison

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