AMTR vs. VDE
Compare and contrast key facts about ETRACS Alerian Midstream Energy Total Return Index ETN (AMTR) and Vanguard Energy ETF (VDE).
AMTR and VDE 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. VDE is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Energy 25/50 Index. It was launched on Sep 23, 2004. Both AMTR and VDE 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 VDE.
Correlation
The correlation between AMTR and VDE is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AMTR vs. VDE - Performance Comparison
Key characteristics
AMTR:
3.62
VDE:
0.17
AMTR:
5.03
VDE:
0.35
AMTR:
1.67
VDE:
1.04
AMTR:
9.35
VDE:
0.22
AMTR:
33.97
VDE:
0.51
AMTR:
1.44%
VDE:
5.92%
AMTR:
13.51%
VDE:
18.08%
AMTR:
-19.33%
VDE:
-74.16%
AMTR:
-5.24%
VDE:
-13.23%
Returns By Period
In the year-to-date period, AMTR achieves a 44.69% return, which is significantly higher than VDE's 3.61% return.
AMTR
44.69%
-2.94%
27.99%
44.98%
N/A
N/A
VDE
3.61%
-12.80%
-3.74%
2.18%
12.03%
4.00%
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AMTR vs. VDE - Expense Ratio Comparison
AMTR has a 0.75% expense ratio, which is higher than VDE's 0.10% expense ratio.
Risk-Adjusted Performance
AMTR vs. VDE - 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 Vanguard Energy ETF (VDE). 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.
Dividends
AMTR vs. VDE - Dividend Comparison
AMTR has not paid dividends to shareholders, while VDE's dividend yield for the trailing twelve months is around 3.33%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VDE Vanguard Energy ETF | 3.33% | 3.34% | 3.65% | 4.13% | 4.76% | 3.59% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% | 1.74% |
Drawdowns
AMTR vs. VDE - Drawdown Comparison
The maximum AMTR drawdown since its inception was -19.33%, smaller than the maximum VDE drawdown of -74.16%. Use the drawdown chart below to compare losses from any high point for AMTR and VDE. For additional features, visit the drawdowns tool.
Volatility
AMTR vs. VDE - Volatility Comparison
ETRACS Alerian Midstream Energy Total Return Index ETN (AMTR) has a higher volatility of 5.29% compared to Vanguard Energy ETF (VDE) at 5.03%. This indicates that AMTR's price experiences larger fluctuations and is considered to be riskier than VDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.