AMUB vs. MVRL
Compare and contrast key facts about ETRACS Alerian MLP Index ETN Class B (AMUB) and ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL).
AMUB and MVRL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AMUB is a passively managed fund by UBS that tracks the performance of the Alerian MLP Index. It was launched on Oct 8, 2015. MVRL is a passively managed fund by UBS that tracks the performance of the MVIS US Mortgage REITs Index (150%). It was launched on Jun 2, 2020. Both AMUB and MVRL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AMUB vs. MVRL - Performance Comparison
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AMUB vs. MVRL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AMUB ETRACS Alerian MLP Index ETN Class B | 16.54% | 8.70% | 23.05% | 25.39% | 29.89% | 38.64% | -3.90% |
MVRL ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN | -5.06% | 14.96% | -3.45% | 12.30% | -42.41% | 21.71% | 57.90% |
Returns By Period
In the year-to-date period, AMUB achieves a 16.54% return, which is significantly higher than MVRL's -5.06% return.
AMUB
- 1D
- -1.33%
- 1M
- 1.05%
- YTD
- 16.54%
- 6M
- 20.87%
- 1Y
- 12.97%
- 3Y*
- 23.44%
- 5Y*
- 23.20%
- 10Y*
- 10.32%
MVRL
- 1D
- 4.29%
- 1M
- -7.14%
- YTD
- -5.06%
- 6M
- 0.60%
- 1Y
- 1.89%
- 3Y*
- 8.71%
- 5Y*
- -7.27%
- 10Y*
- —
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AMUB vs. MVRL - Expense Ratio Comparison
AMUB has a 0.80% expense ratio, which is lower than MVRL's 0.95% expense ratio.
Return for Risk
AMUB vs. MVRL — Risk / Return Rank
AMUB
MVRL
AMUB vs. MVRL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ETRACS Alerian MLP Index ETN Class B (AMUB) and ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL). 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.
| AMUB | MVRL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.05 | +0.64 |
Sortino ratioReturn per unit of downside risk | 0.98 | 0.31 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.04 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.01 | +0.71 |
Martin ratioReturn relative to average drawdown | 1.85 | 0.02 | +1.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMUB | MVRL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.05 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.17 | -0.20 | +1.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.13 | +0.14 |
Correlation
The correlation between AMUB and MVRL is 0.49, 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.
Dividends
AMUB vs. MVRL - Dividend Comparison
AMUB's dividend yield for the trailing twelve months is around 5.79%, less than MVRL's 20.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMUB ETRACS Alerian MLP Index ETN Class B | 5.79% | 6.54% | 6.02% | 6.54% | 6.35% | 7.34% | 10.94% | 8.36% | 8.48% | 7.00% | 6.61% | 2.25% |
MVRL ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN | 20.70% | 19.15% | 19.27% | 18.69% | 25.21% | 12.33% | 5.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMUB vs. MVRL - Drawdown Comparison
The maximum AMUB drawdown since its inception was -73.13%, which is greater than MVRL's maximum drawdown of -60.25%. Use the drawdown chart below to compare losses from any high point for AMUB and MVRL.
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Drawdown Indicators
| AMUB | MVRL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.13% | -60.25% | -12.88% |
Max Drawdown (1Y)Largest decline over 1 year | -17.04% | -23.13% | +6.09% |
Max Drawdown (5Y)Largest decline over 5 years | -20.58% | -60.25% | +39.67% |
Max Drawdown (10Y)Largest decline over 10 years | -73.13% | — | — |
Current DrawdownCurrent decline from peak | -2.96% | -39.84% | +36.88% |
Average DrawdownAverage peak-to-trough decline | -14.32% | -31.67% | +17.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 8.04% | -1.42% |
Volatility
AMUB vs. MVRL - Volatility Comparison
The current volatility for ETRACS Alerian MLP Index ETN Class B (AMUB) is 3.54%, while ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL) has a volatility of 12.49%. This indicates that AMUB experiences smaller price fluctuations and is considered to be less risky than MVRL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMUB | MVRL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 12.49% | -8.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.96% | 19.97% | -11.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.90% | 35.65% | -16.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 36.54% | -16.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.89% | 37.94% | -11.05% |