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AMZA vs. ATMP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMZA vs. ATMP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in InfraCap MLP ETF (AMZA) and Barclays ETN+ Select MLP ETN (ATMP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AMZA achieves a 21.75% return, which is significantly higher than ATMP's 19.93% return. Both investments have delivered pretty close results over the past 10 years, with AMZA having a 4.82% annualized return and ATMP not far ahead at 4.89%.


AMZA

1D
1.05%
1M
-0.40%
YTD
21.75%
6M
21.36%
1Y
19.39%
3Y*
21.86%
5Y*
19.46%
10Y*
4.82%

ATMP

1D
-1.19%
1M
-1.47%
YTD
19.93%
6M
20.71%
1Y
19.23%
3Y*
21.15%
5Y*
16.13%
10Y*
4.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMZA vs. ATMP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMZA
InfraCap MLP ETF
21.75%0.17%30.90%23.35%33.20%51.22%-49.25%6.27%-26.78%-6.90%
ATMP
Barclays ETN+ Select MLP ETN
19.93%1.73%31.66%14.51%20.71%33.06%-34.39%0.39%-14.55%-11.89%

Correlation

The correlation between AMZA and ATMP is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.84

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (5Y)
Calculated over the trailing 5-year period

0.87

Correlation (10Y)
Calculated over the trailing 10-year period

0.89

Correlation (All Time)
Calculated using the full available price history since Oct 3, 2014

0.89

The correlation between AMZA and ATMP has been stable across timeframes, ranging from 0.84 to 0.89 - a consistent structural relationship.

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Return for Risk

AMZA vs. ATMP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMZA
AMZA Risk / Return Rank: 3030
Overall Rank
AMZA Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
AMZA Sortino Ratio Rank: 3030
Sortino Ratio Rank
AMZA Omega Ratio Rank: 2828
Omega Ratio Rank
AMZA Calmar Ratio Rank: 3434
Calmar Ratio Rank
AMZA Martin Ratio Rank: 2929
Martin Ratio Rank

ATMP
ATMP Risk / Return Rank: 4040
Overall Rank
ATMP Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
ATMP Sortino Ratio Rank: 3838
Sortino Ratio Rank
ATMP Omega Ratio Rank: 3535
Omega Ratio Rank
ATMP Calmar Ratio Rank: 4949
Calmar Ratio Rank
ATMP Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMZA vs. ATMP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for InfraCap MLP ETF (AMZA) and Barclays ETN+ Select MLP ETN (ATMP). 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.


AMZAATMPDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.39

-0.29

Sortino ratio

Return per unit of downside risk

1.61

1.98

-0.37

Omega ratio

Gain probability vs. loss probability

1.19

1.24

-0.05

Calmar ratio

Return relative to maximum drawdown

1.71

2.50

-0.78

Martin ratio

Return relative to average drawdown

4.33

6.20

-1.87

AMZA vs. ATMP - Sharpe Ratio Comparison

The current AMZA Sharpe Ratio is 1.10, which is comparable to the ATMP Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of AMZA and ATMP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AMZAATMPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.39

-0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

0.73

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.13

0.18

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.02

0.09

-0.11

Drawdowns

AMZA vs. ATMP - Drawdown Comparison

The maximum AMZA drawdown since its inception was -91.46%, which is greater than ATMP's maximum drawdown of -80.86%. Use the drawdown chart below to compare losses from any high point for AMZA and ATMP.


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Drawdown Indicators


AMZAATMPDifference

Max Drawdown

Largest peak-to-trough decline

-91.46%

-80.86%

-10.60%

Max Drawdown (1Y)

Largest decline over 1 year

-12.16%

-7.26%

-4.90%

Max Drawdown (3Y)

Largest decline over 3 years

-18.56%

-16.48%

-2.08%

Max Drawdown (5Y)

Largest decline over 5 years

-25.15%

-22.98%

-2.17%

Max Drawdown (10Y)

Largest decline over 10 years

-86.84%

-75.66%

-11.18%

Current Drawdown

Current decline from peak

-10.54%

-6.13%

-4.41%

Average Drawdown

Average peak-to-trough decline

-45.03%

-31.15%

-13.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.81%

2.93%

+1.88%

Volatility

AMZA vs. ATMP - Volatility Comparison

The current volatility for InfraCap MLP ETF (AMZA) is 5.86%, while Barclays ETN+ Select MLP ETN (ATMP) has a volatility of 6.18%. This indicates that AMZA experiences smaller price fluctuations and is considered to be less risky than ATMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMZAATMPDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.86%

6.18%

-0.32%

Volatility (6M)

Calculated over the trailing 6-month period

13.40%

10.74%

+2.66%

Volatility (1Y)

Calculated over the trailing 1-year period

17.75%

14.05%

+3.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.84%

22.23%

+3.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.26%

27.69%

+9.57%

AMZA vs. ATMP - Expense Ratio Comparison

AMZA has a 2.01% expense ratio, which is higher than ATMP's 0.95% expense ratio.


Dividends

AMZA vs. ATMP - Dividend Comparison

AMZA's dividend yield for the trailing twelve months is around 8.05%, while ATMP has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AMZA
InfraCap MLP ETF
8.05%8.81%7.29%9.40%7.65%10.24%22.13%19.47%34.46%24.16%18.36%18.21%
ATMP
Barclays ETN+ Select MLP 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%

Frequently Asked Questions


AMZA and ATMP have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ATMP has higher volatility (6.18%) compared to AMZA (5.86%). In terms of maximum drawdown, AMZA dropped -91.46% vs ATMP's -80.86%.

On 10-year performance, ATMP leads with 4.89% vs 4.82% for AMZA. On fees, ATMP is cheaper at 0.95% per year. On volatility, AMZA has been the lower-risk option at 5.86%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, ATMP has performed better with a 4.89% return vs 4.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ATMP is cheaper with a 0.95% expense ratio, compared with 2.01% for AMZA.

AMZA has the higher dividend yield at 8.05%, compared with 0.00% for ATMP.

They also come from different issuers: Virtus Investment Partners and Barclays Capital. Their fees differ too: 2.01% for AMZA and 0.95% for ATMP.

ATMP currently has the higher Sharpe Ratio (1.39 vs 1.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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