AMZA vs. BBP
Compare and contrast key facts about InfraCap MLP ETF (AMZA) and Virtus LifeSci Biotech Products ETF (BBP).
AMZA and BBP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AMZA is an actively managed fund by Virtus Investment Partners. It was launched on Oct 7, 2014. BBP is a passively managed fund by Virtus Investment Partners that tracks the performance of the LifeSci Biotechnology Products Index. It was launched on Dec 17, 2014.
Performance
AMZA vs. BBP - Performance Comparison
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AMZA vs. BBP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 19.38% | 0.17% | 30.90% | 23.35% | 33.20% | 51.22% | -49.25% | 6.27% | -26.78% | -6.90% |
BBP Virtus LifeSci Biotech Products ETF | 3.94% | 33.15% | 3.32% | 17.88% | 0.85% | -8.17% | 22.24% | 24.73% | -13.95% | 24.07% |
Returns By Period
In the year-to-date period, AMZA achieves a 19.38% return, which is significantly higher than BBP's 3.94% return. Over the past 10 years, AMZA has underperformed BBP with an annualized return of 7.88%, while BBP has yielded a comparatively higher 12.76% annualized return.
AMZA
- 1D
- -1.45%
- 1M
- 2.49%
- YTD
- 19.38%
- 6M
- 20.02%
- 1Y
- 5.74%
- 3Y*
- 22.86%
- 5Y*
- 23.82%
- 10Y*
- 7.88%
BBP
- 1D
- 5.93%
- 1M
- -2.16%
- YTD
- 3.94%
- 6M
- 18.71%
- 1Y
- 41.70%
- 3Y*
- 19.01%
- 5Y*
- 9.37%
- 10Y*
- 12.76%
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AMZA vs. BBP - Expense Ratio Comparison
AMZA has a 2.01% expense ratio, which is higher than BBP's 0.79% expense ratio.
Return for Risk
AMZA vs. BBP — Risk / Return Rank
AMZA
BBP
AMZA vs. BBP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap MLP ETF (AMZA) and Virtus LifeSci Biotech Products ETF (BBP). 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.
| AMZA | BBP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 1.55 | -1.30 |
Sortino ratioReturn per unit of downside risk | 0.47 | 2.18 | -1.72 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.27 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 2.69 | -2.39 |
Martin ratioReturn relative to average drawdown | 0.55 | 10.18 | -9.63 |
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
| AMZA | BBP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 1.55 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.36 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.47 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.39 | -0.42 |
Correlation
The correlation between AMZA and BBP is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AMZA vs. BBP - Dividend Comparison
AMZA's dividend yield for the trailing twelve months is around 7.88%, while BBP has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 7.88% | 8.81% | 7.29% | 9.40% | 7.65% | 10.24% | 22.13% | 19.47% | 34.46% | 24.16% | 18.36% | 18.21% |
BBP Virtus LifeSci Biotech Products ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.00% | 1.29% |
Drawdowns
AMZA vs. BBP - Drawdown Comparison
The maximum AMZA drawdown since its inception was -91.46%, which is greater than BBP's maximum drawdown of -44.32%. Use the drawdown chart below to compare losses from any high point for AMZA and BBP.
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Drawdown Indicators
| AMZA | BBP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.46% | -44.32% | -47.14% |
Max Drawdown (1Y)Largest decline over 1 year | -17.90% | -13.38% | -4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -25.15% | -38.28% | +13.13% |
Max Drawdown (10Y)Largest decline over 10 years | -86.84% | -44.32% | -42.52% |
Current DrawdownCurrent decline from peak | -12.28% | -3.90% | -8.38% |
Average DrawdownAverage peak-to-trough decline | -45.54% | -12.16% | -33.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.91% | 3.72% | +6.19% |
Volatility
AMZA vs. BBP - Volatility Comparison
The current volatility for InfraCap MLP ETF (AMZA) is 5.70%, while Virtus LifeSci Biotech Products ETF (BBP) has a volatility of 11.21%. This indicates that AMZA experiences smaller price fluctuations and is considered to be less risky than BBP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMZA | BBP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 11.21% | -5.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 18.03% | -5.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.23% | 27.16% | -3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 26.23% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.45% | 27.51% | +9.94% |