AMZA vs. CDUAF
Compare and contrast key facts about InfraCap MLP ETF (AMZA) and Canadian Utilities Limited (CDUAF).
AMZA is an actively managed fund by Virtus Investment Partners. It was launched on Oct 7, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMZA or CDUAF.
Correlation
The correlation between AMZA and CDUAF is 0.24, 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.
Performance
AMZA vs. CDUAF - Performance Comparison
Key characteristics
AMZA:
0.59
CDUAF:
1.65
AMZA:
0.89
CDUAF:
2.32
AMZA:
1.12
CDUAF:
1.31
AMZA:
0.40
CDUAF:
1.18
AMZA:
2.80
CDUAF:
5.76
AMZA:
5.39%
CDUAF:
5.47%
AMZA:
25.46%
CDUAF:
19.23%
AMZA:
-91.46%
CDUAF:
-47.91%
AMZA:
-23.94%
CDUAF:
-2.65%
Returns By Period
In the year-to-date period, AMZA achieves a 3.75% return, which is significantly lower than CDUAF's 14.38% return. Over the past 10 years, AMZA has underperformed CDUAF with an annualized return of -1.93%, while CDUAF has yielded a comparatively higher 2.84% annualized return.
AMZA
3.75%
-9.17%
11.08%
14.23%
35.35%
-1.93%
CDUAF
14.38%
6.67%
8.19%
28.41%
8.26%
2.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AMZA vs. CDUAF — Risk-Adjusted Performance Rank
AMZA
CDUAF
AMZA vs. CDUAF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap MLP ETF (AMZA) and Canadian Utilities Limited (CDUAF). 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
AMZA vs. CDUAF - Dividend Comparison
AMZA's dividend yield for the trailing twelve months is around 7.49%, more than CDUAF's 4.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 7.49% | 7.29% | 9.40% | 7.65% | 10.24% | 22.13% | 19.47% | 34.46% | 24.16% | 18.36% | 18.21% | 0.00% |
CDUAF Canadian Utilities Limited | 4.78% | 5.47% | 5.53% | 5.03% | 4.85% | 5.32% | 4.24% | 4.15% | 3.95% | 3.61% | 4.11% | 2.73% |
Drawdowns
AMZA vs. CDUAF - Drawdown Comparison
The maximum AMZA drawdown since its inception was -91.46%, which is greater than CDUAF's maximum drawdown of -47.91%. Use the drawdown chart below to compare losses from any high point for AMZA and CDUAF. For additional features, visit the drawdowns tool.
Volatility
AMZA vs. CDUAF - Volatility Comparison
InfraCap MLP ETF (AMZA) has a higher volatility of 15.83% compared to Canadian Utilities Limited (CDUAF) at 9.17%. This indicates that AMZA's price experiences larger fluctuations and is considered to be riskier than CDUAF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.