AMZA vs. CDUAF
AMZA (InfraCap MLP ETF) is MLPs fund actively managed by Virtus, while CDUAF (Canadian Utilities Limited) is a stock. Over the past 10 years, AMZA returned 5.46%/yr vs 7.88%/yr for CDUAF. Their 0.20 correlation means their historical movements had little consistent relationship.
Performance
AMZA vs. CDUAF - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with AMZA having a 30.46% return and CDUAF slightly higher at 31.32%. Over the past 10 years, AMZA has underperformed CDUAF with an annualized return of 5.46%, while CDUAF has yielded a comparatively higher 7.88% annualized return.
AMZA
- 1D
- 0.65%
- 1M
- 5.94%
- 6M
- 21.61%
- YTD
- 30.46%
- 1Y
- 23.26%
- 3Y*
- 22.79%
- 5Y*
- 22.88%
- 10Y*
- 5.46%
- ALL TIME*
- -0.35%
CDUAF
- 1D
- -0.76%
- 1M
- 8.47%
- 6M
- 26.63%
- YTD
- 31.32%
- 1Y
- 49.12%
- 3Y*
- 24.47%
- 5Y*
- 12.01%
- 10Y*
- 7.88%
- ALL TIME*
- 3.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AMZA InfraCap MLP ETF | $1.66M | $1.65M | $1.75M |
| $3.27M | $2.89M | $1.49M |
AMZA vs. CDUAF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 30.46% | 0.17% | 30.90% | 23.35% | 33.20% | 51.22% | -49.25% | 6.27% | -26.78% | -6.90% |
CDUAF Canadian Utilities Limited | 31.32% | 35.10% | 6.34% | -6.25% | -1.87% | 25.16% | -14.69% | 37.49% | -19.67% | 15.55% |
Correlation
The correlation between AMZA and CDUAF is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.17 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2014 | 0.20 |
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Return for Risk
AMZA vs. CDUAF — Risk / Return Rank
AMZA
CDUAF
AMZA vs. CDUAF - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMZA | CDUAF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.98 | ||
| Sortino ratioReturn per unit of downside risk | -2.61 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.61 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 9.60 | -7.75 |
| Martin ratioReturn relative to average drawdown | 4.51 | 23.94 | -19.42 |
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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 -71.22%. Use the drawdown chart below to compare losses from any high point for AMZA and CDUAF.
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Drawdown Indicators
| AMZA | CDUAF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.46% | -71.22% | -20.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.84% | -5.35% | -6.49% |
Max Drawdown (3Y)Largest decline over 3 years | -18.56% | -13.56% | -5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -25.15% | -31.94% | +6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -86.84% | -41.92% | -44.92% |
Current DrawdownCurrent decline from peak | -4.13% | -9.04% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -44.51% | -39.68% | -4.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.02% | 2.14% | +2.88% |
Volatility
AMZA vs. CDUAF - Volatility Comparison
InfraCap MLP ETF (AMZA) and Canadian Utilities Limited (CDUAF) have volatilities of 5.43% and 5.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMZA | CDUAF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 5.29% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 14.17% | 12.42% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 16.46% | +1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.27% | 19.13% | +6.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.14% | 24.16% | +12.98% |
Dividends
AMZA vs. CDUAF - Dividend Comparison
AMZA's dividend yield for the trailing twelve months is around 7.83%, more than CDUAF's 3.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 7.83% | 8.81% | 7.29% | 9.40% | 7.65% | 10.24% | 22.13% | 19.47% | 34.46% | 24.16% | 18.36% | 18.21% |
CDUAF Canadian Utilities Limited | 3.34% | 4.21% | 5.47% | 6.05% | 5.03% | 4.85% | 5.32% | 4.24% | 4.49% | 4.82% | 4.82% | 5.11% |
Frequently Asked Questions
AMZA and CDUAF have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMZA has higher volatility (5.43%) compared to CDUAF (5.29%). In terms of maximum drawdown, AMZA dropped -91.46% vs CDUAF's -71.22%.
CDUAF currently has the higher Sharpe Ratio (3.18 vs 1.20), 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.
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