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AMZA vs. DGRO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMZA and DGRO is 0.47, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

AMZA vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in InfraCap MLP ETF (AMZA) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%200.00%NovemberDecember2025FebruaryMarchApril
-23.03%
207.94%
AMZA
DGRO

Key characteristics

Sharpe Ratio

AMZA:

0.69

DGRO:

0.55

Sortino Ratio

AMZA:

1.00

DGRO:

0.87

Omega Ratio

AMZA:

1.14

DGRO:

1.12

Calmar Ratio

AMZA:

0.46

DGRO:

0.59

Martin Ratio

AMZA:

3.26

DGRO:

2.53

Ulcer Index

AMZA:

5.36%

DGRO:

3.25%

Daily Std Dev

AMZA:

25.43%

DGRO:

14.84%

Max Drawdown

AMZA:

-91.46%

DGRO:

-35.10%

Current Drawdown

AMZA:

-23.03%

DGRO:

-7.47%

Returns By Period

In the year-to-date period, AMZA achieves a 5.00% return, which is significantly higher than DGRO's -2.63% return. Over the past 10 years, AMZA has underperformed DGRO with an annualized return of -1.82%, while DGRO has yielded a comparatively higher 10.99% annualized return.


AMZA

YTD

5.00%

1M

-7.98%

6M

12.55%

1Y

16.00%

5Y*

35.71%

10Y*

-1.82%

DGRO

YTD

-2.63%

1M

-4.02%

6M

-4.49%

1Y

7.41%

5Y*

13.61%

10Y*

10.99%

*Annualized

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AMZA vs. DGRO - Expense Ratio Comparison

AMZA has a 2.01% expense ratio, which is higher than DGRO's 0.08% expense ratio.


Expense ratio chart for AMZA: current value is 2.01%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AMZA: 2.01%
Expense ratio chart for DGRO: current value is 0.08%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
DGRO: 0.08%

Risk-Adjusted Performance

AMZA vs. DGRO — Risk-Adjusted Performance Rank

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

AMZA
The Risk-Adjusted Performance Rank of AMZA is 6868
Overall Rank
The Sharpe Ratio Rank of AMZA is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of AMZA is 6767
Sortino Ratio Rank
The Omega Ratio Rank of AMZA is 6767
Omega Ratio Rank
The Calmar Ratio Rank of AMZA is 6161
Calmar Ratio Rank
The Martin Ratio Rank of AMZA is 7676
Martin Ratio Rank

DGRO
The Risk-Adjusted Performance Rank of DGRO is 6565
Overall Rank
The Sharpe Ratio Rank of DGRO is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of DGRO is 6262
Sortino Ratio Rank
The Omega Ratio Rank of DGRO is 6363
Omega Ratio Rank
The Calmar Ratio Rank of DGRO is 7070
Calmar Ratio Rank
The Martin Ratio Rank of DGRO is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMZA vs. DGRO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for InfraCap MLP ETF (AMZA) and iShares Core Dividend Growth ETF (DGRO). 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.


The chart of Sharpe ratio for AMZA, currently valued at 0.69, compared to the broader market-1.000.001.002.003.004.00
AMZA: 0.69
DGRO: 0.55
The chart of Sortino ratio for AMZA, currently valued at 1.00, compared to the broader market-2.000.002.004.006.008.00
AMZA: 1.00
DGRO: 0.87
The chart of Omega ratio for AMZA, currently valued at 1.14, compared to the broader market0.501.001.502.00
AMZA: 1.14
DGRO: 1.12
The chart of Calmar ratio for AMZA, currently valued at 0.46, compared to the broader market0.002.004.006.008.0010.0012.00
AMZA: 0.46
DGRO: 0.59
The chart of Martin ratio for AMZA, currently valued at 3.26, compared to the broader market0.0020.0040.0060.00
AMZA: 3.26
DGRO: 2.53

The current AMZA Sharpe Ratio is 0.69, which is comparable to the DGRO Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of AMZA and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.69
0.55
AMZA
DGRO

Dividends

AMZA vs. DGRO - Dividend Comparison

AMZA's dividend yield for the trailing twelve months is around 7.40%, more than DGRO's 2.33% yield.


TTM20242023202220212020201920182017201620152014
AMZA
InfraCap MLP ETF
7.40%7.29%9.40%7.65%10.24%22.13%19.47%34.46%24.16%18.36%18.21%0.00%
DGRO
iShares Core Dividend Growth ETF
2.33%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%0.97%

Drawdowns

AMZA vs. DGRO - Drawdown Comparison

The maximum AMZA drawdown since its inception was -91.46%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for AMZA and DGRO. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-23.03%
-7.47%
AMZA
DGRO

Volatility

AMZA vs. DGRO - Volatility Comparison

InfraCap MLP ETF (AMZA) has a higher volatility of 15.82% compared to iShares Core Dividend Growth ETF (DGRO) at 11.00%. This indicates that AMZA's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.82%
11.00%
AMZA
DGRO