AMZA vs. DIV
Compare and contrast key facts about InfraCap MLP ETF (AMZA) and Global X SuperDividend U.S. ETF (DIV).
AMZA and DIV 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. DIV is a passively managed fund by Global X that tracks the performance of the INDXX SuperDividend U.S. Low Volatility Index. It was launched on Mar 11, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMZA or DIV.
Key characteristics
| AMZA | DIV | |
|---|---|---|
| YTD Return | 26.95% | 13.97% |
| 1Y Return | 27.94% | 22.36% |
| 3Y Return (Ann) | 24.33% | 3.17% |
| 5Y Return (Ann) | 11.60% | 2.21% |
| 10Y Return (Ann) | -3.08% | 2.23% |
| Sharpe Ratio | 1.56 | 2.18 |
| Sortino Ratio | 2.16 | 3.16 |
| Omega Ratio | 1.26 | 1.39 |
| Calmar Ratio | 0.64 | 1.54 |
| Martin Ratio | 7.28 | 15.15 |
| Ulcer Index | 4.03% | 1.70% |
| Daily Std Dev | 18.85% | 11.82% |
| Max Drawdown | -91.46% | -52.74% |
| Current Drawdown | -28.91% | -0.90% |
Correlation
The correlation between AMZA and DIV is 0.61, 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.
Performance
AMZA vs. DIV - Performance Comparison
In the year-to-date period, AMZA achieves a 26.95% return, which is significantly higher than DIV's 13.97% return. Over the past 10 years, AMZA has underperformed DIV with an annualized return of -3.08%, while DIV has yielded a comparatively higher 2.23% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AMZA vs. DIV - Expense Ratio Comparison
AMZA has a 2.01% expense ratio, which is higher than DIV's 0.45% expense ratio.
Risk-Adjusted Performance
AMZA vs. DIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap MLP ETF (AMZA) and Global X SuperDividend U.S. ETF (DIV). 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. DIV - Dividend Comparison
AMZA's dividend yield for the trailing twelve months is around 7.33%, more than DIV's 6.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 7.33% | 9.40% | 7.65% | 10.24% | 22.13% | 19.47% | 34.46% | 24.16% | 18.36% | 18.21% | 0.00% | 0.00% |
DIV Global X SuperDividend U.S. ETF | 6.20% | 7.14% | 6.62% | 5.26% | 8.04% | 7.67% | 7.09% | 5.95% | 6.80% | 8.40% | 5.34% | 5.38% |
Drawdowns
AMZA vs. DIV - Drawdown Comparison
The maximum AMZA drawdown since its inception was -91.46%, which is greater than DIV's maximum drawdown of -52.74%. Use the drawdown chart below to compare losses from any high point for AMZA and DIV. For additional features, visit the drawdowns tool.
Volatility
AMZA vs. DIV - Volatility Comparison
InfraCap MLP ETF (AMZA) has a higher volatility of 5.31% compared to Global X SuperDividend U.S. ETF (DIV) at 3.22%. This indicates that AMZA's price experiences larger fluctuations and is considered to be riskier than DIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.