AMZA vs. QQQ
Compare and contrast key facts about InfraCap MLP ETF (AMZA) and Invesco QQQ ETF (QQQ).
AMZA and QQQ 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. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
AMZA vs. QQQ - Performance Comparison
Loading graphics...
AMZA vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 15.85% | 0.17% | 30.90% | 23.35% | 33.20% | 51.22% | -49.25% | 6.27% | -26.78% | -6.90% |
QQQ Invesco QQQ ETF | -4.76% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, AMZA achieves a 15.85% return, which is significantly higher than QQQ's -4.76% return. Over the past 10 years, AMZA has underperformed QQQ with an annualized return of 7.56%, while QQQ has yielded a comparatively higher 18.99% annualized return.
AMZA
- 1D
- -2.95%
- 1M
- -2.20%
- YTD
- 15.85%
- 6M
- 16.57%
- 1Y
- 2.56%
- 3Y*
- 21.64%
- 5Y*
- 23.08%
- 10Y*
- 7.56%
QQQ
- 1D
- 1.24%
- 1M
- -3.79%
- YTD
- -4.76%
- 6M
- -2.89%
- 1Y
- 24.21%
- 3Y*
- 22.83%
- 5Y*
- 13.16%
- 10Y*
- 18.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMZA vs. QQQ - Expense Ratio Comparison
AMZA has a 2.01% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
AMZA vs. QQQ — Risk / Return Rank
AMZA
QQQ
AMZA vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap MLP ETF (AMZA) and Invesco QQQ ETF (QQQ). 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 | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.11 | 1.07 | -0.96 |
Sortino ratioReturn per unit of downside risk | 0.29 | 1.66 | -1.37 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.24 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.15 | 2.00 | -1.85 |
Martin ratioReturn relative to average drawdown | 0.26 | 7.32 | -7.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AMZA | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.11 | 1.07 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.59 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.86 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.04 | 0.38 | -0.41 |
Correlation
The correlation between AMZA and QQQ is 0.32, 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. QQQ - Dividend Comparison
AMZA's dividend yield for the trailing twelve months is around 8.12%, more than QQQ's 0.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 8.12% | 8.81% | 7.29% | 9.40% | 7.65% | 10.24% | 22.13% | 19.47% | 34.46% | 24.16% | 18.36% | 18.21% |
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
AMZA vs. QQQ - Drawdown Comparison
The maximum AMZA drawdown since its inception was -91.46%, which is greater than QQQ's maximum drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for AMZA and QQQ.
Loading graphics...
Drawdown Indicators
| AMZA | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.46% | -82.97% | -8.49% |
Max Drawdown (1Y)Largest decline over 1 year | -17.90% | -12.62% | -5.28% |
Max Drawdown (5Y)Largest decline over 5 years | -25.15% | -35.12% | +9.97% |
Max Drawdown (10Y)Largest decline over 10 years | -86.84% | -35.12% | -51.72% |
Current DrawdownCurrent decline from peak | -14.86% | -7.86% | -7.00% |
Average DrawdownAverage peak-to-trough decline | -45.52% | -32.99% | -12.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.91% | 3.44% | +6.47% |
Volatility
AMZA vs. QQQ - Volatility Comparison
InfraCap MLP ETF (AMZA) and Invesco QQQ ETF (QQQ) have volatilities of 6.43% and 6.61%, 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.
Loading graphics...
Volatility by Period
| AMZA | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.43% | 6.61% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 12.82% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.42% | 22.70% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.98% | 22.38% | +3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.46% | 22.25% | +15.21% |