AMZA vs. RVNU
AMZA (InfraCap MLP ETF) and RVNU (Xtrackers Municipal Infrastructure Revenue Bond ETF) are both exchange-traded funds - AMZA is a MLPs fund actively managed by Virtus Investment Partners, while RVNU is a Municipal Bonds fund tracking the Solactive Municipal Infrastructure Revenue Bond Index. AMZA is actively managed, while RVNU is passively managed. Over the past 10 years, AMZA returned 4.70%/yr vs 1.74%/yr for RVNU. At a correlation of -0.04, they often move in opposite directions. AMZA charges 2.01%/yr vs 0.15%/yr for RVNU.
Performance
AMZA vs. RVNU - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AMZA achieves a 25.02% return, which is significantly higher than RVNU's 4.58% return. Over the past 10 years, AMZA has outperformed RVNU with an annualized return of 4.70%, while RVNU has yielded a comparatively lower 1.74% annualized return.
AMZA
- 1D
- -0.13%
- 1M
- 2.62%
- 6M
- 22.14%
- YTD
- 25.02%
- 1Y
- 18.83%
- 3Y*
- 20.72%
- 5Y*
- 19.86%
- 10Y*
- 4.70%
RVNU
- 1D
- 0.06%
- 1M
- 0.86%
- 6M
- 3.70%
- YTD
- 4.58%
- 1Y
- 10.18%
- 3Y*
- 3.70%
- 5Y*
- -0.31%
- 10Y*
- 1.74%
AMZA vs. RVNU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 25.02% | 0.17% | 30.90% | 23.35% | 33.20% | 51.22% | -49.25% | 6.27% | -26.78% | -6.90% |
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF | 4.58% | 0.58% | 1.46% | 11.19% | -16.60% | 2.28% | 6.54% | 10.16% | -0.56% | 8.24% |
Correlation
The correlation between AMZA and RVNU is -0.22, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.00 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.04 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2014 | -0.04 |
The correlation between AMZA and RVNU shifts across timeframes, from -0.22 (1 year) to -0.00 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AMZA vs. RVNU — Risk / Return Rank
AMZA
RVNU
AMZA vs. RVNU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap MLP ETF (AMZA) and Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU). 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 | RVNU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.39 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 4.04 | -2.38 |
| Martin ratioReturn relative to average drawdown | 3.99 | 14.37 | -10.38 |
Loading charts...
Drawdowns
AMZA vs. RVNU - Drawdown Comparison
The maximum AMZA drawdown since its inception was -91.46%, which is greater than RVNU's maximum drawdown of -23.51%. Use the drawdown chart below to compare losses from any high point for AMZA and RVNU.
Loading charts...
Drawdown Indicators
| AMZA | RVNU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.46% | -23.51% | -67.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -2.46% | -9.70% |
Max Drawdown (3Y)Largest decline over 3 years | -18.56% | -10.35% | -8.21% |
Max Drawdown (5Y)Largest decline over 5 years | -25.15% | -23.51% | -1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -86.84% | -23.51% | -63.33% |
Current DrawdownCurrent decline from peak | -8.13% | -1.99% | -6.14% |
Average DrawdownAverage peak-to-trough decline | -44.71% | -4.96% | -39.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.03% | 0.70% | +4.33% |
Volatility
AMZA vs. RVNU - Volatility Comparison
InfraCap MLP ETF (AMZA) has a higher volatility of 6.79% compared to Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) at 1.25%. This indicates that AMZA's price experiences larger fluctuations and is considered to be riskier than RVNU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AMZA | RVNU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 1.25% | +5.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.98% | 3.51% | +10.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 4.90% | +13.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.59% | 7.20% | +18.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.16% | 7.24% | +29.92% |
AMZA vs. RVNU - Expense Ratio Comparison
AMZA has a 2.01% expense ratio, which is higher than RVNU's 0.15% expense ratio.
Dividends
AMZA vs. RVNU - Dividend Comparison
AMZA's dividend yield for the trailing twelve months is around 8.01%, more than RVNU's 3.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 8.01% | 8.81% | 7.29% | 9.40% | 7.65% | 10.24% | 22.13% | 19.47% | 34.46% | 24.16% | 18.36% | 18.21% |
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF | 3.52% | 3.46% | 3.06% | 2.79% | 2.81% | 2.18% | 2.43% | 2.75% | 2.76% | 2.49% | 2.72% | 3.01% |
Frequently Asked Questions
AMZA and RVNU have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMZA has higher volatility (6.79%) compared to RVNU (1.25%). In terms of maximum drawdown, AMZA dropped -91.46% vs RVNU's -23.51%.
On 10-year performance, AMZA leads with 4.70% vs 1.74% for RVNU. On fees, RVNU is cheaper at 0.15% per year. On volatility, RVNU has been the lower-risk option at 1.25%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, AMZA has performed better with a 4.70% return vs 1.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RVNU is cheaper with a 0.15% expense ratio, compared with 2.01% for AMZA.
AMZA has the higher dividend yield at 8.01%, compared with 3.52% for RVNU.
AMZA is categorized as MLPs, while RVNU is Municipal Bonds. They also come from different issuers: Virtus Investment Partners and Deutsche Bank. Their fees differ too: 2.01% for AMZA and 0.15% for RVNU.
RVNU currently has the higher Sharpe Ratio (2.03 vs 1.10), 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.
Find the right allocation for AMZA and RVNU
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer