AMZP vs. SWPPX
Compare and contrast key facts about Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) and Schwab S&P 500 Index Fund (SWPPX).
AMZP is an actively managed fund by Kurv. It was launched on Oct 31, 2023. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
AMZP vs. SWPPX - Performance Comparison
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AMZP vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AMZP Kurv Yield Premium Strategy Amazon AMZN ETF | -13.27% | 9.56% | 37.42% | 7.73% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 9.59% |
Returns By Period
In the year-to-date period, AMZP achieves a -13.27% return, which is significantly lower than SWPPX's -7.07% return.
AMZP
- 1D
- 4.39%
- 1M
- -1.18%
- YTD
- -13.27%
- 6M
- -9.25%
- 1Y
- 8.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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AMZP vs. SWPPX - Expense Ratio Comparison
AMZP has a 0.99% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
AMZP vs. SWPPX — Risk / Return Rank
AMZP
SWPPX
AMZP vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) and Schwab S&P 500 Index Fund (SWPPX). 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.
| AMZP | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.84 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.30 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 1.06 | -0.76 |
Martin ratioReturn relative to average drawdown | 0.78 | 5.14 | -4.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMZP | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.84 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.68 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.48 | +0.10 |
Correlation
The correlation between AMZP and SWPPX is 0.65, 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.
Dividends
AMZP vs. SWPPX - Dividend Comparison
AMZP's dividend yield for the trailing twelve months is around 24.42%, more than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZP Kurv Yield Premium Strategy Amazon AMZN ETF | 24.42% | 22.04% | 15.15% | 2.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
AMZP vs. SWPPX - Drawdown Comparison
The maximum AMZP drawdown since its inception was -27.36%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for AMZP and SWPPX.
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Drawdown Indicators
| AMZP | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.36% | -55.06% | +27.70% |
Max Drawdown (1Y)Largest decline over 1 year | -23.64% | -12.10% | -11.54% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.51% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.80% | — |
Current DrawdownCurrent decline from peak | -19.39% | -8.89% | -10.50% |
Average DrawdownAverage peak-to-trough decline | -6.12% | -10.00% | +3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.98% | 2.49% | +6.49% |
Volatility
AMZP vs. SWPPX - Volatility Comparison
Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) has a higher volatility of 10.82% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that AMZP's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMZP | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.82% | 4.29% | +6.53% |
Volatility (6M)Calculated over the trailing 6-month period | 22.03% | 9.11% | +12.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.81% | 18.14% | +13.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.52% | 16.89% | +9.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.52% | 18.19% | +8.33% |