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ATMP vs. AMZA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ATMP vs. AMZA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Barclays ETN+ Select MLP ETN (ATMP) and InfraCap MLP ETF (AMZA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ATMP achieves a 18.11% return, which is significantly lower than AMZA's 19.38% return. Both investments have delivered pretty close results over the past 10 years, with ATMP having a 4.66% annualized return and AMZA not far ahead at 4.73%.


ATMP

1D
0.65%
1M
-7.19%
YTD
18.11%
6M
18.98%
1Y
17.21%
3Y*
21.07%
5Y*
15.35%
10Y*
4.66%

AMZA

1D
-0.17%
1M
-5.71%
YTD
19.38%
6M
19.96%
1Y
13.76%
3Y*
21.59%
5Y*
18.45%
10Y*
4.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ATMP vs. AMZA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ATMP
Barclays ETN+ Select MLP ETN
18.11%1.73%31.66%14.51%20.71%33.06%-34.39%0.39%-14.55%-11.89%
AMZA
InfraCap MLP ETF
19.38%0.17%30.90%23.35%33.20%51.22%-49.25%6.27%-26.78%-6.90%

Correlation

The correlation between ATMP and AMZA is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (5Y)
Calculated over the trailing 5-year period

0.87

Correlation (10Y)
Calculated over the trailing 10-year period

0.89

Correlation (All Time)
Calculated using the full available price history since Oct 2, 2014

0.89

The correlation between ATMP and AMZA has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.

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Return for Risk

ATMP vs. AMZA — Risk / Return Rank

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

ATMP
ATMP Risk / Return Rank: 3636
Overall Rank
ATMP Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
ATMP Sortino Ratio Rank: 3434
Sortino Ratio Rank
ATMP Omega Ratio Rank: 3232
Omega Ratio Rank
ATMP Calmar Ratio Rank: 4343
Calmar Ratio Rank
ATMP Martin Ratio Rank: 3535
Martin Ratio Rank

AMZA
AMZA Risk / Return Rank: 2222
Overall Rank
AMZA Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
AMZA Sortino Ratio Rank: 2222
Sortino Ratio Rank
AMZA Omega Ratio Rank: 2020
Omega Ratio Rank
AMZA Calmar Ratio Rank: 2424
Calmar Ratio Rank
AMZA Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ATMP vs. AMZA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Barclays ETN+ Select MLP ETN (ATMP) and InfraCap MLP ETF (AMZA). 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.


ATMPAMZADifference
Sharpe ratioReturn per unit of total volatility

+0.44

Sortino ratioReturn per unit of downside risk

+0.57

Omega ratioGain probability vs. loss probability

1.21

1.14

+0.07

Calmar ratioReturn relative to maximum drawdown

2.09

1.14

+0.96

Martin ratioReturn relative to average drawdown

5.25

2.79

+2.46

ATMP vs. AMZA - Sharpe Ratio Comparison

The current ATMP Sharpe Ratio is 1.22, which is higher than the AMZA Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of ATMP and AMZA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ATMP vs. AMZA - Drawdown Comparison

The maximum ATMP drawdown since its inception was -80.86%, smaller than the maximum AMZA drawdown of -91.46%. Use the drawdown chart below to compare losses from any high point for ATMP and AMZA.


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Drawdown Indicators


ATMPAMZADifference

Max Drawdown

Largest peak-to-trough decline

-80.86%

-91.46%

+10.60%

Max Drawdown (1Y)

Largest decline over 1 year

-8.30%

-12.16%

+3.86%

Max Drawdown (3Y)

Largest decline over 3 years

-16.48%

-18.56%

+2.08%

Max Drawdown (5Y)

Largest decline over 5 years

-22.98%

-25.15%

+2.17%

Max Drawdown (10Y)

Largest decline over 10 years

-75.66%

-86.84%

+11.18%

Current Drawdown

Current decline from peak

-7.56%

-12.27%

+4.71%

Average Drawdown

Average peak-to-trough decline

-31.04%

-44.86%

+13.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.30%

4.95%

-1.65%

Volatility

ATMP vs. AMZA - Volatility Comparison

Barclays ETN+ Select MLP ETN (ATMP) and InfraCap MLP ETF (AMZA) have volatilities of 5.25% and 5.05%, 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.


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Volatility by Period


ATMPAMZADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.25%

5.05%

+0.20%

Volatility (6M)

Calculated over the trailing 6-month period

10.97%

13.40%

-2.43%

Volatility (1Y)

Calculated over the trailing 1-year period

14.27%

17.75%

-3.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.11%

25.64%

-3.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.68%

37.21%

-9.53%

ATMP vs. AMZA - Expense Ratio Comparison

ATMP has a 0.95% expense ratio, which is lower than AMZA's 2.01% expense ratio.


Dividends

ATMP vs. AMZA - Dividend Comparison

ATMP has not paid dividends to shareholders, while AMZA's dividend yield for the trailing twelve months is around 8.38%.


PositionTTM20252024202320222021202020192018201720162015
AMZA
InfraCap MLP ETF
8.38%8.81%7.29%9.40%7.65%10.24%22.13%19.47%34.46%24.16%18.36%18.21%
ATMP
Barclays ETN+ Select MLP ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ATMP and AMZA have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ATMP has higher volatility (5.25%) compared to AMZA (5.05%). In terms of maximum drawdown, ATMP dropped -80.86% vs AMZA's -91.46%.

On 10-year performance, AMZA leads with 4.73% vs 4.66% for ATMP. On fees, ATMP is cheaper at 0.95% per year. On volatility, AMZA has been the lower-risk option at 5.05%. 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 4.73% return vs 4.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ATMP is cheaper with a 0.95% expense ratio, compared with 2.01% for AMZA.

AMZA has the higher dividend yield at 8.38%, compared with 0.00% for ATMP.

They also come from different issuers: Barclays Capital and Virtus Investment Partners. Their fees differ too: 0.95% for ATMP and 2.01% for AMZA.

ATMP currently has the higher Sharpe Ratio (1.22 vs 0.78), 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.

Portfolio Optimizer

Find the right allocation for ATMP and AMZA

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