ATMP vs. AMZA
Compare and contrast key facts about Barclays ETN+ Select MLP ETN (ATMP) and InfraCap MLP ETF (AMZA).
ATMP and AMZA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ATMP is a passively managed fund by Barclays Capital that tracks the performance of the CIBC Atlas Select MLP VWAP. It was launched on Mar 13, 2013. AMZA is an actively managed fund by Virtus Investment Partners. It was launched on Oct 7, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ATMP or AMZA.
Key characteristics
| ATMP | AMZA | |
|---|---|---|
| YTD Return | 36.34% | 26.59% |
| 1Y Return | 40.11% | 28.95% |
| 3Y Return (Ann) | 25.79% | 24.25% |
| 5Y Return (Ann) | 20.52% | 11.85% |
| 10Y Return (Ann) | 6.16% | -3.11% |
| Sharpe Ratio | 3.08 | 1.60 |
| Sortino Ratio | 4.18 | 2.21 |
| Omega Ratio | 1.54 | 1.27 |
| Calmar Ratio | 6.06 | 0.66 |
| Martin Ratio | 19.92 | 7.50 |
| Ulcer Index | 2.05% | 4.03% |
| Daily Std Dev | 13.28% | 18.87% |
| Max Drawdown | -72.92% | -91.46% |
| Current Drawdown | -1.02% | -29.11% |
Correlation
The correlation between ATMP and AMZA is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ATMP vs. AMZA - Performance Comparison
In the year-to-date period, ATMP achieves a 36.34% return, which is significantly higher than AMZA's 26.59% return. Over the past 10 years, ATMP has outperformed AMZA with an annualized return of 6.16%, while AMZA has yielded a comparatively lower -3.11% 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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ATMP vs. AMZA - Expense Ratio Comparison
ATMP has a 0.95% expense ratio, which is lower than AMZA's 2.01% expense ratio.
Risk-Adjusted Performance
ATMP vs. AMZA - Risk-Adjusted Performance 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.
Dividends
ATMP vs. AMZA - Dividend Comparison
ATMP's dividend yield for the trailing twelve months is around 4.59%, less than AMZA's 7.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATMP Barclays ETN+ Select MLP ETN | 4.59% | 5.62% | 5.50% | 8.75% | 14.62% | 8.48% | 6.51% | 5.56% | 5.47% | 8.02% | 3.56% | 2.89% |
AMZA InfraCap MLP ETF | 7.35% | 9.40% | 7.65% | 10.24% | 22.13% | 19.47% | 34.46% | 24.16% | 18.36% | 18.21% | 0.00% | 0.00% |
Drawdowns
ATMP vs. AMZA - Drawdown Comparison
The maximum ATMP drawdown since its inception was -72.92%, 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. For additional features, visit the drawdowns tool.
Volatility
ATMP vs. AMZA - Volatility Comparison
The current volatility for Barclays ETN+ Select MLP ETN (ATMP) is 4.42%, while InfraCap MLP ETF (AMZA) has a volatility of 5.61%. This indicates that ATMP experiences smaller price fluctuations and is considered to be less risky than AMZA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.