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ATMP vs. DGRO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ATMP vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Barclays ETN+ Select MLP ETN (ATMP) and iShares Core Dividend Growth ETF (DGRO). 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 26.22% return, which is significantly higher than DGRO's 13.39% return. Over the past 10 years, ATMP has underperformed DGRO with an annualized return of 5.16%, while DGRO has yielded a comparatively higher 13.44% annualized return.


ATMP

1D
0.87%
1M
5.19%
6M
17.51%
YTD
26.22%
1Y
23.85%
3Y*
20.30%
5Y*
18.49%
10Y*
5.16%
ALL TIME*
2.84%

DGRO

1D
-0.28%
1M
0.97%
6M
9.59%
YTD
13.39%
1Y
24.21%
3Y*
16.30%
5Y*
11.08%
10Y*
13.44%
ALL TIME*
12.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$521.25K$462.49K$511.48K
$103.52M$104.25M$110.17M

ATMP vs. DGRO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ATMP
Barclays ETN+ Select MLP ETN
26.22%1.73%31.66%14.51%20.71%33.06%-34.39%0.39%-14.55%-11.89%
DGRO
iShares Core Dividend Growth ETF
13.39%15.69%16.62%10.47%-7.91%26.64%9.50%29.87%-2.38%23.00%

Correlation

The correlation between ATMP and DGRO is 0.24, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.24

Correlation (3Y)
Balances recent behavior with more history.

0.42

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.49

Correlation (10Y)
Provides a long-term view across more market conditions.

0.49

Correlation (All Time)
Calculated using the full available price history since Jun 12, 2014

0.49

Over the past year, the correlation between ATMP and DGRO has dropped to 0.24 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.

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Return for Risk

ATMP vs. DGRO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ATMP
ATMP Risk / Return Rank: 6868
Overall Rank
ATMP Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ATMP Sortino Ratio Rank: 7070
Sortino Ratio Rank
ATMP Omega Ratio Rank: 6565
Omega Ratio Rank
ATMP Calmar Ratio Rank: 7979
Calmar Ratio Rank
ATMP Martin Ratio Rank: 5656
Martin Ratio Rank

DGRO
DGRO Risk / Return Rank: 9191
Overall Rank
DGRO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 9393
Sortino Ratio Rank
DGRO Omega Ratio Rank: 9292
Omega Ratio Rank
DGRO Calmar Ratio Rank: 8888
Calmar Ratio Rank
DGRO Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ATMP vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Barclays ETN+ Select MLP ETN (ATMP) and iShares Core Dividend Growth ETF (DGRO). 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.


ATMPDGRODifference
Sharpe ratioReturn per unit of total volatility

-0.84

Sortino ratioReturn per unit of downside risk

-1.28

Omega ratioGain probability vs. loss probability

1.27

1.45

-0.17

Calmar ratioReturn relative to maximum drawdown

2.81

3.61

-0.79

Martin ratioReturn relative to average drawdown

6.57

14.07

-7.49

ATMP vs. DGRO - Sharpe Ratio Comparison

The current ATMP Sharpe Ratio is 1.60, which is lower than the DGRO Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of ATMP and DGRO, 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. DGRO - Drawdown Comparison

The maximum ATMP drawdown since its inception was -80.86%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for ATMP and DGRO.


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Drawdown Indicators


ATMPDGRODifference

Max Drawdown

Largest peak-to-trough decline

-80.86%

-35.10%

-45.76%

Max Drawdown (1Y)

Largest decline over 1 year

-8.30%

-6.47%

-1.83%

Max Drawdown (3Y)

Largest decline over 3 years

-16.48%

-14.03%

-2.45%

Max Drawdown (5Y)

Largest decline over 5 years

-22.98%

-19.31%

-3.67%

Max Drawdown (10Y)

Largest decline over 10 years

-75.66%

-35.10%

-40.56%

Current Drawdown

Current decline from peak

-1.27%

-1.35%

+0.08%

Average Drawdown

Average peak-to-trough decline

-30.81%

-3.41%

-27.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.54%

1.66%

+1.88%

Volatility

ATMP vs. DGRO - Volatility Comparison

Barclays ETN+ Select MLP ETN (ATMP) has a higher volatility of 5.01% compared to iShares Core Dividend Growth ETF (DGRO) at 3.21%. This indicates that ATMP's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ATMPDGRODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.01%

3.21%

+1.80%

Volatility (6M)

Calculated over the trailing 6-month period

11.75%

7.12%

+4.63%

Volatility (1Y)

Calculated over the trailing 1-year period

14.57%

9.61%

+4.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.94%

13.79%

+8.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.62%

16.58%

+11.04%

ATMP vs. DGRO - Expense Ratio Comparison

ATMP has a 0.95% expense ratio, which is higher than DGRO's 0.08% expense ratio.


Dividends

ATMP vs. DGRO - Dividend Comparison

ATMP has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.89%.


PositionTTM20252024202320222021202020192018201720162015
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%
DGRO
iShares Core Dividend Growth ETF
1.89%2.09%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%

Frequently Asked Questions


ATMP and DGRO have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ATMP has higher volatility (5.01%) compared to DGRO (3.21%). In terms of maximum drawdown, ATMP dropped -80.86% vs DGRO's -35.10%.

On 10-year performance, DGRO leads with 13.44% vs 5.16% for ATMP. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 3.21%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, DGRO has performed better with a 13.44% return vs 5.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DGRO is cheaper with a 0.08% expense ratio, compared with 0.95% for ATMP.

DGRO has the higher dividend yield at 1.89%, compared with 0.00% for ATMP.

ATMP is categorized as MLPs, while DGRO is Large Cap Growth Equities. ATMP tracks CIBC Atlas Select MLP VWAP, while DGRO tracks Morningstar US Dividend Growth Index. They also come from different issuers: Barclays Capital and iShares. Their fees differ too: 0.95% for ATMP and 0.08% for DGRO.

DGRO currently has the higher Sharpe Ratio (2.44 vs 1.60), 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 DGRO

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