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ATMP vs. DGRO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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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ATMP vs. DGRO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ATMP
Barclays ETN+ Select MLP ETN
21.01%6.99%38.74%21.58%27.47%41.34%-28.67%7.25%-9.55%-7.07%
DGRO
iShares Core Dividend Growth ETF
1.57%15.69%16.62%10.47%-7.91%26.64%9.50%29.87%-2.38%23.00%

Returns By Period

In the year-to-date period, ATMP achieves a 21.01% return, which is significantly higher than DGRO's 1.57% return. Over the past 10 years, ATMP has outperformed DGRO with an annualized return of 13.49%, while DGRO has yielded a comparatively lower 12.81% annualized return.


ATMP

1D
-1.49%
1M
2.80%
YTD
21.01%
6M
22.57%
1Y
18.18%
3Y*
29.03%
5Y*
26.63%
10Y*
13.49%

DGRO

1D
1.74%
1M
-4.56%
YTD
1.57%
6M
4.23%
1Y
16.09%
3Y*
14.59%
5Y*
10.13%
10Y*
12.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ATMP vs. DGRO - Expense Ratio Comparison

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


Return for Risk

ATMP vs. DGRO — Risk / Return Rank

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

ATMP
ATMP Risk / Return Rank: 5050
Overall Rank
ATMP Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
ATMP Sortino Ratio Rank: 5151
Sortino Ratio Rank
ATMP Omega Ratio Rank: 5757
Omega Ratio Rank
ATMP Calmar Ratio Rank: 5050
Calmar Ratio Rank
ATMP Martin Ratio Rank: 3636
Martin Ratio Rank

DGRO
DGRO Risk / Return Rank: 6969
Overall Rank
DGRO Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 6868
Sortino Ratio Rank
DGRO Omega Ratio Rank: 7070
Omega Ratio Rank
DGRO Calmar Ratio Rank: 6767
Calmar Ratio Rank
DGRO Martin Ratio Rank: 7575
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. 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.


ATMPDGRODifference

Sharpe ratio

Return per unit of total volatility

0.99

1.12

-0.12

Sortino ratio

Return per unit of downside risk

1.33

1.63

-0.30

Omega ratio

Gain probability vs. loss probability

1.21

1.24

-0.04

Calmar ratio

Return relative to maximum drawdown

1.22

1.58

-0.36

Martin ratio

Return relative to average drawdown

3.18

7.35

-4.17

ATMP vs. DGRO - Sharpe Ratio Comparison

The current ATMP Sharpe Ratio is 0.99, which is comparable to the DGRO Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of ATMP and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ATMPDGRODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

1.12

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.21

0.74

+0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.77

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.73

-0.43

Correlation

The correlation between ATMP and DGRO is 0.51, 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

ATMP vs. DGRO - Dividend Comparison

ATMP's dividend yield for the trailing twelve months is around 4.51%, more than DGRO's 2.10% yield.


TTM20252024202320222021202020192018201720162015
ATMP
Barclays ETN+ Select MLP ETN
4.51%5.14%4.72%5.62%5.50%5.89%8.71%6.86%6.51%5.56%5.47%6.30%
DGRO
iShares Core Dividend Growth ETF
2.10%2.09%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%

Drawdowns

ATMP vs. DGRO - Drawdown Comparison

The maximum ATMP drawdown since its inception was -73.72%, 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

-73.72%

-35.10%

-38.62%

Max Drawdown (1Y)

Largest decline over 1 year

-15.11%

-10.92%

-4.19%

Max Drawdown (5Y)

Largest decline over 5 years

-22.98%

-19.31%

-3.67%

Max Drawdown (10Y)

Largest decline over 10 years

-70.30%

-35.10%

-35.20%

Current Drawdown

Current decline from peak

-2.41%

-4.73%

+2.32%

Average Drawdown

Average peak-to-trough decline

-17.50%

-3.48%

-14.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.80%

2.35%

+3.45%

Volatility

ATMP vs. DGRO - Volatility Comparison

Barclays ETN+ Select MLP ETN (ATMP) has a higher volatility of 3.96% compared to iShares Core Dividend Growth ETF (DGRO) at 3.66%. 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

3.96%

3.66%

+0.30%

Volatility (6M)

Calculated over the trailing 6-month period

9.43%

7.22%

+2.21%

Volatility (1Y)

Calculated over the trailing 1-year period

18.40%

14.50%

+3.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.06%

13.84%

+8.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.57%

16.63%

+10.94%