ATMP vs. REZ
ATMP (Barclays ETN+ Select MLP ETN) and REZ (iShares Residential Real Estate ETF) are both exchange-traded funds - ATMP is a MLPs fund tracking the CIBC Atlas Select MLP VWAP, while REZ is a REIT fund tracking the FTSE NAREIT All Residential Capped Index. Both are passively managed. Over the past 10 years, ATMP returned 5.20%/yr vs 7.05%/yr for REZ. At a 0.29 correlation, their price movements are largely independent. ATMP charges 0.95%/yr vs 0.48%/yr for REZ.
Performance
ATMP vs. REZ - Performance Comparison
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Returns By Period
In the year-to-date period, ATMP achieves a 20.60% return, which is significantly higher than REZ's 12.29% return. Over the past 10 years, ATMP has underperformed REZ with an annualized return of 5.20%, while REZ has yielded a comparatively higher 7.05% annualized return.
ATMP
- 1D
- 0.46%
- 1M
- -1.74%
- YTD
- 20.60%
- 6M
- 20.43%
- 1Y
- 18.34%
- 3Y*
- 21.55%
- 5Y*
- 15.05%
- 10Y*
- 5.20%
REZ
- 1D
- 0.89%
- 1M
- 0.88%
- YTD
- 12.29%
- 6M
- 12.93%
- 1Y
- 13.92%
- 3Y*
- 10.92%
- 5Y*
- 4.39%
- 10Y*
- 7.05%
ATMP vs. REZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATMP Barclays ETN+ Select MLP ETN | 20.60% | 1.73% | 31.66% | 14.51% | 20.71% | 33.06% | -34.39% | 0.39% | -14.55% | -11.89% |
REZ iShares Residential Real Estate ETF | 12.29% | 4.80% | 12.73% | 10.97% | -28.31% | 47.86% | -6.62% | 24.49% | 3.89% | 3.87% |
Correlation
The correlation between ATMP and REZ is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Mar 13, 2013 | 0.29 |
The correlation between ATMP and REZ shifts across timeframes, from 0.25 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
ATMP vs. REZ — Risk / Return Rank
ATMP
REZ
ATMP vs. REZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barclays ETN+ Select MLP ETN (ATMP) and iShares Residential Real Estate ETF (REZ). 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.
| ATMP | REZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.53 | 1.60 | +0.94 |
| Martin ratioReturn relative to average drawdown | 5.89 | 4.86 | +1.03 |
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Drawdowns
ATMP vs. REZ - Drawdown Comparison
The maximum ATMP drawdown since its inception was -80.86%, which is greater than REZ's maximum drawdown of -66.87%. Use the drawdown chart below to compare losses from any high point for ATMP and REZ.
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Drawdown Indicators
| ATMP | REZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.86% | -66.87% | -13.99% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -8.76% | +1.46% |
Max Drawdown (3Y)Largest decline over 3 years | -16.48% | -18.39% | +1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -22.98% | -35.05% | +12.07% |
Max Drawdown (10Y)Largest decline over 10 years | -75.66% | -44.15% | -31.51% |
Current DrawdownCurrent decline from peak | -5.61% | 0.00% | -5.61% |
Average DrawdownAverage peak-to-trough decline | -31.08% | -12.67% | -18.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.87% | +0.26% |
Volatility
ATMP vs. REZ - Volatility Comparison
Barclays ETN+ Select MLP ETN (ATMP) and iShares Residential Real Estate ETF (REZ) have volatilities of 5.64% and 5.69%, 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
| ATMP | REZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 5.69% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 11.14% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.18% | 14.73% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.25% | 18.97% | +3.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.67% | 21.55% | +6.12% |
ATMP vs. REZ - Expense Ratio Comparison
ATMP has a 0.95% expense ratio, which is higher than REZ's 0.48% expense ratio.
Dividends
ATMP vs. REZ - Dividend Comparison
ATMP has not paid dividends to shareholders, while REZ's dividend yield for the trailing twelve months is around 2.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
REZ iShares Residential Real Estate ETF | 2.05% | 2.74% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.55% | 3.18% |
Frequently Asked Questions
ATMP and REZ have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REZ has higher volatility (5.69%) compared to ATMP (5.64%). In terms of maximum drawdown, ATMP dropped -80.86% vs REZ's -66.87%.
On 10-year performance, REZ leads with 7.05% vs 5.20% for ATMP. On fees, REZ is cheaper at 0.48% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, REZ has performed better with a 7.05% return vs 5.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
REZ is cheaper with a 0.48% expense ratio, compared with 0.95% for ATMP.
REZ has the higher dividend yield at 2.05%, compared with 0.00% for ATMP.
ATMP is categorized as MLPs, while REZ is REIT. ATMP tracks CIBC Atlas Select MLP VWAP, while REZ tracks FTSE NAREIT All Residential Capped Index. They also come from different issuers: Barclays Capital and iShares. Their fees differ too: 0.95% for ATMP and 0.48% for REZ.
ATMP currently has the higher Sharpe Ratio (1.30 vs 0.95), 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.
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