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BBP vs. AMZA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBP vs. AMZA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus LifeSci Biotech Products ETF (BBP) and InfraCap MLP ETF (AMZA). The values are adjusted to include any dividend payments, if applicable.

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BBP vs. AMZA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBP
Virtus LifeSci Biotech Products ETF
3.94%33.15%3.32%17.88%0.85%-8.17%22.24%24.73%-13.95%24.07%
AMZA
InfraCap MLP ETF
19.38%0.17%30.90%23.35%33.20%51.22%-49.25%6.27%-26.78%-6.90%

Returns By Period

In the year-to-date period, BBP achieves a 3.94% return, which is significantly lower than AMZA's 19.38% return. Over the past 10 years, BBP has outperformed AMZA with an annualized return of 12.76%, while AMZA has yielded a comparatively lower 7.88% annualized return.


BBP

1D
5.93%
1M
-2.16%
YTD
3.94%
6M
18.71%
1Y
41.70%
3Y*
19.01%
5Y*
9.37%
10Y*
12.76%

AMZA

1D
-1.45%
1M
2.49%
YTD
19.38%
6M
20.02%
1Y
5.74%
3Y*
22.86%
5Y*
23.82%
10Y*
7.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBP vs. AMZA - Expense Ratio Comparison

BBP has a 0.79% expense ratio, which is lower than AMZA's 2.01% expense ratio.


Return for Risk

BBP vs. AMZA — Risk / Return Rank

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

BBP
BBP Risk / Return Rank: 8282
Overall Rank
BBP Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
BBP Sortino Ratio Rank: 8383
Sortino Ratio Rank
BBP Omega Ratio Rank: 7373
Omega Ratio Rank
BBP Calmar Ratio Rank: 8787
Calmar Ratio Rank
BBP Martin Ratio Rank: 8787
Martin Ratio Rank

AMZA
AMZA Risk / Return Rank: 1919
Overall Rank
AMZA Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
AMZA Sortino Ratio Rank: 1919
Sortino Ratio Rank
AMZA Omega Ratio Rank: 1919
Omega Ratio Rank
AMZA Calmar Ratio Rank: 1919
Calmar Ratio Rank
AMZA Martin Ratio Rank: 1616
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.

BBP vs. AMZA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Products ETF (BBP) 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.


BBPAMZADifference

Sharpe ratio

Return per unit of total volatility

1.55

0.25

+1.30

Sortino ratio

Return per unit of downside risk

2.18

0.47

+1.72

Omega ratio

Gain probability vs. loss probability

1.27

1.07

+0.20

Calmar ratio

Return relative to maximum drawdown

2.69

0.30

+2.39

Martin ratio

Return relative to average drawdown

10.18

0.55

+9.63

BBP vs. AMZA - Sharpe Ratio Comparison

The current BBP Sharpe Ratio is 1.55, which is higher than the AMZA Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of BBP and AMZA, 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


BBPAMZADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

0.25

+1.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.92

-0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.21

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

-0.03

+0.42

Correlation

The correlation between BBP and AMZA is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

BBP vs. AMZA - Dividend Comparison

BBP has not paid dividends to shareholders, while AMZA's dividend yield for the trailing twelve months is around 7.88%.


TTM20252024202320222021202020192018201720162015
BBP
Virtus LifeSci Biotech Products ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.18%0.00%1.29%
AMZA
InfraCap MLP ETF
7.88%8.81%7.29%9.40%7.65%10.24%22.13%19.47%34.46%24.16%18.36%18.21%

Drawdowns

BBP vs. AMZA - Drawdown Comparison

The maximum BBP drawdown since its inception was -44.32%, smaller than the maximum AMZA drawdown of -91.46%. Use the drawdown chart below to compare losses from any high point for BBP and AMZA.


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Drawdown Indicators


BBPAMZADifference

Max Drawdown

Largest peak-to-trough decline

-44.32%

-91.46%

+47.14%

Max Drawdown (1Y)

Largest decline over 1 year

-13.38%

-17.90%

+4.52%

Max Drawdown (5Y)

Largest decline over 5 years

-38.28%

-25.15%

-13.13%

Max Drawdown (10Y)

Largest decline over 10 years

-44.32%

-86.84%

+42.52%

Current Drawdown

Current decline from peak

-3.90%

-12.28%

+8.38%

Average Drawdown

Average peak-to-trough decline

-12.16%

-45.54%

+33.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.72%

9.91%

-6.19%

Volatility

BBP vs. AMZA - Volatility Comparison

Virtus LifeSci Biotech Products ETF (BBP) has a higher volatility of 11.21% compared to InfraCap MLP ETF (AMZA) at 5.70%. This indicates that BBP's price experiences larger fluctuations and is considered to be riskier than AMZA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBPAMZADifference

Volatility (1M)

Calculated over the trailing 1-month period

11.21%

5.70%

+5.51%

Volatility (6M)

Calculated over the trailing 6-month period

18.03%

12.41%

+5.62%

Volatility (1Y)

Calculated over the trailing 1-year period

27.16%

23.23%

+3.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.23%

25.96%

+0.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.51%

37.45%

-9.94%