OAMZ.DE vs. ECAT
OAMZ.DE (IncomeShares Amazon (AMZN) Options ETP) and ECAT (BlackRock ESG Capital Allocation Term Trust) are both funds - OAMZ.DE is a Derivative Income fund actively managed by Leverage Shares, while ECAT is a Tactical Allocation fund managed by BlackRock. Over the past year, OAMZ.DE returned -2.15% vs 23.88% for ECAT. At a 0.38 correlation, their price movements are largely independent. OAMZ.DE charges 0.55%/yr vs 1.43%/yr for ECAT.
Performance
OAMZ.DE vs. ECAT - Performance Comparison
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Different Trading Currencies
OAMZ.DE is traded in EUR, while ECAT is traded in USD. To make them comparable, the ECAT values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, OAMZ.DE achieves a -5.56% return, which is significantly lower than ECAT's 15.66% return.
OAMZ.DE
- 1D
- 0.00%
- 1M
- -6.11%
- YTD
- -5.56%
- 6M
- -4.94%
- 1Y
- -2.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ECAT
- 1D
- 0.26%
- 1M
- 3.76%
- YTD
- 15.66%
- 6M
- 14.48%
- 1Y
- 23.88%
- 3Y*
- 18.07%
- 5Y*
- —
- 10Y*
- —
OAMZ.DE vs. ECAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
OAMZ.DE IncomeShares Amazon (AMZN) Options ETP | -5.56% | -6.86% | 2.38% |
ECAT BlackRock ESG Capital Allocation Term Trust | 15.66% | 2.79% | -2.41% |
Correlation
The correlation between OAMZ.DE and ECAT is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2024 | 0.38 |
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Return for Risk
OAMZ.DE vs. ECAT — Risk / Return Rank
OAMZ.DE
ECAT
OAMZ.DE vs. ECAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IncomeShares Amazon (AMZN) Options ETP (OAMZ.DE) and BlackRock ESG Capital Allocation Term Trust (ECAT). 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.
| OAMZ.DE | ECAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -2.16 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.31 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | 2.24 | -2.31 |
| Martin ratioReturn relative to average drawdown | -0.13 | 7.56 | -7.69 |
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Drawdowns
OAMZ.DE vs. ECAT - Drawdown Comparison
The maximum OAMZ.DE drawdown since its inception was -32.66%, which is greater than ECAT's maximum drawdown of -22.99%. Use the drawdown chart below to compare losses from any high point for OAMZ.DE and ECAT.
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Drawdown Indicators
| OAMZ.DE | ECAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.66% | -22.99% | -9.67% |
Max Drawdown (1Y)Largest decline over 1 year | -32.09% | -10.71% | -21.38% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.89% | — |
Current DrawdownCurrent decline from peak | -20.04% | 0.00% | -20.04% |
Average DrawdownAverage peak-to-trough decline | -16.00% | -6.54% | -9.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.94% | 3.17% | +13.77% |
Volatility
OAMZ.DE vs. ECAT - Volatility Comparison
IncomeShares Amazon (AMZN) Options ETP (OAMZ.DE) has a higher volatility of 9.22% compared to BlackRock ESG Capital Allocation Term Trust (ECAT) at 3.82%. This indicates that OAMZ.DE's price experiences larger fluctuations and is considered to be riskier than ECAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OAMZ.DE | ECAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.22% | 3.82% | +5.40% |
Volatility (6M)Calculated over the trailing 6-month period | 24.04% | 10.63% | +13.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.43% | 13.97% | +23.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.94% | 16.54% | +18.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.94% | 16.54% | +18.40% |
OAMZ.DE vs. ECAT - Expense Ratio Comparison
OAMZ.DE has a 0.55% expense ratio, which is lower than ECAT's 1.43% expense ratio.
Dividends
OAMZ.DE vs. ECAT - Dividend Comparison
OAMZ.DE's dividend yield for the trailing twelve months is around 16.15%, less than ECAT's 21.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 21.81% | 23.00% | 17.44% | 9.14% | 8.94% | 0.54% |
OAMZ.DE IncomeShares Amazon (AMZN) Options ETP | 16.15% | 14.46% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OAMZ.DE and ECAT have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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