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SSMG vs. AMZA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SSMG vs. AMZA

Last updated Aug 5, 2026
Documentation

SSMG (Virtus Silvant Small/Mid Growth ETF) and AMZA (InfraCap MLP ETF) are both exchange-traded funds - SSMG is a Mid Cap Growth Equities fund actively managed by Virtus, while AMZA is a MLPs fund actively managed by Virtus. Both are actively managed. Their -0.34 correlation means they have often moved in opposite directions in the past. SSMG charges 0.39%/yr vs 2.01%/yr for AMZA.

Performance

SSMG vs. AMZA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Silvant Small/Mid Growth ETF (SSMG) and InfraCap MLP ETF (AMZA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

SSMG

1D
3.18%
1M
-0.84%
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

AMZA

1D
0.71%
1M
5.34%
6M
18.88%
YTD
29.72%
1Y
21.52%
3Y*
23.30%
5Y*
24.00%
10Y*
4.94%
ALL TIME*
-0.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

AMZA

InfraCap MLP ETF
$1.65M$1.73M$1.76M

SSMG

Virtus Silvant Small/Mid Growth ETF
$5.89K$3.26K$5.76K

SSMG vs. AMZA - Yearly Performance Comparison

2026 (YTD)
SSMG
Virtus Silvant Small/Mid Growth ETF		7.79%
AMZA
InfraCap MLP ETF		11.50%

Correlation

The correlation between SSMG and AMZA is -0.34, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 22, 2026

-0.34

SSMG vs. AMZA - Sectors Allocation Comparison

Sectors
SSMG
AMZA

Industrials

25.8%
1.2%

Technology

25.3%

-

Healthcare

18.6%

-

Consumer Cyclical

9.4%

-

Financial Services

8.2%

-

Energy

4.5%
99.8%

Basic Materials

3.5%

-

Utilities

1.5%
0.2%

Communication Services

1.4%

-

Real Estate

0.7%

-

Consumer Defensive

-

-

Industrials

SSMG
25.8%
AMZA
1.2%

Technology

SSMG
25.3%
AMZA

-

Healthcare

SSMG
18.6%
AMZA

-

Consumer Cyclical

SSMG
9.4%
AMZA

-

Financial Services

SSMG
8.2%
AMZA

-

Energy

SSMG
4.5%
AMZA
99.8%

Basic Materials

SSMG
3.5%
AMZA

-

Utilities

SSMG
1.5%
AMZA
0.2%

Communication Services

SSMG
1.4%
AMZA

-

Real Estate

SSMG
0.7%
AMZA

-

Consumer Defensive

SSMG

-

AMZA

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Virtus Silvant Small/Mid Growth ETF

InfraCap MLP ETF

Often compared with SSMG:
SSMG vs. QQQNSSMG vs. VDISSMG vs. SEIXSSMG vs. TPLCSSMG vs. JHMMSSMG vs. QMIDSSMG vs. VOT
Often compared with AMZA:
AMZA vs. ATMPAMZA vs. MLPBAMZA vs. UMIAMZA vs. GCCAMZA vs. CDUAFAMZA vs. EMOAMZA vs. DIV

Return for Risk

SSMG vs. AMZA — Risk / Return Rank

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

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AMZA
AMZA Risk / Return Rank: 4343
Overall Rank
AMZA Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
AMZA Sortino Ratio Rank: 4242
Sortino Ratio Rank
AMZA Omega Ratio Rank: 3939
Omega Ratio Rank
AMZA Calmar Ratio Rank: 4949
Calmar Ratio Rank
AMZA Martin Ratio Rank: 4141
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.

SSMG vs. AMZA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Small/Mid Growth ETF (SSMG) 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.

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.

SSMGAMZADifference
Sharpe ratioReturn per unit of total volatility

—

1.19

—

Sortino ratioReturn per unit of downside risk

—

1.72

—

Omega ratioGain probability vs. loss probability

—

1.21

—

Calmar ratioReturn relative to maximum drawdown

—

1.97

—

Martin ratioReturn relative to average drawdown

—

4.95

—

SSMG vs. AMZA - Sharpe Ratio Comparison

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Drawdowns

SSMG vs. AMZA - Drawdown Comparison

The maximum SSMG drawdown since its inception was -13.72%, smaller than the maximum AMZA drawdown of -91.46%. Use the drawdown chart below to compare losses from any high point for SSMG and AMZA.

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Drawdown Indicators

SSMGAMZADifference

Max Drawdown

Largest peak-to-trough decline

-13.72%

-91.46%

+77.74%

Max Drawdown (1Y)

Largest decline over 1 year

—

-10.99%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-18.56%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-25.15%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-86.84%

—

Current Drawdown

Current decline from peak

-4.83%

-4.68%

-0.15%

Average Drawdown

Average peak-to-trough decline

-3.36%

-44.48%

+41.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

4.84%

—

Volatility

SSMG vs. AMZA - Volatility Comparison

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Volatility by Period

SSMGAMZADifference

Volatility (1M)

Calculated over the trailing 1-month period

—

5.64%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

14.14%

—

Volatility (1Y)

Calculated over the trailing 1-year period

28.58%

18.21%

+10.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.58%

25.23%

+3.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.58%

37.14%

-8.56%

SSMG vs. AMZA - Expense Ratio Comparison

SSMG has a 0.39% expense ratio, which is lower than AMZA's 2.01% expense ratio.

Dividends

SSMG vs. AMZA - Dividend Comparison

SSMG has not paid dividends to shareholders, while AMZA's dividend yield for the trailing twelve months is around 7.87%.

PositionTTM20252024202320222021202020192018201720162015
AMZA
InfraCap MLP ETF		7.87%8.81%7.29%9.40%7.65%10.24%22.13%19.47%34.46%24.16%18.36%18.21%
SSMG
Virtus Silvant Small/Mid Growth ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

SSMG and AMZA have a correlation of -0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SSMG is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SSMG is cheaper with a 0.39% expense ratio, compared with 2.01% for AMZA.

AMZA has the higher dividend yield at 7.87%, compared with 0.00% for SSMG.

SSMG is categorized as Mid Cap Growth Equities, while AMZA is MLPs. Their fees differ too: 0.39% for SSMG and 2.01% for AMZA.

Portfolio Optimizer

Find the right allocation for SSMG and AMZA

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