PortfoliosLab logoPortfoliosLab logo
SSPY vs. TOLZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SSPY vs. TOLZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Syntax Stratified LargeCap ETF (SSPY) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

SSPY vs. TOLZ - Yearly Performance Comparison


2026 (YTD)20252024
SSPY
Syntax Stratified LargeCap ETF
1.59%12.88%-0.90%
TOLZ
ProShares DJ Brookfield Global Infrastructure ETF
11.27%14.76%-2.14%

Returns By Period

In the year-to-date period, SSPY achieves a 1.59% return, which is significantly lower than TOLZ's 11.27% return.


SSPY

1D
1.80%
1M
-5.65%
YTD
1.59%
6M
3.10%
1Y
14.40%
3Y*
5Y*
10Y*

TOLZ

1D
0.38%
1M
-2.88%
YTD
11.27%
6M
12.10%
1Y
18.59%
3Y*
13.80%
5Y*
10.31%
10Y*
8.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


SSPY vs. TOLZ - Expense Ratio Comparison

SSPY has a 0.30% expense ratio, which is lower than TOLZ's 0.46% expense ratio.


Return for Risk

SSPY vs. TOLZ — Risk / Return Rank

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

SSPY
SSPY Risk / Return Rank: 5353
Overall Rank
SSPY Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
SSPY Sortino Ratio Rank: 5252
Sortino Ratio Rank
SSPY Omega Ratio Rank: 5454
Omega Ratio Rank
SSPY Calmar Ratio Rank: 5050
Calmar Ratio Rank
SSPY Martin Ratio Rank: 6060
Martin Ratio Rank

TOLZ
TOLZ Risk / Return Rank: 7979
Overall Rank
TOLZ Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
TOLZ Sortino Ratio Rank: 7777
Sortino Ratio Rank
TOLZ Omega Ratio Rank: 7575
Omega Ratio Rank
TOLZ Calmar Ratio Rank: 7979
Calmar Ratio Rank
TOLZ Martin Ratio Rank: 8888
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.

SSPY vs. TOLZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Syntax Stratified LargeCap ETF (SSPY) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). 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.


SSPYTOLZDifference

Sharpe ratio

Return per unit of total volatility

0.89

1.44

-0.55

Sortino ratio

Return per unit of downside risk

1.36

1.94

-0.58

Omega ratio

Gain probability vs. loss probability

1.20

1.28

-0.08

Calmar ratio

Return relative to maximum drawdown

1.26

2.14

-0.88

Martin ratio

Return relative to average drawdown

5.94

10.58

-4.63

SSPY vs. TOLZ - Sharpe Ratio Comparison

The current SSPY Sharpe Ratio is 0.89, which is lower than the TOLZ Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of SSPY and TOLZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


SSPYTOLZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

1.44

-0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.42

+0.18

Correlation

The correlation between SSPY and TOLZ is 0.50, 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

SSPY vs. TOLZ - Dividend Comparison

SSPY's dividend yield for the trailing twelve months is around 1.36%, less than TOLZ's 3.66% yield.


TTM20252024202320222021202020192018201720162015
SSPY
Syntax Stratified LargeCap ETF
1.36%1.38%0.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TOLZ
ProShares DJ Brookfield Global Infrastructure ETF
3.66%3.99%3.53%3.34%3.01%3.28%3.16%2.96%3.63%3.30%2.62%3.67%

Drawdowns

SSPY vs. TOLZ - Drawdown Comparison

The maximum SSPY drawdown since its inception was -16.16%, smaller than the maximum TOLZ drawdown of -39.33%. Use the drawdown chart below to compare losses from any high point for SSPY and TOLZ.


Loading graphics...

Drawdown Indicators


SSPYTOLZDifference

Max Drawdown

Largest peak-to-trough decline

-16.16%

-39.33%

+23.17%

Max Drawdown (1Y)

Largest decline over 1 year

-12.14%

-8.82%

-3.32%

Max Drawdown (5Y)

Largest decline over 5 years

-21.85%

Max Drawdown (10Y)

Largest decline over 10 years

-39.33%

Current Drawdown

Current decline from peak

-5.65%

-3.16%

-2.49%

Average Drawdown

Average peak-to-trough decline

-2.44%

-6.70%

+4.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

1.79%

+0.79%

Volatility

SSPY vs. TOLZ - Volatility Comparison

Syntax Stratified LargeCap ETF (SSPY) has a higher volatility of 3.91% compared to ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) at 3.63%. This indicates that SSPY's price experiences larger fluctuations and is considered to be riskier than TOLZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


SSPYTOLZDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.91%

3.63%

+0.28%

Volatility (6M)

Calculated over the trailing 6-month period

8.08%

7.29%

+0.79%

Volatility (1Y)

Calculated over the trailing 1-year period

16.22%

12.97%

+3.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.99%

13.90%

+1.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.99%

16.30%

-1.31%