TOLZ vs. BP
Compare and contrast key facts about ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and BP p.l.c. (BP).
TOLZ is a passively managed fund by ProShares that tracks the performance of the Dow Jones Brookfield Global Infrastructure Composite Index. It was launched on Mar 25, 2014.
Performance
TOLZ vs. BP - Performance Comparison
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TOLZ vs. BP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 11.27% | 14.76% | 11.67% | 6.18% | -4.25% | 20.47% | -9.46% | 26.84% | -7.90% | 13.28% |
BP BP p.l.c. | 37.08% | 24.54% | -11.84% | 6.00% | 37.01% | 36.38% | -41.31% | 5.83% | -4.57% | 20.02% |
Returns By Period
In the year-to-date period, TOLZ achieves a 11.27% return, which is significantly lower than BP's 37.08% return. Over the past 10 years, TOLZ has underperformed BP with an annualized return of 8.41%, while BP has yielded a comparatively higher 10.96% annualized return.
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%
BP
- 1D
- -0.74%
- 1M
- 20.95%
- YTD
- 37.08%
- 6M
- 40.07%
- 1Y
- 47.29%
- 3Y*
- 13.31%
- 5Y*
- 19.68%
- 10Y*
- 10.96%
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Return for Risk
TOLZ vs. BP — Risk / Return Rank
TOLZ
BP
TOLZ vs. BP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and BP p.l.c. (BP). 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.
| TOLZ | BP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.57 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.97 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 2.06 | +0.08 |
Martin ratioReturn relative to average drawdown | 10.58 | 6.29 | +4.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TOLZ | BP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.57 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.69 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.35 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.19 | +0.23 |
Correlation
The correlation between TOLZ and BP 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
TOLZ vs. BP - Dividend Comparison
TOLZ's dividend yield for the trailing twelve months is around 3.66%, less than BP's 4.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BP BP p.l.c. | 4.21% | 5.64% | 6.20% | 4.71% | 3.94% | 4.83% | 9.21% | 6.52% | 6.41% | 5.66% | 6.37% | 7.63% |
Drawdowns
TOLZ vs. BP - Drawdown Comparison
The maximum TOLZ drawdown since its inception was -39.33%, smaller than the maximum BP drawdown of -74.94%. Use the drawdown chart below to compare losses from any high point for TOLZ and BP.
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Drawdown Indicators
| TOLZ | BP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.33% | -74.94% | +35.61% |
Max Drawdown (1Y)Largest decline over 1 year | -8.82% | -22.77% | +13.95% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -30.63% | +8.78% |
Max Drawdown (10Y)Largest decline over 10 years | -39.33% | -63.91% | +24.58% |
Current DrawdownCurrent decline from peak | -3.16% | -0.74% | -2.42% |
Average DrawdownAverage peak-to-trough decline | -6.70% | -25.34% | +18.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 7.47% | -5.68% |
Volatility
TOLZ vs. BP - Volatility Comparison
The current volatility for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) is 3.63%, while BP p.l.c. (BP) has a volatility of 8.27%. This indicates that TOLZ experiences smaller price fluctuations and is considered to be less risky than BP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TOLZ | BP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 8.27% | -4.64% |
Volatility (6M)Calculated over the trailing 6-month period | 7.29% | 19.92% | -12.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.97% | 30.34% | -17.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 28.50% | -14.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.30% | 31.21% | -14.91% |