VSHY vs. AMZA
VSHY (Virtus Newfleet Short Duration High Yield Bond ETF) and AMZA (InfraCap MLP ETF) are both exchange-traded funds - VSHY is a High Yield Bonds fund actively managed by Virtus, while AMZA is a MLPs fund actively managed by Virtus. Both are actively managed. Over the past year, VSHY returned 6.04% vs 21.69% for AMZA. Their 0.22 correlation means their historical movements had little consistent relationship. VSHY charges 0.40%/yr vs 2.01%/yr for AMZA.
Performance
VSHY vs. AMZA - Performance Comparison
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Returns By Period
In the year-to-date period, VSHY achieves a 2.97% return, which is significantly lower than AMZA's 28.81% return.
VSHY
- 1D
- 0.37%
- 1M
- 0.40%
- 6M
- 2.23%
- YTD
- 2.97%
- 1Y
- 6.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.15%
AMZA
- 1D
- -1.27%
- 1M
- 4.60%
- 6M
- 21.13%
- YTD
- 28.81%
- 1Y
- 21.69%
- 3Y*
- 23.01%
- 5Y*
- 23.70%
- 10Y*
- 4.86%
- ALL TIME*
- -0.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AMZA InfraCap MLP ETF | $1.64M | $1.75M | $1.78M |
| $34.66K | $24.34K | $44.05K |
VSHY vs. AMZA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VSHY Virtus Newfleet Short Duration High Yield Bond ETF | 2.97% | 6.87% | 8.03% | 3.76% |
AMZA InfraCap MLP ETF | 28.81% | 0.17% | 30.90% | -1.96% |
Correlation
The correlation between VSHY and AMZA is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (All Time) Calculated using the full available price history since Nov 28, 2023 | 0.22 |
The correlation between VSHY and AMZA shifts across timeframes, from 0.02 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VSHY vs. AMZA — Risk / Return Rank
VSHY
AMZA
VSHY vs. AMZA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) 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.
| VSHY | AMZA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.21 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.50 | 1.84 | +1.66 |
| Martin ratioReturn relative to average drawdown | 13.01 | 4.50 | +8.51 |
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Drawdowns
VSHY vs. AMZA - Drawdown Comparison
The maximum VSHY drawdown since its inception was -4.55%, smaller than the maximum AMZA drawdown of -91.46%. Use the drawdown chart below to compare losses from any high point for VSHY and AMZA.
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Drawdown Indicators
| VSHY | AMZA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.55% | -91.46% | +86.91% |
Max Drawdown (1Y)Largest decline over 1 year | -1.73% | -11.84% | +10.11% |
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 DrawdownCurrent decline from peak | 0.00% | -5.35% | +5.35% |
Average DrawdownAverage peak-to-trough decline | -0.40% | -44.50% | +44.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.47% | 4.84% | -4.37% |
Volatility
VSHY vs. AMZA - Volatility Comparison
The current volatility for Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) is 0.70%, while InfraCap MLP ETF (AMZA) has a volatility of 5.64%. This indicates that VSHY experiences smaller price fluctuations and is considered to be less risky 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
| VSHY | AMZA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 5.64% | -4.94% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 14.16% | -11.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.44% | 18.24% | -14.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.33% | 25.26% | -20.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.33% | 37.14% | -32.81% |
VSHY vs. AMZA - Expense Ratio Comparison
VSHY has a 0.40% expense ratio, which is lower than AMZA's 2.01% expense ratio.
Dividends
VSHY vs. AMZA - Dividend Comparison
VSHY's dividend yield for the trailing twelve months is around 6.24%, less than AMZA's 7.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 7.93% | 8.81% | 7.29% | 9.40% | 7.65% | 10.24% | 22.13% | 19.47% | 34.46% | 24.16% | 18.36% | 18.21% |
VSHY Virtus Newfleet Short Duration High Yield Bond ETF | 6.24% | 6.14% | 6.81% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VSHY and AMZA have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMZA has higher volatility (5.64%) compared to VSHY (0.70%). In terms of maximum drawdown, VSHY dropped -4.55% vs AMZA's -91.46%.
On 1-year performance, AMZA leads with 21.69% vs 6.04% for VSHY. On fees, VSHY is cheaper at 0.40% per year. On volatility, VSHY has been the lower-risk option at 0.70%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AMZA has performed better with a 21.69% return vs 6.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VSHY is cheaper with a 0.40% expense ratio, compared with 2.01% for AMZA.
AMZA has the higher dividend yield at 7.93%, compared with 6.24% for VSHY.
VSHY is categorized as High Yield Bonds, while AMZA is MLPs. Their fees differ too: 0.40% for VSHY and 2.01% for AMZA.
VSHY currently has the higher Sharpe Ratio (1.77 vs 1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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