AMZA vs AVSU
Comparison between INFRACAP MLP ETF (AMZA, ETF) and AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF).
AMZA vs AVSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AMZA
$472M
AVSU
$471M
Expense Ratio
AMZA
1.72%
Winner
AVSU
0.15%
Max Drawdown
AMZA
96.70%
Winner
AVSU
22.13%
Sharpe Ratio
AMZA
1.26
Winner
AVSU
1.43
5Y Beta
Winner
AMZA
0.47
AVSU
1.01
P/E Ratio
Winner
AMZA
14.35
AVSU
23.36
Forward P/E
Winner
AMZA
14.09
AVSU
17.63
5Y Dividends CAGR
AMZA
7.39%
AVSU
N/A
5Y EPS CAGR
AMZA
11.71%
Winner
AVSU
23.13%
Debt to Equity
AMZA
N/A
AVSU
74.26%
P/S Ratio
Winner
AMZA
0.77
AVSU
2.49
P/B Ratio
Winner
AMZA
2.74
AVSU
4.39
AMZA vs AVSU - Holdings Comparison
AMZA and AVSU have 1 common holdings. Overlap is -18.34%
AMZA's top 25 holdings weight is 118.14%. AVSU's top 25 holdings weight is 43.59%.
| Rank | AMZA | AVSU |
|---|---|---|
| #1 | ENERGY TRANSFER LP (ET) - 16.46% | APPLE INC (AAPL) - 5.77% |
| #2 | SUNOCO LP (SUN) - 15.10% | NVIDIA CORP (NVDA) - 5.53% |
| #3 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.76% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | WESTERN MIDSTREAM PARTNERS LP (WES) - 12.61% | AMAZON.COM INC (AMZN) - 3.46% |
| #5 | MPLX LP PARTNERSHIP UNITS (MPLX) - 11.35% | MICRON TECHNOLOGY INC (MU) - 2.93% |
| #6 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 11.29% | ALPHABET INC CLASS A (GOOGL) - 2.59% |
| #7 | CHENIERE ENERGY INC (LNG) - 5.88% | ALPHABET INC CLASS C (GOOG) - 2.06% |
| #8 | HESS MIDSTREAM LP CLASS A (HESM) - 4.95% | META PLATFORMS INC CLASS A (META) - 2.01% |
| #9 | KINDER MORGAN INC CLASS P (KMI) - 3.49% | JPMORGAN CHASE & CO (JPM) - 1.56% |
| #10 | CHENIERE ENERGY PARTNERS LP (CQP) - 3.20% | BROADCOM INC (AVGO) - 1.28% |
| #11 | WILLIAMS COMPANIES INC (WMB) - 3.09% | LAM RESEARCH CORP (LRCX) - 1.12% |
| #12 | ONEOK INC (OKE) - 2.55% | APPLIED MATERIALS INC (AMAT) - 1.10% |
| #13 | USA COMPRESSION PARTNERS LP (USAC) - 2.32% | ELI LILLY AND CO (LLY) - 0.94% |
| #14 | GENESIS ENERGY LP (GEL) - 2.08% | ADVANCED MICRO DEVICES INC (AMD) - 0.90% |
| #15 | TARGA RESOURCES CORP (TRGP) - 1.66% | MERCK & CO INC (MRK) - 0.82% |
| #16 | DELEK LOGISTICS PARTNERS LP (DKL) - 1.51% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | GLOBAL PARTNERS LP (GLP) - 1.20% | WALMART INC (WMT) - 0.82% |
| #18 | VALERO ENERGY CORP (VLO) - 0.96% | VISA INC CLASS A (V) - 0.80% |
| #19 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.92% | KLA CORP (KLAC) - 0.76% |
| #20 | RBC US GOVTT 1 1465 (n/a) - 0.92% | THE GOLDMAN SACHS GROUP INC (GS) - 0.74% |
| #21 | TC ENERGY CORP (TRP) - 0.88% | COSTCO WHOLESALE CORP (COST) - 0.73% |
| #22 | MARATHON PETROLEUM CORP (MPC) - 0.82% | GILEAD SCIENCES INC (GILD) - 0.62% |
| #23 | n/a (ET-PRI) - 0.60% | MASTERCARD INC CLASS A (MA) - 0.58% |
| #24 | HF SINCLAIR CORP (DINO) - 0.36% | BANK OF AMERICA CORP (BAC) - 0.58% |
| #25 | PHILLIPS 66 (PSX) - 0.18% | MORGAN STANLEY (MS) - 0.57% |
| Total Holdings | 121 | 1332 |
AMZA vs AVSU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AMZA
+6.04%
AVSU
+3.11%
3M
Winner
AMZA
+10.52%
AVSU
+3.68%
6M
Winner
AMZA
+16.30%
AVSU
+14.85%
1Y
Winner
AMZA
+29.36%
AVSU
+25.49%
5Y(CAGR)
Winner
AMZA
+24.14%
AVSU
+14.20%
10Y(CAGR)
AMZA
+5.27%
AVSU
N/A
Max(CAGR)
AMZA
-0.05%
Winner
AVSU
+14.20%
AMZA vs AVSU - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | AMZA | AVSU |
|---|---|---|
| 2026 | +32.98% | +17.40% |
| 2025 | -1.56% | +16.97% |
| 2024 | +29.86% | +19.95% |
| 2023 | +26.38% | +24.62% |
| 2022 | +28.16% | -11.70% |
| 2021 | +51.77% | N/A |
| 2020 | -50.77% | N/A |
| 2019 | +2.92% | N/A |
| 2018 | -28.51% | N/A |
| 2017 | -7.46% | N/A |
| 2016 | +21.94% | N/A |
| 2015 | -47.07% | N/A |
| 2014 | -8.67% | N/A |
AMZA vs AVSU Drawdown Comparison
The maximum drawdown for AMZA was -91.42%, occurring on Mar 18, 2020. Recovery took 2991 trading sessions.
The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.
The current AMZA drawdown is -0.71%. The current AVSU drawdown is -1.47%.
| Rank | AMZA | AVSU |
|---|---|---|
| #1 | -91.42% Oct 2, 2014 - Aug 26, 2026 | -21.67% Mar 29, 2022 - Dec 8, 2023 |
| #2 | -0.71% Aug 26, 2026 - Aug 27, 2026 | -20.16% Dec 4, 2024 - Jul 2, 2025 |
| #3 | N/A | -10.06% Feb 9, 2026 - Apr 14, 2026 |
| #4 | N/A | -9.03% Jul 16, 2024 - Sep 19, 2024 |
| #5 | N/A | -6.57% Mar 28, 2024 - May 15, 2024 |
| #6 | N/A | -4.90% Oct 28, 2025 - Nov 26, 2025 |
| #7 | N/A | -3.70% Jun 2, 2026 - Jun 15, 2026 |
| #8 | N/A | -3.60% Jun 30, 2026 - Aug 3, 2026 |
| #9 | N/A | -3.39% Oct 6, 2025 - Oct 21, 2025 |
| #10 | N/A | -2.72% Oct 18, 2024 - Nov 6, 2024 |
| #11 | N/A | -2.63% Jul 25, 2025 - Aug 12, 2025 |
| #12 | N/A | -2.58% Dec 28, 2023 - Jan 19, 2024 |
| #13 | N/A | -2.57% Dec 11, 2025 - Dec 24, 2025 |
| #14 | N/A | -2.51% May 14, 2026 - May 22, 2026 |
| #15 | N/A | -2.45% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between AMZA and AVSU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2015 - 2026)
AMZA vs AVSU dividend yield comparison.
| Year | AMZA | AVSU |
|---|---|---|
| 2026 | 5.39% | 0.43% |
| 2025 | 8.81% | 1.03% |
| 2024 | 7.29% | 1.22% |
| 2023 | 9.40% | 1.22% |
| 2022 | 7.65% | 0.99% |
| 2021 | 10.24% | 0.00% |
| 2020 | 22.13% | 0.00% |
| 2019 | 19.47% | 0.00% |
| 2018 | 34.46% | 0.00% |
| 2017 | 24.16% | 0.00% |
| 2016 | 18.36% | 0.00% |
| 2015 | 18.21% | 0.00% |
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