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AMZA vs FIGB

Comparison between INFRACAP MLP ETF (AMZA, ETF) and FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF).

5-Year PerformanceAMZA has outperformed FIGB, delivering a return of +19.4% compared to +0.2%

AMZA vs FIGB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AMZA
$464M
Winner
FIGB
$465M
Expense Ratio
AMZA
1.72%
Winner
FIGB
0.36%
Max Drawdown
AMZA
96.70%
Winner
FIGB
21.47%
Sharpe Ratio
Winner
AMZA
0.92
FIGB
0.09
5Y Beta
AMZA
0.55
Winner
FIGB
0.01
P/E Ratio
AMZA
15.46
FIGB
N/A
Forward P/E
AMZA
13.53
FIGB
N/A
5Y Dividends CAGR
AMZA
6.24%
Winner
FIGB
66.05%
5Y EPS CAGR
AMZA
9.93%
FIGB
N/A
P/S Ratio
AMZA
0.82
FIGB
N/A
P/B Ratio
AMZA
2.73
FIGB
N/A

AMZA vs FIGB - Historical Returns

Returns include dividend reinvestment.

1M
AMZA
-1.35%
Winner
FIGB
-0.22%
3M
Winner
AMZA
+3.14%
FIGB
-1.12%
6M
Winner
AMZA
+20.08%
FIGB
+0.14%
1Y
Winner
AMZA
+19.36%
FIGB
+4.31%
5Y(CAGR)
Winner
AMZA
+19.41%
FIGB
+0.19%
10Y(CAGR)
AMZA
+4.54%
FIGB
N/A
Max(CAGR)
AMZA
-0.91%
Winner
FIGB
+0.36%

AMZA vs FIGB - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearAMZAFIGB
2026+20.17%+0.04%
2025-1.56%+7.05%
2024+29.86%+1.63%
2023+26.38%+6.17%
2022+28.16%-12.86%
2021+51.77%+1.77%
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 FIGB Drawdown Comparison

The maximum drawdown for AMZA was -91.42%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.

The current AMZA drawdown is -10.12%. The current FIGB drawdown is -1.86%.

RankAMZAFIGB
#1-91.42%
Oct 2, 2014 - Mar 18, 2020
-18.08%
Sep 14, 2021 - Feb 12, 2026
#2N/A-2.93%
Feb 27, 2026 - May 19, 2026
#3N/A-1.04%
Aug 2, 2021 - Sep 14, 2021
#4N/A-0.98%
Mar 4, 2021 - Apr 13, 2021
#5N/A-0.97%
May 7, 2021 - Jun 4, 2021
#6N/A-0.52%
Jul 8, 2021 - Jul 19, 2021
#7N/A-0.50%
Apr 21, 2021 - May 7, 2021
#8N/A-0.48%
Jun 18, 2021 - Jun 30, 2021
#9N/A-0.43%
Jun 10, 2021 - Jun 18, 2021
#10N/A-0.42%
Jul 19, 2021 - Aug 2, 2021
#11N/A-0.23%
Apr 16, 2021 - Apr 20, 2021
#12N/A-0.21%
Feb 17, 2026 - Feb 23, 2026
#13N/A-0.18%
Jun 30, 2021 - Jul 2, 2021
#14N/A-0.05%
Feb 24, 2026 - Feb 26, 2026
#15N/A-0.01%
Jun 4, 2021 - Jun 8, 2021

Correlation

Correlation between AMZA and FIGB is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25
-101

Dividend Comparison (2015 - 2026)

AMZA vs FIGB dividend yield comparison.

YearAMZAFIGB
20263.65%1.62%
20258.81%4.15%
20247.29%4.28%
20239.40%3.79%
20227.65%2.44%
202110.24%1.10%
202022.13%0.00%
201919.47%0.00%
201834.46%0.00%
201724.16%0.00%
201618.36%0.00%
201518.21%0.00%

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