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AMZA vs IBHH

Comparison between INFRACAP MLP ETF (AMZA, ETF) and ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF (IBHH, ETF).

AMZA vs IBHH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AMZA
$445M
Winner
IBHH
$446M
Expense Ratio
AMZA
1.72%
Winner
IBHH
0.35%
Max Drawdown
AMZA
96.70%
Winner
IBHH
14.74%
Sharpe Ratio
AMZA
0.66
Winner
IBHH
0.80
5Y Beta
AMZA
0.53
Winner
IBHH
0.19
P/E Ratio
AMZA
15.47
IBHH
N/A
Forward P/E
AMZA
13.36
IBHH
N/A
5Y Dividends CAGR
AMZA
6.24%
IBHH
N/A
5Y EPS CAGR
AMZA
9.93%
IBHH
N/A
P/S Ratio
AMZA
0.81
IBHH
N/A
P/B Ratio
AMZA
2.68
IBHH
N/A

AMZA vs IBHH - Historical Returns

Returns include dividend reinvestment.

1M
AMZA
-6.43%
Winner
IBHH
+0.38%
3M
AMZA
+0.74%
Winner
IBHH
+1.36%
6M
Winner
AMZA
+19.40%
IBHH
+2.11%
1Y
Winner
AMZA
+15.83%
IBHH
+6.42%
5Y(CAGR)
Winner
AMZA
+18.27%
IBHH
+5.22%
10Y(CAGR)
AMZA
+4.79%
IBHH
N/A
Max(CAGR)
AMZA
-1.10%
Winner
IBHH
+5.22%

AMZA vs IBHH - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearAMZAIBHH
2026+17.41%+1.73%
2025-1.56%+7.69%
2024+29.86%+8.26%
2023+26.38%+12.70%
2022+28.16%-6.71%
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 IBHH 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 IBHH was -12.04%, occurring on Sep 27, 2022. Recovery took 414 trading sessions.

The current AMZA drawdown is -12.18%. The current IBHH drawdown is -0.20%.

RankAMZAIBHH
#1-91.42%
Oct 2, 2014 - Mar 18, 2020
-12.04%
Mar 31, 2022 - Nov 22, 2023
#2N/A-4.66%
Feb 28, 2025 - May 12, 2025
#3N/A-2.08%
Mar 10, 2022 - Mar 17, 2022
#4N/A-1.88%
Mar 27, 2024 - May 6, 2024
#5N/A-1.49%
Dec 27, 2023 - Feb 1, 2024
#6N/A-1.49%
Dec 6, 2024 - Jan 16, 2025
#7N/A-1.46%
Sep 19, 2024 - Nov 29, 2024
#8N/A-1.22%
Feb 23, 2026 - Apr 8, 2026
#9N/A-1.11%
Feb 1, 2024 - Mar 6, 2024
#10N/A-1.00%
Oct 1, 2025 - Oct 23, 2025
#11N/A-0.95%
May 15, 2024 - Jun 5, 2024
#12N/A-0.92%
Mar 18, 2022 - Mar 29, 2022
#13N/A-0.88%
Jul 31, 2024 - Aug 13, 2024
#14N/A-0.81%
May 19, 2025 - May 29, 2025
#15N/A-0.74%
Dec 4, 2023 - Dec 13, 2023

Correlation

Correlation between AMZA and IBHH is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2015 - 2026)

AMZA vs IBHH dividend yield comparison.

YearAMZAIBHH
20263.74%2.61%
20258.81%6.39%
20247.29%6.93%
20239.40%6.65%
20227.65%5.36%
202110.24%0.00%
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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