AMZA vs JPME
Comparison between INFRACAP MLP ETF (AMZA, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).
5-Year PerformanceAMZA has outperformed JPME, delivering a return of +18.3% compared to +9.1%
AMZA vs JPME - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AMZA
$445M
JPME
$445M
Expense Ratio
AMZA
1.72%
Winner
JPME
0.24%
Max Drawdown
AMZA
96.70%
Winner
JPME
41.01%
Sharpe Ratio
AMZA
0.66
Winner
JPME
1.37
5Y Beta
Winner
AMZA
0.53
JPME
0.73
P/E Ratio
Winner
AMZA
15.47
JPME
22.51
Forward P/E
Winner
AMZA
13.36
JPME
15.55
5Y Dividends CAGR
AMZA
6.24%
Winner
JPME
13.97%
5Y EPS CAGR
AMZA
9.93%
Winner
JPME
12.52%
Debt to Equity
AMZA
N/A
JPME
49.42%
P/S Ratio
Winner
AMZA
0.81
JPME
1.41
P/B Ratio
AMZA
2.68
Winner
JPME
2.48
AMZA vs JPME - Holdings Comparison
AMZA and JPME have 6 common holdings. Overlap is -14.26%
AMZA's top 25 holdings weight is 115.53%. JPME's top 25 holdings weight is 13.41%.
| Rank | AMZA | JPME |
|---|---|---|
| #1 | ENERGY TRANSFER LP (ET) - 16.25% | WESTERN DIGITAL CORP (WDC) - 0.76% |
| #2 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 15.16% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.65% |
| #3 | SUNOCO LP (SUN) - 14.32% | DEVON ENERGY CORP (DVN) - 0.64% |
| #4 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 12.31% | TD SYNNEX CORP (SNX) - 0.61% |
| #5 | MPLX LP PARTNERSHIP UNITS (MPLX) - 11.81% | LUMENTUM HOLDINGS INC (LITE) - 0.58% |
| #6 | WESTERN MIDSTREAM PARTNERS LP (WES) - 11.68% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.58% |
| #7 | HESS MIDSTREAM LP CLASS A (HESM) - 4.89% | STEEL DYNAMICS INC (STLD) - 0.56% |
| #8 | CHENIERE ENERGY INC (LNG) - 3.97% | CIENA CORP (CIEN) - 0.56% |
| #9 | WILLIAMS COMPANIES INC (WMB) - 3.76% | JABIL INC (JBL) - 0.56% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 3.39% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.55% |
| #11 | TARGA RESOURCES CORP (TRGP) - 3.03% | FLEX LTD (FLEX) - 0.54% |
| #12 | CHENIERE ENERGY PARTNERS LP (CQP) - 2.88% | CORNING INC (GLW) - 0.52% |
| #13 | GENESIS ENERGY LP (GEL) - 2.02% | CASEY'S GENERAL STORES INC (CASY) - 0.52% |
| #14 | USA COMPRESSION PARTNERS LP (USAC) - 1.91% | THE TIMKEN CO (TKR) - 0.51% |
| #15 | DELEK LOGISTICS PARTNERS LP (DKL) - 1.47% | CARPENTER TECHNOLOGY CORP (CRS) - 0.51% |
| #16 | ONEOK INC (OKE) - 1.44% | ELEMENT SOLUTIONS INC (ESI) - 0.49% |
| #17 | TC ENERGY CORP (TRP) - 1.32% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.49% |
| #18 | GLOBAL PARTNERS LP (GLP) - 1.12% | NUCOR CORP (NUE) - 0.49% |
| #19 | n/a (ET-PRI) - 0.60% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.48% |
| #20 | MARATHON PETROLEUM CORP (MPC) - 0.49% | TERADYNE INC (TER) - 0.48% |
| #21 | PHILLIPS 66 (PSX) - 0.40% | DAVITA INC (DVA) - 0.48% |
| #22 | HF SINCLAIR CORP (DINO) - 0.36% | HOST HOTELS & RESORTS INC (HST) - 0.47% |
| #23 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.35% | QUANTA SERVICES INC (PWR) - 0.46% |
| #24 | RBC US GOVTT 1 1465 (n/a) - 0.35% | ROYALTY PHARMA PLC CLASS A (RPRX) - 0.46% |
| #25 | VALERO ENERGY CORP (VLO) - 0.25% | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.46% |
| Total Holdings | 78 | 356 |
AMZA vs JPME - Historical Returns
Returns include dividend reinvestment.
1M
AMZA
-6.43%
Winner
JPME
+2.80%
3M
AMZA
+0.74%
Winner
JPME
+6.81%
6M
Winner
AMZA
+19.40%
JPME
+13.10%
1Y
AMZA
+15.83%
Winner
JPME
+22.54%
5Y(CAGR)
Winner
AMZA
+18.27%
JPME
+9.05%
10Y(CAGR)
AMZA
+4.79%
Winner
JPME
+11.08%
Max(CAGR)
AMZA
-1.10%
Winner
JPME
+11.23%
AMZA vs JPME - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | AMZA | JPME |
|---|---|---|
| 2026 | +17.41% | +12.01% |
| 2025 | -1.56% | +8.39% |
| 2024 | +29.86% | +13.32% |
| 2023 | +26.38% | +11.82% |
| 2022 | +28.16% | -9.80% |
| 2021 | +51.77% | +30.73% |
| 2020 | -50.77% | +8.62% |
| 2019 | +2.92% | +25.84% |
| 2018 | -28.51% | -9.19% |
| 2017 | -7.46% | +18.60% |
| 2016 | +21.94% | +10.30% |
| 2015 | -47.07% | N/A |
| 2014 | -8.67% | N/A |
AMZA vs JPME 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 JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The current AMZA drawdown is -12.18%. The current JPME drawdown is -1.93%.
| Rank | AMZA | JPME |
|---|---|---|
| #1 | -91.42% Oct 2, 2014 - Mar 18, 2020 | -41.01% Jan 17, 2020 - Nov 16, 2020 |
| #2 | N/A | -19.91% Aug 29, 2018 - Jul 3, 2019 |
| #3 | N/A | -19.30% Jan 4, 2022 - Dec 26, 2023 |
| #4 | N/A | -18.70% Nov 29, 2024 - Sep 11, 2025 |
| #5 | N/A | -7.57% Jan 26, 2018 - Jul 19, 2018 |
| #6 | N/A | -6.84% Mar 2, 2026 - Apr 17, 2026 |
| #7 | N/A | -6.58% Nov 16, 2021 - Dec 27, 2021 |
| #8 | N/A | -6.56% Jul 26, 2019 - Nov 1, 2019 |
| #9 | N/A | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #10 | N/A | -5.27% Jun 8, 2016 - Jul 12, 2016 |
| #11 | N/A | -5.26% Aug 23, 2016 - Nov 21, 2016 |
| #12 | N/A | -5.09% Jul 31, 2024 - Aug 19, 2024 |
| #13 | N/A | -4.85% Sep 2, 2021 - Oct 20, 2021 |
| #14 | N/A | -4.58% Jan 20, 2021 - Feb 8, 2021 |
| #15 | N/A | -4.42% Sep 11, 2025 - Nov 26, 2025 |
Correlation
Correlation between AMZA and JPME is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2015 - 2026)
AMZA vs JPME dividend yield comparison.
| Year | AMZA | JPME |
|---|---|---|
| 2026 | 3.74% | 0.32% |
| 2025 | 8.81% | 2.03% |
| 2024 | 7.29% | 1.77% |
| 2023 | 9.40% | 1.84% |
| 2022 | 7.65% | 1.84% |
| 2021 | 10.24% | 1.44% |
| 2020 | 22.13% | 1.51% |
| 2019 | 19.47% | 1.68% |
| 2018 | 34.46% | 1.80% |
| 2017 | 24.16% | 1.17% |
| 2016 | 18.36% | 0.91% |
| 2015 | 18.21% | 0.00% |
Select Stocks to Compare
Popular: AMZA vs SPYJPME vs SPY
More Comparisons
Compare with similar stocks