AMZA vs KCE
Comparison between INFRACAP MLP ETF (AMZA, ETF) and STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF (KCE, ETF).
AMZA is from the Energy sector, while KCE is from the Financial Services sector.
5-Year PerformanceAMZA has outperformed KCE, delivering a return of +18.3% compared to +13.2%
AMZA vs KCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AMZA
$445M
KCE
$444M
Expense Ratio
AMZA
1.72%
Winner
KCE
0.35%
Max Drawdown
AMZA
96.70%
Winner
KCE
74.37%
Sharpe Ratio
Winner
AMZA
0.66
KCE
0.64
5Y Beta
Winner
AMZA
0.53
KCE
1.14
P/E Ratio
Winner
AMZA
15.47
KCE
17.72
Forward P/E
Winner
AMZA
13.36
KCE
13.57
PEG Ratio
AMZA
N/A
KCE
0.45
5Y Dividends CAGR
AMZA
6.24%
Winner
KCE
9.71%
5Y EPS CAGR
AMZA
9.93%
Winner
KCE
18.10%
Debt to Equity
AMZA
N/A
KCE
59.62%
P/S Ratio
Winner
AMZA
0.81
KCE
1.47
P/B Ratio
Winner
AMZA
2.68
KCE
3.38
AMZA vs KCE - Holdings Comparison
AMZA and KCE have 1 common holdings. Overlap is -15.72%
AMZA's top 25 holdings weight is 115.53%. KCE's top 25 holdings weight is 44.99%.
| Rank | AMZA | KCE |
|---|---|---|
| #1 | ENERGY TRANSFER LP (ET) - 16.25% | STONEX GROUP INC (SNEX) - 2.26% |
| #2 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 15.16% | MIAMI INTERNATIONAL HOLDINGS INC (MIAX) - 1.99% |
| #3 | SUNOCO LP (SUN) - 14.32% | ACADIAN ASSET MANAGEMENT INC (AAMI) - 1.98% |
| #4 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 12.31% | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.98% |
| #5 | MPLX LP PARTNERSHIP UNITS (MPLX) - 11.81% | JEFFERIES FINANCIAL GROUP INC (JEF) - 1.95% |
| #6 | WESTERN MIDSTREAM PARTNERS LP (WES) - 11.68% | n/a (GLXY) - 1.89% |
| #7 | HESS MIDSTREAM LP CLASS A (HESM) - 4.89% | CBOE GLOBAL MARKETS INC (CBOE) - 1.89% |
| #8 | CHENIERE ENERGY INC (LNG) - 3.97% | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 1.83% |
| #9 | WILLIAMS COMPANIES INC (WMB) - 3.76% | FRANKLIN RESOURCES INC (BEN) - 1.81% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 3.39% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.80% |
| #11 | TARGA RESOURCES CORP (TRGP) - 3.03% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.79% |
| #12 | CHENIERE ENERGY PARTNERS LP (CQP) - 2.88% | WISDOMTREE INC (WT) - 1.77% |
| #13 | GENESIS ENERGY LP (GEL) - 2.02% | STATE STREET CORP (STT) - 1.76% |
| #14 | USA COMPRESSION PARTNERS LP (USAC) - 1.91% | MORGAN STANLEY (MS) - 1.73% |
| #15 | DELEK LOGISTICS PARTNERS LP (DKL) - 1.47% | NORTHERN TRUST CORP (NTRS) - 1.73% |
| #16 | ONEOK INC (OKE) - 1.44% | n/a (ARES) - 1.73% |
| #17 | TC ENERGY CORP (TRP) - 1.32% | BANK OF NEW YORK MELLON CORP (BNY) - 1.71% |
| #18 | GLOBAL PARTNERS LP (GLP) - 1.12% | n/a (STEP) - 1.71% |
| #19 | n/a (ET-PRI) - 0.60% | SEI INVESTMENTS CO (SEIC) - 1.69% |
| #20 | MARATHON PETROLEUM CORP (MPC) - 0.49% | T. ROWE PRICE GROUP INC (TROW) - 1.68% |
| #21 | PHILLIPS 66 (PSX) - 0.40% | COHEN & STEERS INC (CNS) - 1.67% |
| #22 | HF SINCLAIR CORP (DINO) - 0.36% | MOELIS & CO CLASS A (MC) - 1.67% |
| #23 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.35% | EVERCORE INC CLASS A (EVR) - 1.66% |
| #24 | RBC US GOVTT 1 1465 (n/a) - 0.35% | THE GOLDMAN SACHS GROUP INC (GS) - 1.66% |
| #25 | VALERO ENERGY CORP (VLO) - 0.25% | PJT PARTNERS INC CLASS A (PJT) - 1.65% |
| Total Holdings | 78 | 65 |
AMZA vs KCE - Historical Returns
Returns include dividend reinvestment.
1M
AMZA
-6.43%
Winner
KCE
+2.22%
3M
AMZA
+0.74%
Winner
KCE
+13.10%
6M
Winner
AMZA
+19.40%
KCE
+4.92%
1Y
AMZA
+15.83%
Winner
KCE
+16.96%
5Y(CAGR)
Winner
AMZA
+18.27%
KCE
+13.18%
10Y(CAGR)
AMZA
+4.79%
Winner
KCE
+17.66%
Max(CAGR)
AMZA
-1.10%
Winner
KCE
+7.59%
AMZA vs KCE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | AMZA | KCE |
|---|---|---|
| 2026 | +17.41% | +3.22% |
| 2025 | -1.56% | +10.40% |
| 2024 | +29.86% | +38.90% |
| 2023 | +26.38% | +30.99% |
| 2022 | +28.16% | -21.95% |
| 2021 | +51.77% | +42.03% |
| 2020 | -50.77% | +29.79% |
| 2019 | +2.92% | +26.60% |
| 2018 | -28.51% | -14.90% |
| 2017 | -7.46% | +30.51% |
| 2016 | +21.94% | +8.38% |
| 2015 | -47.07% | -11.62% |
| 2014 | -8.67% | +4.35% |
| 2013 | N/A | +45.53% |
| 2012 | N/A | +23.28% |
| 2011 | N/A | -26.33% |
| 2010 | N/A | +3.61% |
| 2009 | N/A | +37.55% |
| 2008 | N/A | -59.20% |
| 2007 | N/A | -0.32% |
| 2006 | N/A | +26.64% |
| 2005 | N/A | +1.56% |
AMZA vs KCE 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 KCE was -74.01%, occurring on Nov 20, 2008. Recovery took 2655 trading sessions.
The current AMZA drawdown is -12.18%. The current KCE drawdown is -3.09%.
| Rank | AMZA | KCE |
|---|---|---|
| #1 | -91.42% Oct 2, 2014 - Mar 18, 2020 | -74.01% Jun 21, 2007 - Jan 5, 2018 |
| #2 | N/A | -40.75% Feb 20, 2020 - Oct 12, 2020 |
| #3 | N/A | -34.43% Nov 3, 2021 - Feb 26, 2024 |
| #4 | N/A | -26.44% Mar 9, 2018 - Dec 17, 2019 |
| #5 | N/A | -26.32% Nov 25, 2024 - Jul 2, 2025 |
| #6 | N/A | -17.44% Jan 16, 2026 - Mar 27, 2026 |
| #7 | N/A | -17.06% Apr 19, 2006 - Oct 4, 2006 |
| #8 | N/A | -12.06% Sep 11, 2025 - Jan 5, 2026 |
| #9 | N/A | -11.70% Feb 7, 2007 - Jun 1, 2007 |
| #10 | N/A | -9.15% Jan 26, 2018 - Mar 9, 2018 |
| #11 | N/A | -8.91% Jul 31, 2024 - Aug 30, 2024 |
| #12 | N/A | -6.41% Oct 16, 2020 - Nov 5, 2020 |
| #13 | N/A | -6.33% Jan 12, 2021 - Feb 8, 2021 |
| #14 | N/A | -6.10% Sep 2, 2021 - Oct 14, 2021 |
| #15 | N/A | -5.86% Apr 8, 2024 - May 9, 2024 |
Correlation
Correlation between AMZA and KCE is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.33
-101
Dividend Comparison (2005 - 2026)
AMZA vs KCE dividend yield comparison.
| Year | AMZA | KCE |
|---|---|---|
| 2026 | 3.74% | 0.46% |
| 2025 | 8.81% | 1.63% |
| 2024 | 7.29% | 1.56% |
| 2023 | 9.40% | 1.82% |
| 2022 | 7.65% | 2.42% |
| 2021 | 10.24% | 1.53% |
| 2020 | 22.13% | 2.20% |
| 2019 | 19.47% | 2.32% |
| 2018 | 34.46% | 2.67% |
| 2017 | 24.16% | 1.95% |
| 2016 | 18.36% | 2.30% |
| 2015 | 18.21% | 2.43% |
| 2014 | 0.00% | 1.59% |
| 2013 | 0.00% | 1.73% |
| 2012 | 0.00% | 3.84% |
| 2011 | 0.00% | 2.54% |
| 2010 | 0.00% | 1.71% |
| 2009 | 0.00% | 0.80% |
| 2008 | 0.00% | 1.89% |
| 2007 | 0.00% | 0.72% |
| 2006 | 0.00% | 4.24% |
| 2005 | 0.00% | 0.04% |
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