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AMZA vs WTPI

Comparison between INFRACAP MLP ETF (AMZA, ETF) and WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI, ETF).

5-Year PerformanceAMZA has outperformed WTPI, delivering a return of +19.4% compared to +9.6%

AMZA vs WTPI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AMZA
$464M
WTPI
$461M
Expense Ratio
AMZA
1.72%
Winner
WTPI
0.44%
Max Drawdown
AMZA
96.70%
Winner
WTPI
32.31%
Sharpe Ratio
AMZA
0.92
Winner
WTPI
1.41
5Y Beta
Winner
AMZA
0.55
WTPI
0.70
P/E Ratio
AMZA
15.46
WTPI
N/A
Forward P/E
AMZA
13.53
WTPI
N/A
5Y Dividends CAGR
AMZA
6.24%
Winner
WTPI
60.18%
5Y EPS CAGR
AMZA
9.93%
WTPI
N/A
P/S Ratio
AMZA
0.82
WTPI
N/A
P/B Ratio
AMZA
2.73
WTPI
N/A

AMZA vs WTPI - Holdings Comparison

AMZA and WTPI have 0 common holdings. Overlap is 0.00%

AMZA's top 25 holdings weight is 115.53%. WTPI's top 25 holdings weight is 4.38%.

RankAMZAWTPI
#1
ENERGY TRANSFER LP (ET) - 16.25%
WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 4.38%
#2
PLAINS ALL AMERICAN PIPELINE LP (PAA) - 15.16%
N/A
#3
SUNOCO LP (SUN) - 14.32%
N/A
#4
ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 12.31%
N/A
#5
MPLX LP PARTNERSHIP UNITS (MPLX) - 11.81%
N/A
#6
WESTERN MIDSTREAM PARTNERS LP (WES) - 11.68%
N/A
#7
HESS MIDSTREAM LP CLASS A (HESM) - 4.89%
N/A
#8
CHENIERE ENERGY INC (LNG) - 3.97%
N/A
#9
WILLIAMS COMPANIES INC (WMB) - 3.76%
N/A
#10
KINDER MORGAN INC CLASS P (KMI) - 3.39%
N/A
#11
TARGA RESOURCES CORP (TRGP) - 3.03%
N/A
#12
CHENIERE ENERGY PARTNERS LP (CQP) - 2.88%
N/A
#13
GENESIS ENERGY LP (GEL) - 2.02%
N/A
#14
USA COMPRESSION PARTNERS LP (USAC) - 1.91%
N/A
#15
DELEK LOGISTICS PARTNERS LP (DKL) - 1.47%
N/A
#16
ONEOK INC (OKE) - 1.44%
N/A
#17
TC ENERGY CORP (TRP) - 1.32%
N/A
#18
GLOBAL PARTNERS LP (GLP) - 1.12%
N/A
#19
n/a (ET-PRI) - 0.60%
N/A
#20
MARATHON PETROLEUM CORP (MPC) - 0.49%
N/A
#21
PHILLIPS 66 (PSX) - 0.40%
N/A
#22
HF SINCLAIR CORP (DINO) - 0.36%
N/A
#23
GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.35%
N/A
#24
RBC US GOVTT 1 1465 (n/a) - 0.35%
N/A
#25
VALERO ENERGY CORP (VLO) - 0.25%
N/A
Total Holdings781

AMZA vs WTPI - Historical Returns

Returns include dividend reinvestment.

1M
AMZA
-1.35%
Winner
WTPI
+0.27%
3M
Winner
AMZA
+3.14%
WTPI
+1.24%
6M
Winner
AMZA
+20.08%
WTPI
+3.33%
1Y
Winner
AMZA
+19.36%
WTPI
+17.70%
5Y(CAGR)
Winner
AMZA
+19.41%
WTPI
+9.62%
10Y(CAGR)
AMZA
+4.54%
Winner
WTPI
+8.15%
Max(CAGR)
AMZA
-0.91%
Winner
WTPI
+8.32%

AMZA vs WTPI - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearAMZAWTPI
2026+20.17%+2.55%
2025-1.56%+14.68%
2024+29.86%+17.32%
2023+26.38%+16.06%
2022+28.16%-10.28%
2021+51.77%+21.54%
2020-50.77%+1.32%
2019+2.92%+13.06%
2018-28.51%-7.39%
2017-7.46%+9.98%
2016+21.94%+11.18%
2015-47.07%N/A
2014-8.67%N/A

AMZA vs WTPI 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 WTPI was -28.40%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The current AMZA drawdown is -10.12%. The current WTPI drawdown is -1.53%.

RankAMZAWTPI
#1-91.42%
Oct 2, 2014 - Mar 18, 2020
-28.40%
Feb 21, 2020 - Jan 8, 2021
#2N/A-16.56%
Apr 20, 2022 - Dec 14, 2023
#3N/A-15.34%
Oct 2, 2018 - Jan 2, 2020
#4N/A-15.25%
Feb 19, 2025 - Jul 16, 2025
#5N/A-8.19%
Jan 26, 2018 - May 21, 2018
#6N/A-7.56%
Jul 16, 2024 - Oct 8, 2024
#7N/A-7.13%
Feb 10, 2026 - May 13, 2026
#8N/A-5.42%
Dec 29, 2021 - Mar 21, 2022
#9N/A-4.82%
Mar 28, 2024 - May 15, 2024
#10N/A-3.54%
Dec 16, 2024 - Jan 23, 2025
#11N/A-3.26%
Nov 12, 2025 - Nov 26, 2025
#12N/A-3.02%
Feb 17, 2021 - Mar 10, 2021
#13N/A-2.95%
Jun 23, 2016 - Jul 1, 2016
#14N/A-2.92%
Nov 18, 2021 - Dec 8, 2021
#15N/A-2.71%
Sep 24, 2021 - Oct 14, 2021

Correlation

Correlation between AMZA and WTPI is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (2015 - 2026)

AMZA vs WTPI dividend yield comparison.

YearAMZAWTPI
20263.65%3.78%
20258.81%13.18%
20247.29%11.99%
20239.40%8.94%
20227.65%3.27%
202110.24%0.00%
202022.13%1.43%
201919.47%1.47%
201834.46%6.46%
201724.16%3.52%
201618.36%2.27%
201518.21%0.00%

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