DMAX vs TPZ
Comparison between ISHARES LARGE CAP MAX BUFFER DEC ETF (DMAX, ETF) and TORTOISE ELECTRIFICATION INFRASTRUCTURE ETF (TPZ, ETF).
DMAX vs TPZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DMAX
$137M
Winner
TPZ
$137M
Expense Ratio
Winner
DMAX
0.50%
TPZ
0.85%
Max Drawdown
Winner
DMAX
3.37%
TPZ
85.78%
Sharpe Ratio
Winner
DMAX
1.80
TPZ
0.70
5Y Beta
Winner
DMAX
0.17
TPZ
0.52
P/E Ratio
DMAX
N/A
TPZ
27.02
Forward P/E
DMAX
N/A
TPZ
19.21
PEG Ratio
DMAX
N/A
TPZ
1.07
5Y Dividends CAGR
DMAX
N/A
TPZ
3.28%
5Y EPS CAGR
DMAX
N/A
TPZ
12.76%
P/S Ratio
DMAX
N/A
TPZ
2.37
P/B Ratio
DMAX
N/A
TPZ
3.52
DMAX vs TPZ - Holdings Comparison
DMAX and TPZ have 0 common holdings. Overlap is 0.00%
DMAX's top 25 holdings weight is 105.06%. TPZ's top 25 holdings weight is 93.56%.
| Rank | DMAX | TPZ |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 105.06% | ENERGY TRANSFER LP (ET) - 7.48% |
| #2 | N/A | TARGA RESOURCES CORP (TRGP) - 5.93% |
| #3 | N/A | WILLIAMS COMPANIES INC (WMB) - 5.81% |
| #4 | N/A | ENTERGY CORP (ETR) - 5.78% |
| #5 | N/A | TC ENERGY CORP (n/a) - 5.33% |
| #6 | N/A | CHENIERE ENERGY INC (LNG) - 5.03% |
| #7 | N/A | CLEARWAY ENERGY INC CLASS C (CWEN) - 4.87% |
| #8 | N/A | CONSTELLATION ENERGY CORP (CEG) - 4.66% |
| #9 | N/A | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.37% |
| #10 | N/A | NRG ENERGY INC (NRG) - 3.88% |
| #11 | N/A | ONEOK INC (OKE) - 3.82% |
| #12 | N/A | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 3.80% |
| #13 | N/A | CENTERPOINT ENERGY INC (CNP) - 3.49% |
| #14 | N/A | VISTRA CORP (VST) - 3.41% |
| #15 | N/A | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 3.36% |
| #16 | N/A | NEXTERA ENERGY INC (NEE) - 3.15% |
| #17 | N/A | SEMPRA (SRE) - 3.03% |
| #18 | N/A | WEC ENERGY GROUP INC (WEC) - 2.85% |
| #19 | N/A | NISOURCE INC (NI) - 2.81% |
| #20 | N/A | AMERICAN ELECTRIC POWER CO INC (AEP) - 2.37% |
| #21 | N/A | ENBRIDGE INC (ENB) - 2.30% |
| #22 | N/A | DTE ENERGY CO (DTE) - 2.28% |
| #23 | N/A | WESTERN MIDSTREAM PARTNERS LP (WES) - 1.49% |
| #24 | N/A | HESS MIDSTREAM LP CLASS A (HESM) - 1.15% |
| #25 | N/A | ROCKPOINT GAS STORAGE INC ORDINARY SHARES CLASS A (n/a) - 1.11% |
| Total Holdings | 1 | 35 |
DMAX vs TPZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DMAX
+0.52%
TPZ
-4.10%
3M
Winner
DMAX
+1.81%
TPZ
-2.35%
6M
DMAX
+2.65%
Winner
TPZ
+5.66%
1Y
DMAX
+8.27%
Winner
TPZ
+12.82%
5Y(CAGR)
DMAX
N/A
TPZ
+17.53%
10Y(CAGR)
DMAX
N/A
TPZ
+9.00%
Max(CAGR)
DMAX
+7.00%
Winner
TPZ
+8.09%
DMAX vs TPZ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | DMAX | TPZ |
|---|---|---|
| 2026 | +2.08% | +6.32% |
| 2025 | +7.81% | +3.94% |
| 2024 | N/A | +53.58% |
| 2023 | N/A | +21.59% |
| 2022 | N/A | -0.80% |
| 2021 | N/A | +28.88% |
| 2020 | N/A | -27.97% |
| 2019 | N/A | +13.42% |
| 2018 | N/A | -16.88% |
| 2017 | N/A | -0.56% |
| 2016 | N/A | +43.21% |
| 2015 | N/A | -30.40% |
| 2014 | N/A | +12.66% |
| 2013 | N/A | +6.62% |
| 2012 | N/A | +7.31% |
| 2011 | N/A | +7.50% |
| 2010 | N/A | +28.56% |
| 2009 | N/A | +4.00% |
DMAX vs TPZ Drawdown Comparison
The maximum drawdown for DMAX was -3.37%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for TPZ was -78.15%, occurring on Mar 18, 2020. Recovery took 2179 trading sessions.
The current DMAX drawdown is -0.29%. The current TPZ drawdown is -4.57%.
| Rank | DMAX | TPZ |
|---|---|---|
| #1 | -3.37% Feb 19, 2025 - May 16, 2025 | -78.15% May 1, 2015 - Dec 27, 2023 |
| #2 | -1.41% Feb 25, 2026 - Apr 13, 2026 | -20.50% Apr 25, 2011 - Dec 27, 2011 |
| #3 | -0.64% Nov 11, 2025 - Nov 25, 2025 | -17.78% Jan 21, 2025 - Nov 28, 2025 |
| #4 | -0.56% Jan 6, 2025 - Jan 17, 2025 | -12.78% Aug 29, 2014 - Apr 10, 2015 |
| #5 | -0.55% May 16, 2025 - Jun 3, 2025 | -11.41% May 20, 2013 - Apr 23, 2014 |
| #6 | -0.49% Jul 25, 2025 - Aug 8, 2025 | -9.81% Mar 9, 2012 - Jul 18, 2012 |
| #7 | -0.47% Jan 22, 2025 - Feb 18, 2025 | -9.58% Apr 23, 2010 - Jul 30, 2010 |
| #8 | -0.46% Feb 2, 2026 - Feb 9, 2026 | -8.93% Jul 19, 2012 - Dec 24, 2012 |
| #9 | -0.42% Oct 8, 2025 - Oct 20, 2025 | -8.06% Aug 6, 2009 - Dec 10, 2009 |
| #10 | -0.41% Jan 6, 2026 - Jan 27, 2026 | -6.56% Nov 22, 2024 - Jan 14, 2025 |
| #11 | -0.30% Feb 9, 2026 - Feb 20, 2026 | -6.29% Nov 28, 2025 - Feb 10, 2026 |
| #12 | -0.29% Jun 2, 2026 - Jun 5, 2026 | -6.17% Apr 30, 2026 - Jun 1, 2026 |
| #13 | -0.28% Nov 3, 2025 - Nov 10, 2025 | -6.02% Apr 4, 2024 - May 15, 2024 |
| #14 | -0.24% Aug 28, 2025 - Sep 5, 2025 | -5.36% Mar 2, 2026 - Apr 30, 2026 |
| #15 | -0.24% Jun 12, 2025 - Jun 23, 2025 | -5.05% Nov 11, 2010 - Dec 9, 2010 |
Correlation
Correlation between DMAX and TPZ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2009 - 2026)
DMAX vs TPZ dividend yield comparison.
| Year | DMAX | TPZ |
|---|---|---|
| 2026 | 0.00% | 0.93% |
| 2025 | 1.18% | 3.99% |
| 2024 | 0.00% | 5.88% |
| 2023 | 0.00% | 8.99% |
| 2022 | 0.00% | 9.52% |
| 2021 | 0.00% | 4.77% |
| 2020 | 0.00% | 8.80% |
| 2019 | 0.00% | 8.84% |
| 2018 | 0.00% | 9.41% |
| 2017 | 0.00% | 7.28% |
| 2016 | 0.00% | 6.88% |
| 2015 | 0.00% | 9.68% |
| 2014 | 0.00% | 10.68% |
| 2013 | 0.00% | 5.84% |
| 2012 | 0.00% | 5.96% |
| 2011 | 0.00% | 6.00% |
| 2010 | 0.00% | 6.12% |
| 2009 | 0.00% | 2.47% |
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