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ISCV vs ATMP

Comparison between ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF) and iPath Select MLP ETN (ATMP, ETF).

5-Year PerformanceATMP has outperformed ISCV, delivering a return of +16.0% compared to +6.5%

ISCV vs ATMP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ISCV
$651M
Winner
ATMP
$657M
Expense Ratio
Winner
ISCV
0.06%
ATMP
0.95%
Max Drawdown
Winner
ISCV
64.85%
ATMP
80.86%
Sharpe Ratio
Winner
ISCV
1.39
ATMP
1.02
5Y Beta
ISCV
0.95
Winner
ATMP
0.50
P/E Ratio
ISCV
31.53
ATMP
N/A
Forward P/E
ISCV
12.81
ATMP
N/A
5Y Dividends CAGR
ISCV
12.09%
ATMP
N/A
5Y EPS CAGR
ISCV
6.76%
ATMP
N/A
Debt to Equity
ISCV
31.28%
ATMP
N/A
P/S Ratio
ISCV
1.09
ATMP
N/A
P/B Ratio
ISCV
1.78
ATMP
N/A

ISCV vs ATMP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ISCV
+0.62%
ATMP
-1.89%
3M
Winner
ISCV
+4.93%
ATMP
+1.90%
6M
ISCV
+9.79%
Winner
ATMP
+18.63%
1Y
Winner
ISCV
+28.56%
ATMP
+19.61%
5Y(CAGR)
ISCV
+6.49%
Winner
ATMP
+15.98%
10Y(CAGR)
Winner
ISCV
+8.39%
ATMP
+4.74%
Max(CAGR)
Winner
ISCV
+8.72%
ATMP
+2.54%

ISCV vs ATMP - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearISCVATMP
2026+8.88%+19.49%
2025+10.92%-0.05%
2024+9.68%+31.36%
2023+16.86%+16.74%
2022-11.52%+17.68%
2021+31.66%+34.66%
2020+1.05%-34.53%
2019+18.86%-0.67%
2018-17.59%-16.45%
2017+7.48%-12.63%
2016+29.41%+23.11%
2015-8.38%-39.95%
2014+11.06%+13.27%
2013+31.87%+10.09%
2012+16.54%N/A
2011-3.89%N/A
2010+23.12%N/A
2009+36.70%N/A
2008-30.60%N/A
2007-8.58%N/A
2006+17.67%N/A
2005+6.37%N/A
2004+17.35%N/A

ISCV vs ATMP Drawdown Comparison

The maximum drawdown for ISCV was -63.12%, occurring on Mar 9, 2009. Recovery took 895 trading sessions.

The maximum drawdown for ATMP was -80.86%, occurring on Mar 18, 2020. Recovery took 2867 trading sessions.

The current ISCV drawdown is -1.35%. The current ATMP drawdown is -5.60%.

RankISCVATMP
#1-63.12%
Jun 4, 2007 - Dec 20, 2010
-80.86%
Sep 19, 2014 - Feb 13, 2026
#2-51.55%
Aug 21, 2018 - Jan 7, 2021
-9.42%
May 6, 2014 - Aug 19, 2014
#3-26.79%
Apr 29, 2011 - Mar 13, 2012
-8.61%
May 21, 2013 - Oct 25, 2013
#4-25.34%
Nov 25, 2024 - Nov 26, 2025
-7.30%
May 19, 2026 - Jun 1, 2026
#5-23.40%
Apr 15, 2015 - Aug 8, 2016
-6.55%
Mar 26, 2026 - Apr 30, 2026
#6-22.03%
Nov 5, 2021 - Dec 19, 2023
-6.30%
Feb 11, 2014 - Apr 21, 2014
#7-12.07%
Jun 8, 2021 - Nov 3, 2021
-5.44%
Nov 25, 2013 - Dec 30, 2013
#8-11.53%
Mar 19, 2012 - Sep 6, 2012
-3.32%
Apr 30, 2026 - May 14, 2026
#9-11.32%
Jan 23, 2018 - Jul 9, 2018
-2.94%
Dec 30, 2013 - Feb 7, 2014
#10-10.73%
Jul 1, 2014 - Nov 24, 2014
-2.90%
Apr 1, 2013 - Apr 23, 2013
#11-10.37%
May 9, 2006 - Oct 12, 2006
-2.83%
Aug 29, 2014 - Sep 19, 2014
#12-10.33%
Aug 2, 2005 - Jan 6, 2006
-2.76%
Apr 24, 2013 - May 9, 2013
#13-9.91%
Dec 29, 2004 - Jun 14, 2005
-2.54%
Oct 25, 2013 - Nov 25, 2013
#14-9.26%
Feb 10, 2026 - Apr 17, 2026
-1.82%
Mar 2, 2026 - Mar 19, 2026
#15-8.89%
Sep 14, 2012 - Dec 18, 2012
-1.14%
Apr 22, 2014 - Apr 29, 2014

Correlation

Correlation between ISCV and ATMP is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

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