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