TPZ vs IVVB
Comparison between TORTOISE ELECTRIFICATION INFRASTRUCTURE ETF (TPZ, ETF) and iShares Large Cap Deep Buffer ETF (IVVB, ETF).
TPZ vs IVVB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TPZ
$129M
Winner
IVVB
$129M
Expense Ratio
TPZ
0.85%
Winner
IVVB
0.51%
Max Drawdown
TPZ
85.78%
Winner
IVVB
13.34%
Sharpe Ratio
TPZ
0.68
Winner
IVVB
1.24
5Y Beta
Winner
TPZ
0.52
IVVB
0.57
P/E Ratio
TPZ
7.65
IVVB
N/A
Forward P/E
TPZ
19.07
IVVB
N/A
PEG Ratio
TPZ
0.98
IVVB
N/A
5Y Dividends CAGR
TPZ
3.28%
IVVB
N/A
5Y EPS CAGR
TPZ
12.41%
IVVB
N/A
P/S Ratio
TPZ
2.32
IVVB
N/A
P/B Ratio
TPZ
3.45
IVVB
N/A
TPZ vs IVVB - Holdings Comparison
TPZ and IVVB have 0 common holdings. Overlap is 0.00%
TPZ's top 25 holdings weight is 93.29%. IVVB's top 25 holdings weight is 101.70%.
| Rank | TPZ | IVVB |
|---|---|---|
| #1 | ENERGY TRANSFER LP (ET) - 7.31% | ISHARES CORE S&P 500 ETF (IVV) - 101.70% |
| #2 | TARGA RESOURCES CORP (TRGP) - 5.79% | N/A |
| #3 | ENTERGY CORP (ETR) - 5.76% | N/A |
| #4 | CLEARWAY ENERGY INC CLASS C (CWEN) - 5.58% | N/A |
| #5 | WILLIAMS COMPANIES INC (WMB) - 5.38% | N/A |
| #6 | TC ENERGY CORP (n/a) - 5.36% | N/A |
| #7 | CHENIERE ENERGY INC (LNG) - 4.95% | N/A |
| #8 | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.48% | N/A |
| #9 | CONSTELLATION ENERGY CORP (CEG) - 4.26% | N/A |
| #10 | VISTRA CORP (VST) - 3.89% | N/A |
| #11 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 3.66% | N/A |
| #12 | ONEOK INC (OKE) - 3.62% | N/A |
| #13 | NRG ENERGY INC (NRG) - 3.54% | N/A |
| #14 | CENTERPOINT ENERGY INC (CNP) - 3.54% | N/A |
| #15 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 3.25% | N/A |
| #16 | SEMPRA (SRE) - 3.03% | N/A |
| #17 | NEXTERA ENERGY INC (NEE) - 2.92% | N/A |
| #18 | WEC ENERGY GROUP INC (WEC) - 2.91% | N/A |
| #19 | NISOURCE INC (NI) - 2.81% | N/A |
| #20 | AMERICAN ELECTRIC POWER CO INC (AEP) - 2.43% | N/A |
| #21 | ENBRIDGE INC (ENB) - 2.36% | N/A |
| #22 | DTE ENERGY CO (DTE) - 2.35% | N/A |
| #23 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.51% | N/A |
| #24 | WESTERN MIDSTREAM PARTNERS LP (WES) - 1.42% | N/A |
| #25 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 1.18% | N/A |
| Total Holdings | 34 | 1 |
TPZ vs IVVB - Historical Returns
Returns include dividend reinvestment.
1M
TPZ
-1.96%
Winner
IVVB
+0.31%
3M
TPZ
-0.49%
Winner
IVVB
+5.18%
6M
Winner
TPZ
+7.67%
IVVB
+4.11%
1Y
TPZ
+11.60%
Winner
IVVB
+13.25%
5Y(CAGR)
TPZ
+16.91%
IVVB
N/A
10Y(CAGR)
TPZ
+9.13%
IVVB
N/A
Max(CAGR)
TPZ
+8.09%
Winner
IVVB
+11.74%
TPZ vs IVVB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | TPZ | IVVB |
|---|---|---|
| 2026 | +6.43% | +3.85% |
| 2025 | +3.94% | +9.71% |
| 2024 | +53.58% | +19.14% |
| 2023 | +21.59% | +2.60% |
| 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 IVVB Drawdown Comparison
The maximum drawdown for TPZ was -78.15%, occurring on Mar 18, 2020. Recovery took 2179 trading sessions.
The maximum drawdown for IVVB was -13.08%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current TPZ drawdown is -4.47%. The current IVVB drawdown is -0.72%.
| Rank | TPZ | IVVB |
|---|---|---|
| #1 | -78.15% May 1, 2015 - Dec 27, 2023 | -13.08% Feb 19, 2025 - Jul 23, 2025 |
| #2 | -20.50% Apr 25, 2011 - Dec 27, 2011 | -7.77% Jul 28, 2023 - Dec 13, 2023 |
| #3 | -17.78% Jan 21, 2025 - Nov 28, 2025 | -5.75% Feb 2, 2026 - Apr 22, 2026 |
| #4 | -12.78% Aug 29, 2014 - Apr 10, 2015 | -5.35% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -11.41% May 20, 2013 - Apr 23, 2014 | -3.51% Mar 28, 2024 - May 15, 2024 |
| #6 | -9.81% Mar 9, 2012 - Jul 18, 2012 | -3.44% Aug 30, 2024 - Sep 17, 2024 |
| #7 | -9.58% Apr 23, 2010 - Jul 30, 2010 | -3.03% Dec 16, 2024 - Feb 13, 2025 |
| #8 | -8.93% Jul 19, 2012 - Dec 24, 2012 | -3.02% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -8.06% Aug 6, 2009 - Dec 10, 2009 | -2.02% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -6.56% Nov 22, 2024 - Jan 14, 2025 | -1.93% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -6.29% Nov 28, 2025 - Feb 10, 2026 | -1.75% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -6.17% Apr 30, 2026 - Jun 1, 2026 | -1.66% Jun 1, 2026 - Jun 10, 2026 |
| #13 | -6.02% Apr 4, 2024 - May 15, 2024 | -1.63% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -5.36% Mar 2, 2026 - Apr 30, 2026 | -1.48% May 21, 2024 - Jun 5, 2024 |
| #15 | -5.05% Nov 11, 2010 - Dec 9, 2010 | -1.37% Jul 28, 2025 - Aug 8, 2025 |
Correlation
Correlation between TPZ and IVVB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2009 - 2026)
TPZ vs IVVB dividend yield comparison.
| Year | TPZ | IVVB |
|---|---|---|
| 2026 | 0.93% | 0.00% |
| 2025 | 3.99% | 1.22% |
| 2024 | 5.88% | 0.87% |
| 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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