AKRE vs. EMLP
AKRE (Akre Focus ETF) and EMLP (First Trust North American Energy Infrastructure Fund) are both exchange-traded funds - AKRE is a Large Cap Growth Equities fund actively managed by Akre Capital, while EMLP is a MLPs fund actively managed by First Trust. Both are actively managed. At a correlation of -0.10, they often move in opposite directions. AKRE charges 0.98%/yr vs 0.96%/yr for EMLP.
Performance
AKRE vs. EMLP - Performance Comparison
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Returns By Period
In the year-to-date period, AKRE achieves a -19.94% return, which is significantly lower than EMLP's 17.26% return.
AKRE
- 1D
- -1.26%
- 1M
- -3.10%
- YTD
- -19.94%
- 6M
- -20.85%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EMLP
- 1D
- 1.09%
- 1M
- -0.12%
- YTD
- 17.26%
- 6M
- 17.14%
- 1Y
- 22.23%
- 3Y*
- 22.22%
- 5Y*
- 16.11%
- 10Y*
- 10.51%
AKRE vs. EMLP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AKRE Akre Focus ETF | -19.94% | -3.06% |
EMLP First Trust North American Energy Infrastructure Fund | 17.26% | 0.32% |
Correlation
The correlation between AKRE and EMLP is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 27, 2025 | -0.10 |
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Return for Risk
AKRE vs. EMLP — Risk / Return Rank
AKRE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EMLP
AKRE vs. EMLP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Akre Focus ETF (AKRE) and First Trust North American Energy Infrastructure Fund (EMLP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AKRE | EMLP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.52 | — |
| Martin ratioReturn relative to average drawdown | — | 13.09 | — |
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Drawdowns
AKRE vs. EMLP - Drawdown Comparison
The maximum AKRE drawdown since its inception was -24.18%, smaller than the maximum EMLP drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for AKRE and EMLP.
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Drawdown Indicators
| AKRE | EMLP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.18% | -43.61% | +19.43% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.94% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.47% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.59% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.61% | — |
Current DrawdownCurrent decline from peak | -22.53% | -1.40% | -21.13% |
Average DrawdownAverage peak-to-trough decline | -13.59% | -5.75% | -7.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.70% | — |
Volatility
AKRE vs. EMLP - Volatility Comparison
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Volatility by Period
| AKRE | EMLP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.63% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.99% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.56% | 10.02% | +10.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.56% | 14.50% | +6.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.56% | 17.68% | +2.88% |
AKRE vs. EMLP - Expense Ratio Comparison
AKRE has a 0.98% expense ratio, which is higher than EMLP's 0.96% expense ratio.
Dividends
AKRE vs. EMLP - Dividend Comparison
AKRE has not paid dividends to shareholders, while EMLP's dividend yield for the trailing twelve months is around 3.46%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKRE Akre Focus ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EMLP First Trust North American Energy Infrastructure Fund | 3.46% | 3.18% | 3.19% | 3.92% | 3.15% | 3.29% | 4.70% | 3.71% | 4.71% | 3.80% | 3.62% | 4.63% |
Frequently Asked Questions
AKRE and EMLP have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EMLP is cheaper at 0.96% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EMLP is cheaper with a 0.96% expense ratio, compared with 0.98% for AKRE.
EMLP has the higher dividend yield at 3.46%, compared with 0.00% for AKRE.
AKRE is categorized as Large Cap Growth Equities, while EMLP is MLPs. They also come from different issuers: Akre Capital and First Trust. Their fees differ too: 0.98% for AKRE and 0.96% for EMLP.
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