AMTR vs. ENFR
AMTR (ETRACS Alerian Midstream Energy Total Return Index ETN) and ENFR (Alerian Energy Infrastructure ETF) are both exchange-traded funds - AMTR is a MLPs fund tracking the Alerian Midstream Energy Index, while ENFR is a Energy Equities fund tracking the Alerian Midstream Energy Select Index. Both are passively managed. Their correlation of 0.83 suggests significant overlap in exposure. AMTR charges 0.75%/yr vs 0.35%/yr for ENFR.
Performance
AMTR vs. ENFR - Performance Comparison
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Returns By Period
AMTR
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ENFR
- 1D
- 1.98%
- 1M
- 2.06%
- 6M
- 29.84%
- YTD
- 28.57%
- 1Y
- 31.23%
- 3Y*
- 28.06%
- 5Y*
- 21.61%
- 10Y*
- 11.74%
AMTR vs. ENFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AMTR ETRACS Alerian Midstream Energy Total Return Index ETN | 0.00% | 0.00% | 44.68% | 12.75% | 20.41% | 36.99% | 14.40% |
ENFR Alerian Energy Infrastructure ETF | 28.57% | 5.88% | 42.17% | 15.63% | 17.48% | 39.97% | 14.66% |
Correlation
The correlation between AMTR and ENFR is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2020 | 0.83 |
The correlation between AMTR and ENFR shifts across timeframes, from 0.55 (3 years) to 0.83 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AMTR vs. ENFR — Risk / Return Rank
AMTR
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ENFR
AMTR vs. ENFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ETRACS Alerian Midstream Energy Total Return Index ETN (AMTR) and Alerian Energy Infrastructure ETF (ENFR). 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.
| AMTR | ENFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.63 | — |
| Martin ratioReturn relative to average drawdown | — | 8.93 | — |
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Drawdowns
AMTR vs. ENFR - Drawdown Comparison
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Drawdown Indicators
| AMTR | ENFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -68.28% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.64% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.58% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.29% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.64% | — |
Current DrawdownCurrent decline from peak | — | -1.93% | — |
Average DrawdownAverage peak-to-trough decline | — | -15.89% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.51% | — |
Volatility
AMTR vs. ENFR - Volatility Comparison
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Volatility by Period
| AMTR | ENFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.68% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.06% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 15.20% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 19.28% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 24.65% | — |
AMTR vs. ENFR - Expense Ratio Comparison
AMTR has a 0.75% expense ratio, which is higher than ENFR's 0.35% expense ratio.
Dividends
AMTR vs. ENFR - Dividend Comparison
AMTR has not paid dividends to shareholders, while ENFR's dividend yield for the trailing twelve months is around 3.90%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMTR ETRACS Alerian Midstream Energy Total Return Index ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ENFR Alerian Energy Infrastructure ETF | 3.90% | 4.77% | 4.41% | 5.48% | 5.23% | 7.86% | 7.57% | 5.81% | 3.98% | 2.98% | 3.31% | 3.34% |
Frequently Asked Questions
AMTR and ENFR have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ENFR is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ENFR is cheaper with a 0.35% expense ratio, compared with 0.75% for AMTR.
ENFR has the higher dividend yield at 3.90%, compared with 0.00% for AMTR.
AMTR is categorized as MLPs, while ENFR is Energy Equities. AMTR tracks Alerian Midstream Energy Index, while ENFR tracks Alerian Midstream Energy Select Index. They also come from different issuers: UBS and SS&C. Their fees differ too: 0.75% for AMTR and 0.35% for ENFR.
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