BAC vs. ENFR
BAC (Bank of America Corporation) is a stock, while ENFR (Alerian Energy Infrastructure ETF) is Energy Equities fund tracking the Alerian Midstream Energy Select Index. Over the past 10 years, BAC returned 18.19%/yr vs 12.28%/yr for ENFR. At a 0.43 correlation, their price movements are largely independent.
Performance
BAC vs. ENFR - Performance Comparison
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Returns By Period
In the year-to-date period, BAC achieves a 3.72% return, which is significantly lower than ENFR's 25.97% return. Over the past 10 years, BAC has outperformed ENFR with an annualized return of 18.19%, while ENFR has yielded a comparatively lower 12.28% annualized return.
BAC
- 1D
- 2.31%
- 1M
- 13.82%
- YTD
- 3.72%
- 6M
- 3.46%
- 1Y
- 29.23%
- 3Y*
- 27.43%
- 5Y*
- 8.79%
- 10Y*
- 18.19%
ENFR
- 1D
- 0.73%
- 1M
- 0.52%
- YTD
- 25.97%
- 6M
- 26.39%
- 1Y
- 26.50%
- 3Y*
- 28.39%
- 5Y*
- 19.43%
- 10Y*
- 12.28%
BAC vs. ENFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 3.72% | 28.04% | 33.85% | 4.83% | -23.82% | 49.61% | -11.63% | 46.19% | -15.00% | 35.69% |
ENFR Alerian Energy Infrastructure ETF | 25.97% | 5.88% | 42.17% | 15.63% | 17.48% | 39.97% | -24.14% | 21.60% | -18.67% | -0.19% |
Correlation
The correlation between BAC and ENFR is 0.04, 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 (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2013 | 0.43 |
Over the past year, the correlation between BAC and ENFR has dropped to 0.04 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
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Return for Risk
BAC vs. ENFR — Risk / Return Rank
BAC
ENFR
BAC vs. ENFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of America Corporation (BAC) 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.
| BAC | ENFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 3.08 | -1.44 |
| Martin ratioReturn relative to average drawdown | 4.21 | 8.18 | -3.97 |
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Drawdowns
BAC vs. ENFR - Drawdown Comparison
The maximum BAC drawdown since its inception was -93.10%, which is greater than ENFR's maximum drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for BAC and ENFR.
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Drawdown Indicators
| BAC | ENFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.10% | -68.28% | -24.82% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -8.64% | -9.29% |
Max Drawdown (3Y)Largest decline over 3 years | -27.51% | -15.58% | -11.93% |
Max Drawdown (5Y)Largest decline over 5 years | -46.64% | -20.29% | -26.35% |
Max Drawdown (10Y)Largest decline over 10 years | -48.95% | -62.64% | +13.69% |
Current DrawdownCurrent decline from peak | -0.36% | -3.91% | +3.55% |
Average DrawdownAverage peak-to-trough decline | -28.30% | -15.95% | -12.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.96% | 3.25% | +3.71% |
Volatility
BAC vs. ENFR - Volatility Comparison
Bank of America Corporation (BAC) and Alerian Energy Infrastructure ETF (ENFR) have volatilities of 5.49% and 5.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAC | ENFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.63% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 16.57% | 11.48% | +5.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 14.66% | +6.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.89% | 19.30% | +7.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.68% | 24.67% | +6.01% |
Dividends
BAC vs. ENFR - Dividend Comparison
BAC's dividend yield for the trailing twelve months is around 2.72%, less than ENFR's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 2.72% | 1.96% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% |
ENFR Alerian Energy Infrastructure ETF | 3.98% | 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
BAC and ENFR have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ENFR has higher volatility (5.63%) compared to BAC (5.49%). In terms of maximum drawdown, BAC dropped -93.10% vs ENFR's -68.28%.
ENFR currently has the higher Sharpe Ratio (1.82 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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