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BDYN vs. ENFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BDYN vs. ENFR

Last updated Jun 25, 2026

BDYN (iShares Dynamic Equity Active ETF) and ENFR (Alerian Energy Infrastructure ETF) are both exchange-traded funds - BDYN is a Global Equities fund actively managed by iShares, while ENFR is a Energy Equities fund tracking the Alerian Midstream Energy Select Index. BDYN is actively managed, while ENFR is passively managed. At a correlation of -0.11, they often move in opposite directions. BDYN charges 0.40%/yr vs 0.35%/yr for ENFR.

Performance

BDYN vs. ENFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Dynamic Equity Active ETF (BDYN) and Alerian Energy Infrastructure ETF (ENFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BDYN achieves a 5.84% return, which is significantly lower than ENFR's 23.18% return.

BDYN

1D
-0.36%
1M
-0.92%
YTD
5.84%
6M
4.37%
1Y
—
3Y*
—
5Y*
—
10Y*
—

ENFR

1D
-1.40%
1M
-5.86%
YTD
23.18%
6M
23.40%
1Y
25.06%
3Y*
28.30%
5Y*
19.73%
10Y*
11.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BDYN vs. ENFR - Yearly Performance Comparison

2026 (YTD)2025
BDYN
iShares Dynamic Equity Active ETF		5.84%3.61%
ENFR
Alerian Energy Infrastructure ETF		23.18%-0.24%

Correlation

The correlation between BDYN and ENFR is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 15, 2025

-0.11

BDYN vs. ENFR - Sectors Allocation Comparison

Sectors
BDYN
ENFR

Technology

32.6%

-

Industrials

11.8%
3.4%

Financial Services

11.4%
0.1%

Communication Services

10.9%

-

Consumer Cyclical

10.2%

-

Healthcare

9.6%

-

Energy

6.1%
98.5%

Consumer Defensive

4.0%

-

Utilities

2.0%
1.4%

Basic Materials

1.4%

-

Real Estate

0.2%

-

Technology

BDYN
32.6%
ENFR

-

Industrials

BDYN
11.8%
ENFR
3.4%

Financial Services

BDYN
11.4%
ENFR
0.1%

Communication Services

BDYN
10.9%
ENFR

-

Consumer Cyclical

BDYN
10.2%
ENFR

-

Healthcare

BDYN
9.6%
ENFR

-

Energy

BDYN
6.1%
ENFR
98.5%

Consumer Defensive

BDYN
4.0%
ENFR

-

Utilities

BDYN
2.0%
ENFR
1.4%

Basic Materials

BDYN
1.4%
ENFR

-

Real Estate

BDYN
0.2%
ENFR

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Dynamic Equity Active ETF

Alerian Energy Infrastructure ETF

Often compared with BDYN:
BDYN vs. LENSBDYN vs. VTBDYN vs. FYLDBDYN vs. IBITBDYN vs. BLCRBDYN vs. DGROBDYN vs. DRIV
Often compared with ENFR:
ENFR vs. AMLPENFR vs. MLPXENFR vs. TPYPENFR vs. UMIENFR vs. EMLPENFR vs. MPLXENFR vs. ATMP

Return for Risk

BDYN vs. ENFR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BDYN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ENFR
ENFR Risk / Return Rank: 5555
Overall Rank
ENFR Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 5454
Sortino Ratio Rank
ENFR Omega Ratio Rank: 5151
Omega Ratio Rank
ENFR Calmar Ratio Rank: 6565
Calmar Ratio Rank
ENFR Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDYN vs. ENFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dynamic Equity Active ETF (BDYN) 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.

BDYNENFRDifference
Sharpe ratioReturn per unit of total volatility

—

1.69

—

Sortino ratioReturn per unit of downside risk

—

2.35

—

Omega ratioGain probability vs. loss probability

—

1.29

—

Calmar ratioReturn relative to maximum drawdown

—

2.91

—

Martin ratioReturn relative to average drawdown

—

7.39

—

BDYN vs. ENFR - Sharpe Ratio Comparison

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Drawdowns

BDYN vs. ENFR - Drawdown Comparison

The maximum BDYN drawdown since its inception was -10.85%, smaller than the maximum ENFR drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for BDYN and ENFR.

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Drawdown Indicators

BDYNENFRDifference

Max Drawdown

Largest peak-to-trough decline

-10.85%

-68.28%

+57.43%

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 Drawdown

Current decline from peak

-2.95%

-6.04%

+3.09%

Average Drawdown

Average peak-to-trough decline

-1.81%

-15.93%

+14.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.40%

—

Volatility

BDYN vs. ENFR - Volatility Comparison

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Volatility by Period

BDYNENFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

5.68%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

11.71%

—

Volatility (1Y)

Calculated over the trailing 1-year period

14.85%

14.91%

-0.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.85%

19.26%

-4.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.85%

24.68%

-9.83%

BDYN vs. ENFR - Expense Ratio Comparison

BDYN has a 0.40% expense ratio, which is higher than ENFR's 0.35% expense ratio.

Dividends

BDYN vs. ENFR - Dividend Comparison

BDYN's dividend yield for the trailing twelve months is around 2.06%, less than ENFR's 4.07% yield.

PositionTTM20252024202320222021202020192018201720162015
BDYN
iShares Dynamic Equity Active ETF		2.06%2.18%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		4.07%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

BDYN and ENFR have a correlation of -0.11, 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 0.40% for BDYN.

ENFR has the higher dividend yield at 4.07%, compared with 2.06% for BDYN.

BDYN is categorized as Global Equities, while ENFR is Energy Equities. They also come from different issuers: iShares and SS&C. Their fees differ too: 0.40% for BDYN and 0.35% for ENFR.

Portfolio Optimizer

Find the right allocation for BDYN and ENFR

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