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ENFR vs. ACES
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ENFR vs. ACES - Performance Comparison

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

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ENFR vs. ACES - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
ENFR
Alerian Energy Infrastructure ETF
22.85%5.88%42.17%15.63%17.48%39.97%-24.14%21.60%-16.70%
ACES
ALPS Clean Energy ETF
3.39%25.44%-26.71%-20.04%-28.44%-19.44%140.33%51.70%-9.63%

Returns By Period

In the year-to-date period, ENFR achieves a 22.85% return, which is significantly higher than ACES's 3.39% return.


ENFR

1D
-1.39%
1M
4.03%
YTD
22.85%
6M
20.70%
1Y
22.29%
3Y*
28.68%
5Y*
23.59%
10Y*
13.64%

ACES

1D
4.26%
1M
2.79%
YTD
3.39%
6M
5.24%
1Y
47.29%
3Y*
-9.44%
5Y*
-14.81%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ENFR vs. ACES - Expense Ratio Comparison

ENFR has a 0.35% expense ratio, which is lower than ACES's 0.55% expense ratio.


Return for Risk

ENFR vs. ACES — Risk / Return Rank

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

ENFR
ENFR Risk / Return Rank: 6666
Overall Rank
ENFR Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 6767
Sortino Ratio Rank
ENFR Omega Ratio Rank: 7171
Omega Ratio Rank
ENFR Calmar Ratio Rank: 6363
Calmar Ratio Rank
ENFR Martin Ratio Rank: 5454
Martin Ratio Rank

ACES
ACES Risk / Return Rank: 7474
Overall Rank
ACES Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
ACES Sortino Ratio Rank: 7777
Sortino Ratio Rank
ACES Omega Ratio Rank: 6464
Omega Ratio Rank
ACES Calmar Ratio Rank: 8787
Calmar Ratio Rank
ACES Martin Ratio Rank: 6767
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.

ENFR vs. ACES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and ALPS Clean Energy ETF (ACES). 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.


ENFRACESDifference

Sharpe ratio

Return per unit of total volatility

1.25

1.36

-0.11

Sortino ratio

Return per unit of downside risk

1.63

1.93

-0.30

Omega ratio

Gain probability vs. loss probability

1.25

1.23

+0.02

Calmar ratio

Return relative to maximum drawdown

1.49

2.66

-1.17

Martin ratio

Return relative to average drawdown

4.94

6.60

-1.66

ENFR vs. ACES - Sharpe Ratio Comparison

The current ENFR Sharpe Ratio is 1.25, which is comparable to the ACES Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of ENFR and ACES, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ENFRACESDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

1.36

-0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.24

-0.41

+1.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.14

+0.21

Correlation

The correlation between ENFR and ACES is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ENFR vs. ACES - Dividend Comparison

ENFR's dividend yield for the trailing twelve months is around 4.02%, more than ACES's 0.68% yield.


TTM20252024202320222021202020192018201720162015
ENFR
Alerian Energy Infrastructure ETF
4.02%4.77%4.41%5.48%5.23%7.86%7.57%5.81%3.98%2.98%3.31%3.34%
ACES
ALPS Clean Energy ETF
0.68%0.70%1.10%1.44%1.08%0.71%0.56%1.79%0.34%0.00%0.00%0.00%

Drawdowns

ENFR vs. ACES - Drawdown Comparison

The maximum ENFR drawdown since its inception was -68.28%, smaller than the maximum ACES drawdown of -79.05%. Use the drawdown chart below to compare losses from any high point for ENFR and ACES.


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Drawdown Indicators


ENFRACESDifference

Max Drawdown

Largest peak-to-trough decline

-68.28%

-79.05%

+10.77%

Max Drawdown (1Y)

Largest decline over 1 year

-14.80%

-17.44%

+2.64%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

-74.44%

+54.15%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

Current Drawdown

Current decline from peak

-2.18%

-64.99%

+62.81%

Average Drawdown

Average peak-to-trough decline

-16.16%

-38.35%

+22.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.47%

7.03%

-2.56%

Volatility

ENFR vs. ACES - Volatility Comparison

The current volatility for Alerian Energy Infrastructure ETF (ENFR) is 3.72%, while ALPS Clean Energy ETF (ACES) has a volatility of 10.50%. This indicates that ENFR experiences smaller price fluctuations and is considered to be less risky than ACES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENFRACESDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.72%

10.50%

-6.78%

Volatility (6M)

Calculated over the trailing 6-month period

10.21%

25.76%

-15.55%

Volatility (1Y)

Calculated over the trailing 1-year period

17.91%

35.00%

-17.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.18%

36.22%

-17.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.74%

35.71%

-10.97%