ENFR vs. AMND
Compare and contrast key facts about Alerian Energy Infrastructure ETF (ENFR) and ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND).
ENFR and AMND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ENFR is a passively managed fund by SS&C that tracks the performance of the Alerian Midstream Energy Select Index. It was launched on Nov 1, 2013. AMND is a passively managed fund by UBS that tracks the performance of the Alerian Midstream Energy Dividend Index. It was launched on Jul 15, 2020. Both ENFR and AMND are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ENFR or AMND.
Key characteristics
| ENFR | AMND | |
|---|---|---|
| YTD Return | 15.41% | 13.30% |
| 1Y Return | 34.19% | 28.81% |
| 3Y Return (Ann) | 17.60% | 15.71% |
| Sharpe Ratio | 2.32 | 2.16 |
| Daily Std Dev | 13.68% | 12.41% |
| Max Drawdown | -68.28% | -18.21% |
| Current Drawdown | 0.00% | -0.01% |
Correlation
The correlation between ENFR and AMND is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ENFR vs. AMND - Performance Comparison
In the year-to-date period, ENFR achieves a 15.41% return, which is significantly higher than AMND's 13.30% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ENFR vs. AMND - Expense Ratio Comparison
ENFR has a 0.35% expense ratio, which is lower than AMND's 0.75% expense ratio.
Risk-Adjusted Performance
ENFR vs. AMND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND). 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.
Dividends
ENFR vs. AMND - Dividend Comparison
ENFR's dividend yield for the trailing twelve months is around 5.12%, less than AMND's 6.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENFR Alerian Energy Infrastructure ETF | 5.12% | 5.48% | 5.23% | 7.86% | 7.57% | 5.81% | 3.98% | 2.98% | 3.31% | 3.34% | 2.15% | 0.26% |
AMND ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 | 6.05% | 6.56% | 6.37% | 7.10% | 2.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ENFR vs. AMND - Drawdown Comparison
The maximum ENFR drawdown since its inception was -68.28%, which is greater than AMND's maximum drawdown of -18.21%. Use the drawdown chart below to compare losses from any high point for ENFR and AMND. For additional features, visit the drawdowns tool.
Volatility
ENFR vs. AMND - Volatility Comparison
Alerian Energy Infrastructure ETF (ENFR) has a higher volatility of 4.06% compared to ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND) at 3.32%. This indicates that ENFR's price experiences larger fluctuations and is considered to be riskier than AMND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.