ENFR vs. BAC
ENFR (Alerian Energy Infrastructure ETF) is Energy Equities fund tracking the Alerian Midstream Energy Select Index, while BAC (Bank of America Corporation) is a stock. Over the past 10 years, ENFR returned 12.28%/yr vs 18.19%/yr for BAC. At a 0.43 correlation, their price movements are largely independent.
Performance
ENFR vs. BAC - Performance Comparison
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Returns By Period
In the year-to-date period, ENFR achieves a 25.97% return, which is significantly higher than BAC's 3.72% return. Over the past 10 years, ENFR has underperformed BAC with an annualized return of 12.28%, while BAC has yielded a comparatively higher 18.19% annualized return.
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
- 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 vs. BAC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Correlation
The correlation between ENFR and BAC 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 ENFR and BAC 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
ENFR vs. BAC — Risk / Return Rank
ENFR
BAC
ENFR vs. BAC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and Bank of America Corporation (BAC). 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.
| ENFR | BAC | 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 | 1.31 | 1.24 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 1.64 | +1.44 |
| Martin ratioReturn relative to average drawdown | 8.18 | 4.21 | +3.97 |
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Drawdowns
ENFR vs. BAC - Drawdown Comparison
The maximum ENFR drawdown since its inception was -68.28%, smaller than the maximum BAC drawdown of -93.10%. Use the drawdown chart below to compare losses from any high point for ENFR and BAC.
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Drawdown Indicators
| ENFR | BAC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -93.10% | +24.82% |
Max Drawdown (1Y)Largest decline over 1 year | -8.64% | -17.93% | +9.29% |
Max Drawdown (3Y)Largest decline over 3 years | -15.58% | -27.51% | +11.93% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -46.64% | +26.35% |
Max Drawdown (10Y)Largest decline over 10 years | -62.64% | -48.95% | -13.69% |
Current DrawdownCurrent decline from peak | -3.91% | -0.36% | -3.55% |
Average DrawdownAverage peak-to-trough decline | -15.95% | -28.30% | +12.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 6.96% | -3.71% |
Volatility
ENFR vs. BAC - Volatility Comparison
Alerian Energy Infrastructure ETF (ENFR) and Bank of America Corporation (BAC) have volatilities of 5.63% and 5.49%, 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
| ENFR | BAC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 5.49% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 16.57% | -5.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 21.62% | -6.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 26.89% | -7.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 30.68% | -6.01% |
Dividends
ENFR vs. BAC - Dividend Comparison
ENFR's dividend yield for the trailing twelve months is around 3.98%, more than BAC's 2.72% 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
ENFR and BAC 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, ENFR dropped -68.28% vs BAC's -93.10%.
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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