ENFR vs. DIVO
Compare and contrast key facts about Alerian Energy Infrastructure ETF (ENFR) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
ENFR and DIVO 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. DIVO is an actively managed fund by Amplify Investments. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ENFR or DIVO.
Key characteristics
| ENFR | DIVO | |
|---|---|---|
| YTD Return | 39.38% | 19.05% |
| 1Y Return | 44.25% | 24.65% |
| 3Y Return (Ann) | 21.61% | 9.07% |
| 5Y Return (Ann) | 16.45% | 12.08% |
| Sharpe Ratio | 3.59 | 2.93 |
| Sortino Ratio | 4.90 | 4.24 |
| Omega Ratio | 1.63 | 1.55 |
| Calmar Ratio | 8.48 | 4.71 |
| Martin Ratio | 29.81 | 19.00 |
| Ulcer Index | 1.55% | 1.36% |
| Daily Std Dev | 12.87% | 8.79% |
| Max Drawdown | -68.28% | -30.04% |
| Current Drawdown | -2.37% | -0.50% |
Correlation
The correlation between ENFR and DIVO is 0.55, 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.
Performance
ENFR vs. DIVO - Performance Comparison
In the year-to-date period, ENFR achieves a 39.38% return, which is significantly higher than DIVO's 19.05% 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. DIVO - Expense Ratio Comparison
ENFR has a 0.35% expense ratio, which is lower than DIVO's 0.55% expense ratio.
Risk-Adjusted Performance
ENFR vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and Amplify CWP Enhanced Dividend Income ETF (DIVO). 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. DIVO - Dividend Comparison
ENFR's dividend yield for the trailing twelve months is around 3.32%, less than DIVO's 4.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENFR Alerian Energy Infrastructure ETF | 3.32% | 5.48% | 5.22% | 7.86% | 7.58% | 5.82% | 3.98% | 2.98% | 3.31% | 3.34% | 2.15% | 0.26% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.43% | 4.67% | 4.76% | 4.79% | 4.92% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ENFR vs. DIVO - Drawdown Comparison
The maximum ENFR drawdown since its inception was -68.28%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for ENFR and DIVO. For additional features, visit the drawdowns tool.
Volatility
ENFR vs. DIVO - Volatility Comparison
Alerian Energy Infrastructure ETF (ENFR) has a higher volatility of 4.36% compared to Amplify CWP Enhanced Dividend Income ETF (DIVO) at 3.32%. This indicates that ENFR's price experiences larger fluctuations and is considered to be riskier than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.