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ENFR vs. EPD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ENFR vs. EPD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alerian Energy Infrastructure ETF (ENFR) and Enterprise Products Partners L.P. (EPD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ENFR achieves a 25.97% return, which is significantly higher than EPD's 19.79% return. Over the past 10 years, ENFR has outperformed EPD with an annualized return of 12.28%, while EPD has yielded a comparatively lower 10.61% 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%

EPD

1D
-0.08%
1M
-2.72%
YTD
19.79%
6M
19.53%
1Y
24.43%
3Y*
20.73%
5Y*
15.96%
10Y*
10.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENFR vs. EPD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
EPD
Enterprise Products Partners L.P.
19.79%9.45%28.00%17.71%18.32%21.40%-23.61%21.88%-1.32%4.24%

Correlation

The correlation between ENFR and EPD is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.72

Correlation (3Y)
Calculated over the trailing 3-year period

0.71

Correlation (5Y)
Calculated over the trailing 5-year period

0.76

Correlation (10Y)
Calculated over the trailing 10-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Nov 1, 2013

0.74

The correlation between ENFR and EPD has been stable across timeframes, ranging from 0.71 to 0.76 - a consistent structural relationship.

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Return for Risk

ENFR vs. EPD — Risk / Return Rank

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

ENFR
ENFR Risk / Return Rank: 6262
Overall Rank
ENFR Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 6262
Sortino Ratio Rank
ENFR Omega Ratio Rank: 5959
Omega Ratio Rank
ENFR Calmar Ratio Rank: 7070
Calmar Ratio Rank
ENFR Martin Ratio Rank: 5353
Martin Ratio Rank

EPD
EPD Risk / Return Rank: 8383
Overall Rank
EPD Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EPD Sortino Ratio Rank: 8181
Sortino Ratio Rank
EPD Omega Ratio Rank: 7979
Omega Ratio Rank
EPD Calmar Ratio Rank: 8585
Calmar Ratio Rank
EPD Martin Ratio Rank: 8888
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. EPD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and Enterprise Products Partners L.P. (EPD). 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.


ENFREPDDifference
Sharpe ratioReturn per unit of total volatility

+0.27

Sortino ratioReturn per unit of downside risk

+0.27

Omega ratioGain probability vs. loss probability

1.31

1.28

+0.04

Calmar ratioReturn relative to maximum drawdown

3.08

3.24

-0.17

Martin ratioReturn relative to average drawdown

8.18

9.50

-1.32

ENFR vs. EPD - Sharpe Ratio Comparison

The current ENFR Sharpe Ratio is 1.82, which is comparable to the EPD Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of ENFR and EPD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ENFR vs. EPD - Drawdown Comparison

The maximum ENFR drawdown since its inception was -68.28%, which is greater than EPD's maximum drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for ENFR and EPD.


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Drawdown Indicators


ENFREPDDifference

Max Drawdown

Largest peak-to-trough decline

-68.28%

-58.78%

-9.50%

Max Drawdown (1Y)

Largest decline over 1 year

-8.64%

-7.56%

-1.08%

Max Drawdown (3Y)

Largest decline over 3 years

-15.58%

-15.40%

-0.18%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

-18.06%

-2.23%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

-58.04%

-4.60%

Current Drawdown

Current decline from peak

-3.91%

-6.41%

+2.50%

Average Drawdown

Average peak-to-trough decline

-15.95%

-10.22%

-5.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.25%

2.58%

+0.67%

Volatility

ENFR vs. EPD - Volatility Comparison

The current volatility for Alerian Energy Infrastructure ETF (ENFR) is 5.63%, while Enterprise Products Partners L.P. (EPD) has a volatility of 6.00%. This indicates that ENFR experiences smaller price fluctuations and is considered to be less risky than EPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENFREPDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.63%

6.00%

-0.37%

Volatility (6M)

Calculated over the trailing 6-month period

11.48%

13.27%

-1.79%

Volatility (1Y)

Calculated over the trailing 1-year period

14.66%

15.90%

-1.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.30%

17.23%

+2.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.67%

24.14%

+0.53%

Dividends

ENFR vs. EPD - Dividend Comparison

ENFR's dividend yield for the trailing twelve months is around 3.98%, less than EPD's 5.88% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
EPD
Enterprise Products Partners L.P.
5.88%6.74%6.63%7.51%7.79%8.20%9.09%6.23%6.97%6.29%5.88%5.90%

Frequently Asked Questions


ENFR and EPD have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EPD has higher volatility (6.00%) compared to ENFR (5.63%). In terms of maximum drawdown, ENFR dropped -68.28% vs EPD's -58.78%.

ENFR currently has the higher Sharpe Ratio (1.82 vs 1.54), 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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