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ENFR vs. ITOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ENFR vs. ITOT

Last updated Jun 13, 2026

ENFR (Alerian Energy Infrastructure ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both exchange-traded funds - ENFR is a Energy Equities fund tracking the Alerian Midstream Energy Select Index, while ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market Index. Both are passively managed. Over the past 10 years, ENFR returned 12.28%/yr vs 14.99%/yr for ITOT. A 0.51 correlation means they provide meaningful diversification when combined. ENFR charges 0.35%/yr vs 0.03%/yr for ITOT.

Performance

ENFR vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alerian Energy Infrastructure ETF (ENFR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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 ITOT's 9.69% return. Over the past 10 years, ENFR has underperformed ITOT with an annualized return of 12.28%, while ITOT has yielded a comparatively higher 14.99% 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%

ITOT

1D
0.59%
1M
0.46%
YTD
9.69%
6M
9.77%
1Y
24.78%
3Y*
20.61%
5Y*
12.20%
10Y*
14.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENFR vs. ITOT - 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%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		9.69%17.00%23.80%26.12%-19.47%25.68%20.71%30.67%-5.33%21.37%

Correlation

The correlation between ENFR and ITOT is -0.06, 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

-0.06

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

0.30

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

0.45

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

0.50

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

0.51

The correlation between ENFR and ITOT shifts across timeframes, from -0.06 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.

ENFR vs. ITOT - Sectors Allocation Comparison

Sectors
ENFR
ITOT

Energy

98.8%
3.7%

Industrials

3.4%
9.5%

Utilities

1.0%
2.3%

Financial Services

0.2%
12.1%

Basic Materials

-

2.1%

Communication Services

-

10.3%

Consumer Cyclical

-

10.1%

Consumer Defensive

-

4.7%

Healthcare

-

9.0%

Real Estate

-

2.4%

Technology

-

33.8%

Energy

ENFR
98.8%
ITOT
3.7%

Industrials

ENFR
3.4%
ITOT
9.5%

Utilities

ENFR
1.0%
ITOT
2.3%

Financial Services

ENFR
0.2%
ITOT
12.1%

Basic Materials

ENFR

-

ITOT
2.1%

Communication Services

ENFR

-

ITOT
10.3%

Consumer Cyclical

ENFR

-

ITOT
10.1%

Consumer Defensive

ENFR

-

ITOT
4.7%

Healthcare

ENFR

-

ITOT
9.0%

Real Estate

ENFR

-

ITOT
2.4%

Technology

ENFR

-

ITOT
33.8%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Alerian Energy Infrastructure ETF

iShares Core S&P Total U.S. Stock Market ETF

Often compared with ENFR:
ENFR vs. AMLPENFR vs. MLPXENFR vs. TPYPENFR vs. EMLPENFR vs. UMIENFR vs. MPLXENFR vs. ATMP
Often compared with ITOT:
ITOT vs. VTIITOT vs. VOOITOT vs. SCHBITOT vs. SPYITOT vs. FSKAXITOT vs. IVVITOT vs. IXUS

Return for Risk

ENFR vs. ITOT — 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
ITOT
ITOT Risk / Return Rank: 6969
Overall Rank
ITOT Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ITOT Sortino Ratio Rank: 6868
Sortino Ratio Rank
ITOT Omega Ratio Rank: 6969
Omega Ratio Rank
ITOT Calmar Ratio Rank: 6464
Calmar Ratio Rank
ITOT Martin Ratio Rank: 7676
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. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.

ENFRITOTDifference
Sharpe ratioReturn per unit of total volatility
1.82
1.96

-0.14

Sortino ratioReturn per unit of downside risk
2.52
2.66

-0.14

Omega ratioGain probability vs. loss probability

1.31

1.35

-0.04

Calmar ratioReturn relative to maximum drawdown

3.08

2.80

+0.28

Martin ratioReturn relative to average drawdown

8.18

12.50

-4.31

ENFR vs. ITOT - Sharpe Ratio Comparison

The current ENFR Sharpe Ratio is 1.82, which is comparable to the ITOT Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of ENFR and ITOT, 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. ITOT - Drawdown Comparison

The maximum ENFR drawdown since its inception was -68.28%, which is greater than ITOT's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for ENFR and ITOT.

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Drawdown Indicators

ENFRITOTDifference

Max Drawdown

Largest peak-to-trough decline

-68.28%

-55.20%

-13.08%

Max Drawdown (1Y)

Largest decline over 1 year

-8.64%

-8.90%

+0.26%

Max Drawdown (3Y)

Largest decline over 3 years

-15.58%

-19.44%

+3.86%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

-25.36%

+5.07%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

-35.00%

-27.64%

Current Drawdown

Current decline from peak

-3.91%

-2.12%

-1.79%

Average Drawdown

Average peak-to-trough decline

-15.95%

-6.96%

-8.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.25%

1.99%

+1.26%

Volatility

ENFR vs. ITOT - Volatility Comparison

Alerian Energy Infrastructure ETF (ENFR) has a higher volatility of 5.63% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 4.57%. This indicates that ENFR's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ENFRITOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.63%

4.57%

+1.06%

Volatility (6M)

Calculated over the trailing 6-month period

11.48%

9.85%

+1.63%

Volatility (1Y)

Calculated over the trailing 1-year period

14.66%

12.69%

+1.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.30%

17.43%

+1.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.67%

18.29%

+6.38%

ENFR vs. ITOT - Expense Ratio Comparison

ENFR has a 0.35% expense ratio, which is higher than ITOT's 0.03% expense ratio.

Dividends

ENFR vs. ITOT - Dividend Comparison

ENFR's dividend yield for the trailing twelve months is around 3.98%, more than ITOT's 0.99% 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%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		0.99%1.11%1.23%1.47%1.66%1.18%1.41%1.88%2.14%1.69%1.83%2.01%

Frequently Asked Questions

ENFR and ITOT have a correlation of -0.06, 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 ITOT (4.57%). In terms of maximum drawdown, ENFR dropped -68.28% vs ITOT's -55.20%.

On 10-year performance, ITOT leads with 14.99% vs 12.28% for ENFR. On fees, ITOT is cheaper at 0.03% per year. On volatility, ITOT has been the lower-risk option at 4.57%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, ITOT has performed better with a 14.99% return vs 12.28%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ITOT is cheaper with a 0.03% expense ratio, compared with 0.35% for ENFR.

ENFR has the higher dividend yield at 3.98%, compared with 0.99% for ITOT.

ENFR is categorized as Energy Equities, while ITOT is Large Cap Blend Equities. ENFR tracks Alerian Midstream Energy Select Index, while ITOT tracks S&P Total Market Index. They also come from different issuers: SS&C and iShares. Their fees differ too: 0.35% for ENFR and 0.03% for ITOT.

ITOT currently has the higher Sharpe Ratio (1.96 vs 1.82), 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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