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ENFR vs. IXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ENFR vs. IXC

Last updated Jun 12, 2026

ENFR (Alerian Energy Infrastructure ETF) and IXC (iShares Global Energy ETF) are both Energy Equities funds - ENFR tracks the Alerian Midstream Energy Select Index while IXC tracks the S&P Global 1200 Energy Capped Index. Both are passively managed. Over the past 10 years, ENFR returned 12.09%/yr vs 9.93%/yr for IXC. A 0.77 correlation means they provide meaningful diversification when combined. ENFR charges 0.35%/yr vs 0.40%/yr for IXC.

Performance

ENFR vs. IXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alerian Energy Infrastructure ETF (ENFR) and iShares Global Energy ETF (IXC). 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 25.06% return, which is significantly lower than IXC's 28.81% return. Over the past 10 years, ENFR has outperformed IXC with an annualized return of 12.09%, while IXC has yielded a comparatively lower 9.93% annualized return.

ENFR

1D
-0.75%
1M
0.28%
YTD
25.06%
6M
25.48%
1Y
26.53%
3Y*
28.18%
5Y*
19.26%
10Y*
12.09%

IXC

1D
-1.12%
1M
-1.50%
YTD
28.81%
6M
27.41%
1Y
39.54%
3Y*
17.54%
5Y*
19.08%
10Y*
9.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENFR vs. IXC - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ENFR
Alerian Energy Infrastructure ETF		25.06%5.88%42.17%15.63%17.48%39.97%-24.14%21.60%-18.67%-0.19%
IXC
iShares Global Energy ETF		28.81%13.98%1.95%3.92%48.51%40.88%-31.00%12.67%-14.85%5.54%

Correlation

The correlation between ENFR and IXC is 0.67, 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

0.67

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

0.70

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

0.79

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

0.79

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

0.77

The correlation between ENFR and IXC shifts across timeframes, from 0.67 (1 year) to 0.79 (5 years), reflecting how their relationship changes across market environments.

ENFR vs. IXC - Sectors Allocation Comparison

Sectors
ENFR
IXC

Energy

98.8%
100.0%

Industrials

3.4%

-

Utilities

1.0%

-

Financial Services

0.2%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Healthcare

-

-

Real Estate

-

-

Technology

-

-

Energy

ENFR
98.8%
IXC
100.0%

Industrials

ENFR
3.4%
IXC

-

Utilities

ENFR
1.0%
IXC

-

Financial Services

ENFR
0.2%
IXC

-

Basic Materials

ENFR

-

IXC

-

Communication Services

ENFR

-

IXC

-

Consumer Cyclical

ENFR

-

IXC

-

Consumer Defensive

ENFR

-

IXC

-

Healthcare

ENFR

-

IXC

-

Real Estate

ENFR

-

IXC

-

Technology

ENFR

-

IXC

-

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 Global Energy ETF

Often compared with ENFR:
ENFR vs. AMLPENFR vs. MLPXENFR vs. TPYPENFR vs. EMLPENFR vs. UMIENFR vs. MPLXENFR vs. ATMP
Often compared with IXC:
IXC vs. XLEIXC vs. VDEIXC vs. IYEIXC vs. OIHIXC vs. IUES.LIXC vs. DDMIXC vs. XDW0.DE

Return for Risk

ENFR vs. IXC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ENFR
ENFR Risk / Return Rank: 6565
Overall Rank
ENFR Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 6666
Sortino Ratio Rank
ENFR Omega Ratio Rank: 6262
Omega Ratio Rank
ENFR Calmar Ratio Rank: 7373
Calmar Ratio Rank
ENFR Martin Ratio Rank: 5656
Martin Ratio Rank
IXC
IXC Risk / Return Rank: 7777
Overall Rank
IXC Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 7474
Sortino Ratio Rank
IXC Omega Ratio Rank: 7171
Omega Ratio Rank
IXC Calmar Ratio Rank: 8787
Calmar Ratio Rank
IXC 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. IXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and iShares Global Energy ETF (IXC). 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.

ENFRIXCDifference
Sharpe ratioReturn per unit of total volatility
1.82
2.11

-0.30

Sortino ratioReturn per unit of downside risk
2.52
2.73

-0.21

Omega ratioGain probability vs. loss probability

1.31

1.35

-0.03

Calmar ratioReturn relative to maximum drawdown

3.08

4.11

-1.03

Martin ratioReturn relative to average drawdown

8.21

11.84

-3.62

ENFR vs. IXC - Sharpe Ratio Comparison

The current ENFR Sharpe Ratio is 1.82, which is comparable to the IXC Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of ENFR and IXC, 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. IXC - Drawdown Comparison

The maximum ENFR drawdown since its inception was -68.28%, roughly equal to the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for ENFR and IXC.

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Drawdown Indicators

ENFRIXCDifference

Max Drawdown

Largest peak-to-trough decline

-68.28%

-67.88%

-0.40%

Max Drawdown (1Y)

Largest decline over 1 year

-8.64%

-9.66%

+1.02%

Max Drawdown (3Y)

Largest decline over 3 years

-15.58%

-19.06%

+3.48%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

-24.93%

+4.64%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

-64.16%

+1.52%

Current Drawdown

Current decline from peak

-4.61%

-7.29%

+2.68%

Average Drawdown

Average peak-to-trough decline

-15.96%

-17.47%

+1.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

3.35%

-0.11%

Volatility

ENFR vs. IXC - Volatility Comparison

The current volatility for Alerian Energy Infrastructure ETF (ENFR) is 5.61%, while iShares Global Energy ETF (IXC) has a volatility of 6.43%. This indicates that ENFR experiences smaller price fluctuations and is considered to be less risky than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ENFRIXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

6.43%

-0.82%

Volatility (6M)

Calculated over the trailing 6-month period

11.52%

15.64%

-4.12%

Volatility (1Y)

Calculated over the trailing 1-year period

14.67%

18.83%

-4.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.31%

23.54%

-4.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.66%

26.84%

-2.18%

ENFR vs. IXC - Expense Ratio Comparison

ENFR has a 0.35% expense ratio, which is lower than IXC's 0.40% expense ratio.

Dividends

ENFR vs. IXC - Dividend Comparison

ENFR's dividend yield for the trailing twelve months is around 4.01%, more than IXC's 2.86% yield.

PositionTTM20252024202320222021202020192018201720162015
ENFR
Alerian Energy Infrastructure ETF		4.01%4.77%4.41%5.48%5.23%7.86%7.57%5.81%3.98%2.98%3.31%3.34%
IXC
iShares Global Energy ETF		2.86%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%

Frequently Asked Questions

ENFR and IXC have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXC has higher volatility (6.43%) compared to ENFR (5.61%). In terms of maximum drawdown, ENFR dropped -68.28% vs IXC's -67.88%.

On 10-year performance, ENFR leads with 12.09% vs 9.93% for IXC. On fees, ENFR is cheaper at 0.35% per year. On volatility, ENFR has been the lower-risk option at 5.61%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, ENFR has performed better with a 12.09% return vs 9.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ENFR is cheaper with a 0.35% expense ratio, compared with 0.40% for IXC.

ENFR has the higher dividend yield at 4.01%, compared with 2.86% for IXC.

ENFR tracks Alerian Midstream Energy Select Index, while IXC tracks S&P Global 1200 Energy Capped Index. They also come from different issuers: SS&C and iShares. Their fees differ too: 0.35% for ENFR and 0.40% for IXC.

IXC currently has the higher Sharpe Ratio (2.11 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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