ENFR vs. JCTR

Last updated Jun 4, 2026

ENFR (Alerian Energy Infrastructure ETF) and JCTR (JPMorgan Carbon Transition U.S. Equity ETF) are both exchange-traded funds - ENFR is a Energy Equities fund tracking the Alerian Midstream Energy Select Index, while JCTR is a Large Cap Blend Equities fund tracking the JPMorgan Asset Management Carbon Transition U.S. Equity Index. Both are passively managed. At a 0.45 correlation, their price movements are largely independent. ENFR charges 0.35%/yr vs 0.15%/yr for JCTR.

Performance

ENFR vs. JCTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alerian Energy Infrastructure ETF (ENFR) and JPMorgan Carbon Transition U.S. Equity ETF (JCTR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ENFR

• 1D: 0.10%
• 1M: -1.01%
• YTD: 24.60%
• 6M: 24.41%
• 1Y: 25.40%
• 3Y*: 27.99%
• 5Y*: 19.91%
• 10Y*: 11.96%

JCTR

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ENFR vs. JCTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ENFR Alerian Energy Infrastructure ETF	24.60%	5.88%	42.17%	15.63%	17.48%	39.97%	-7.67%
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.00%	13.55%	24.74%	27.51%	-18.76%	29.86%	2.11%

Correlation

The correlation between ENFR and JCTR is -0.03, 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	-0.03
Correlation (3Y) Calculated over the trailing 3-year period	0.32
Correlation (5Y) Calculated over the trailing 5-year period	0.46
Correlation (All Time) Calculated using the full available price history since Dec 11, 2020	0.45

The correlation between ENFR and JCTR shifts across timeframes, from -0.03 (1 year) to 0.46 (5 years), reflecting how their relationship changes across market environments.

ENFR vs. JCTR - Sectors Allocation Comparison

Sectors	ENFR	JCTR
Energy	98.8%	2.9%
Industrials	3.4%	6.3%
Utilities	1.0%	2.0%
Financial Services	0.2%	14.7%
Basic Materials	-	1.7%
Communication Services	-	9.5%
Consumer Cyclical	-	10.9%
Consumer Defensive	-	2.9%
Healthcare	-	9.5%
Real Estate	-	2.3%
Technology	-	37.2%

Return for Risk

ENFR vs. JCTR — Risk / Return Rank

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

ENFR

ENFR Risk / Return Rank: 50
ENFR Sharpe Ratio Rank: 50
ENFR Sortino Ratio Rank: 48
ENFR Omega Ratio Rank: 47
ENFR Calmar Ratio Rank: 59
ENFR Martin Ratio Rank: 48

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. JCTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and JPMorgan Carbon Transition U.S. Equity ETF (JCTR). 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.

	ENFR	JCTR	Difference
Sharpe ratio: Return per unit of total volatility	1.75	—	—
Sortino ratio: Return per unit of downside risk	2.41	—	—
Omega ratio: Gain probability vs. loss probability	1.30	—	—
Calmar ratio: Return relative to maximum drawdown	2.95	—	—
Martin ratio: Return relative to average drawdown	8.06	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ENFR	JCTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.75	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.04	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.49	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	—	—

Drawdowns

Drawdown Indicators

	ENFR	JCTR	Difference
Max Drawdown Largest peak-to-trough decline	-68.28%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.64%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.58%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-20.29%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-62.64%	—	—
Current Drawdown Current decline from peak	-4.95%	—	—
Average Drawdown Average peak-to-trough decline	-15.98%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.16%	—	—

Volatility

Volatility by Period

	ENFR	JCTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.18%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.47%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.64%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.30%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.69%	—	—

ENFR vs. JCTR - Expense Ratio Comparison

ENFR has a 0.35% expense ratio, which is higher than JCTR's 0.15% expense ratio.

Dividends

ENFR vs. JCTR - Dividend Comparison

ENFR's dividend yield for the trailing twelve months is around 4.03%, more than JCTR's 0.43% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ENFR Alerian Energy Infrastructure ETF	4.03%	4.77%	4.41%	5.48%	5.23%	7.86%	7.57%	5.81%	3.98%	2.98%	3.31%	3.34%
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.43%	0.61%	1.04%	1.88%	1.53%	1.13%	0.13%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ENFR and JCTR in my portfolio?

ENFR and JCTR have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ENFR or JCTR?

On fees, JCTR is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ENFR or JCTR?

JCTR is cheaper with a 0.15% expense ratio, compared with 0.35% for ENFR.

Which ETF pays a higher dividend yield, ENFR or JCTR?

ENFR has the higher dividend yield at 4.03%, compared with 0.43% for JCTR.

What is the main difference between ENFR and JCTR?

ENFR is categorized as Energy Equities, while JCTR is Large Cap Blend Equities. ENFR tracks Alerian Midstream Energy Select Index, while JCTR tracks JPMorgan Asset Management Carbon Transition U.S. Equity Index. They also come from different issuers: SS&C and JPMorgan. Their fees differ too: 0.35% for ENFR and 0.15% for JCTR.