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ENFR vs. RDOG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ENFR vs. RDOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alerian Energy Infrastructure ETF (ENFR) and ALPS REIT Dividend Dogs ETF (RDOG). The values are adjusted to include any dividend payments, if applicable.

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ENFR vs. RDOG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ENFR
Alerian Energy Infrastructure ETF
20.63%5.88%42.17%15.63%17.48%39.97%-24.14%21.60%-18.67%-0.19%
RDOG
ALPS REIT Dividend Dogs ETF
0.59%0.95%4.57%10.38%-25.53%34.42%-10.01%21.54%-5.70%11.84%

Returns By Period

In the year-to-date period, ENFR achieves a 20.63% return, which is significantly higher than RDOG's 0.59% return. Over the past 10 years, ENFR has outperformed RDOG with an annualized return of 13.43%, while RDOG has yielded a comparatively lower 2.90% annualized return.


ENFR

1D
-1.81%
1M
-0.03%
YTD
20.63%
6M
19.00%
1Y
19.00%
3Y*
27.90%
5Y*
23.14%
10Y*
13.43%

RDOG

1D
-0.10%
1M
-7.47%
YTD
0.59%
6M
0.17%
1Y
1.74%
3Y*
6.34%
5Y*
1.15%
10Y*
2.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ENFR vs. RDOG - Expense Ratio Comparison

Both ENFR and RDOG have an expense ratio of 0.35%.


Return for Risk

ENFR vs. RDOG — Risk / Return Rank

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

ENFR
ENFR Risk / Return Rank: 5252
Overall Rank
ENFR Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 5050
Sortino Ratio Rank
ENFR Omega Ratio Rank: 5555
Omega Ratio Rank
ENFR Calmar Ratio Rank: 5050
Calmar Ratio Rank
ENFR Martin Ratio Rank: 4545
Martin Ratio Rank

RDOG
RDOG Risk / Return Rank: 1414
Overall Rank
RDOG Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
RDOG Sortino Ratio Rank: 1313
Sortino Ratio Rank
RDOG Omega Ratio Rank: 1313
Omega Ratio Rank
RDOG Calmar Ratio Rank: 1414
Calmar Ratio Rank
RDOG Martin Ratio Rank: 1515
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. RDOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and ALPS REIT Dividend Dogs ETF (RDOG). 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.


ENFRRDOGDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.10

+0.96

Sortino ratio

Return per unit of downside risk

1.41

0.26

+1.15

Omega ratio

Gain probability vs. loss probability

1.22

1.03

+0.18

Calmar ratio

Return relative to maximum drawdown

1.36

0.12

+1.23

Martin ratio

Return relative to average drawdown

4.49

0.40

+4.09

ENFR vs. RDOG - Sharpe Ratio Comparison

The current ENFR Sharpe Ratio is 1.06, which is higher than the RDOG Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of ENFR and RDOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ENFRRDOGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.10

+0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.21

0.06

+1.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.13

+0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.14

+0.19

Correlation

The correlation between ENFR and RDOG is 0.44, 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.


Dividends

ENFR vs. RDOG - Dividend Comparison

ENFR's dividend yield for the trailing twelve months is around 4.09%, less than RDOG's 6.94% yield.


TTM20252024202320222021202020192018201720162015
ENFR
Alerian Energy Infrastructure ETF
4.09%4.77%4.41%5.48%5.23%7.86%7.57%5.81%3.98%2.98%3.31%3.34%
RDOG
ALPS REIT Dividend Dogs ETF
6.94%6.91%6.11%7.07%5.25%3.11%5.12%3.10%3.13%3.64%3.66%3.43%

Drawdowns

ENFR vs. RDOG - Drawdown Comparison

The maximum ENFR drawdown since its inception was -68.28%, roughly equal to the maximum RDOG drawdown of -67.59%. Use the drawdown chart below to compare losses from any high point for ENFR and RDOG.


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Drawdown Indicators


ENFRRDOGDifference

Max Drawdown

Largest peak-to-trough decline

-68.28%

-67.59%

-0.69%

Max Drawdown (1Y)

Largest decline over 1 year

-14.80%

-13.61%

-1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

-35.52%

+15.23%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

-49.35%

-13.29%

Current Drawdown

Current decline from peak

-3.94%

-13.38%

+9.44%

Average Drawdown

Average peak-to-trough decline

-16.16%

-12.33%

-3.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.48%

4.15%

+0.33%

Volatility

ENFR vs. RDOG - Volatility Comparison

The current volatility for Alerian Energy Infrastructure ETF (ENFR) is 4.18%, while ALPS REIT Dividend Dogs ETF (RDOG) has a volatility of 5.46%. This indicates that ENFR experiences smaller price fluctuations and is considered to be less risky than RDOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENFRRDOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.18%

5.46%

-1.28%

Volatility (6M)

Calculated over the trailing 6-month period

10.39%

10.18%

+0.21%

Volatility (1Y)

Calculated over the trailing 1-year period

18.01%

17.71%

+0.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.19%

19.84%

-0.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.74%

23.02%

+1.72%