ENFR vs. UPGR
ENFR (Alerian Energy Infrastructure ETF) and UPGR (Xtrackers US Green Infrastructure Select Equity ETF) are both Infrastructure Equities funds - ENFR tracks the Alerian Midstream Energy Select Index while UPGR tracks the Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross. Both are passively managed. Over the past 3 years, ENFR returned 26.81%/yr vs 2.07%/yr for UPGR. Their 0.25 correlation means their historical movements had little consistent relationship. Both charge a 0.35% expense ratio.
Performance
ENFR vs. UPGR - Performance Comparison
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Returns By Period
In the year-to-date period, ENFR achieves a 27.46% return, which is significantly higher than UPGR's 2.89% return.
ENFR
- 1D
- -0.63%
- 1M
- 3.26%
- 6M
- 20.04%
- YTD
- 27.46%
- 1Y
- 28.20%
- 3Y*
- 26.81%
- 5Y*
- 22.10%
- 10Y*
- 11.73%
- ALL TIME*
- 8.53%
UPGR
- 1D
- 2.39%
- 1M
- -7.60%
- 6M
- -6.42%
- YTD
- 2.89%
- 1Y
- 31.84%
- 3Y*
- 2.07%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.48M | $4.07M | $3.20M | |
| $5.80K | $13.09K | $34.38K |
ENFR vs. UPGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ENFR Alerian Energy Infrastructure ETF | 27.46% | 5.88% | 42.17% | 7.46% |
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 2.89% | 35.25% | -14.72% | -15.29% |
Correlation
The correlation between ENFR and UPGR is -0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2023 | 0.25 |
The correlation between ENFR and UPGR shifts across timeframes, from -0.01 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ENFR vs. UPGR — Risk / Return Rank
ENFR
UPGR
ENFR vs. UPGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and Xtrackers US Green Infrastructure Select Equity ETF (UPGR). 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.
| ENFR | UPGR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.89 | ||
| Sortino ratioReturn per unit of downside risk | +1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.17 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.28 | 1.41 | +1.87 |
| Martin ratioReturn relative to average drawdown | 8.01 | 3.72 | +4.29 |
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Drawdowns
ENFR vs. UPGR - Drawdown Comparison
The maximum ENFR drawdown since its inception was -68.28%, which is greater than UPGR's maximum drawdown of -46.60%. Use the drawdown chart below to compare losses from any high point for ENFR and UPGR.
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Drawdown Indicators
| ENFR | UPGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -46.60% | -21.68% |
Max Drawdown (1Y)Largest decline over 1 year | -8.64% | -22.71% | +14.07% |
Max Drawdown (3Y)Largest decline over 3 years | -15.58% | -42.58% | +27.00% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -62.64% | — | — |
Current DrawdownCurrent decline from peak | -3.18% | -17.86% | +14.68% |
Average DrawdownAverage peak-to-trough decline | -15.82% | -20.11% | +4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 8.58% | -5.05% |
Volatility
ENFR vs. UPGR - Volatility Comparison
The current volatility for Alerian Energy Infrastructure ETF (ENFR) is 5.48%, while Xtrackers US Green Infrastructure Select Equity ETF (UPGR) has a volatility of 10.96%. This indicates that ENFR experiences smaller price fluctuations and is considered to be less risky than UPGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ENFR | UPGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 10.96% | -5.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 24.21% | -11.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 32.99% | -17.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 31.09% | -11.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.65% | 31.09% | -6.44% |
ENFR vs. UPGR - Expense Ratio Comparison
Both ENFR and UPGR have an expense ratio of 0.35%.
Dividends
ENFR vs. UPGR - Dividend Comparison
ENFR's dividend yield for the trailing twelve months is around 3.94%, more than UPGR's 0.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENFR Alerian Energy Infrastructure ETF | 3.94% | 4.77% | 4.41% | 5.48% | 5.23% | 7.86% | 7.57% | 5.81% | 3.98% | 2.98% | 3.31% | 3.34% |
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 0.31% | 0.39% | 1.16% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ENFR and UPGR have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UPGR has higher volatility (10.96%) compared to ENFR (5.48%). In terms of maximum drawdown, ENFR dropped -68.28% vs UPGR's -46.60%.
On 3-year performance, ENFR leads with 26.81% vs 2.07% for UPGR. Both ETFs have the same 0.35% expense ratio. On volatility, ENFR has been the lower-risk option at 5.48%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, ENFR has performed better with a 26.81% return vs 2.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ENFR and UPGR have the same expense ratio: 0.35% per year.
ENFR has the higher dividend yield at 3.94%, compared with 0.31% for UPGR.
ENFR tracks Alerian Midstream Energy Select Index, while UPGR tracks Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross. They also come from different issuers: SS&C and Xtrackers.
ENFR currently has the higher Sharpe Ratio (1.86 vs 0.97), 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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