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ENFR vs. VTEB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ENFR vs. VTEB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alerian Energy Infrastructure ETF (ENFR) and Vanguard Tax-Exempt Bond ETF (VTEB). 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 26.03% return, which is significantly higher than VTEB's 1.60% return. Over the past 10 years, ENFR has outperformed VTEB with an annualized return of 11.90%, while VTEB has yielded a comparatively lower 2.12% annualized return.


ENFR

1D
1.15%
1M
0.77%
YTD
26.03%
6M
24.35%
1Y
28.57%
3Y*
28.54%
5Y*
20.19%
10Y*
11.90%

VTEB

1D
0.14%
1M
0.75%
YTD
1.60%
6M
2.05%
1Y
7.03%
3Y*
3.54%
5Y*
0.91%
10Y*
2.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENFR vs. VTEB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ENFR
Alerian Energy Infrastructure ETF
26.03%5.88%42.17%15.63%17.48%39.97%-24.14%21.60%-18.67%-0.19%
VTEB
Vanguard Tax-Exempt Bond ETF
1.60%3.72%1.31%6.15%-7.99%1.14%5.19%7.35%1.04%4.87%

Correlation

The correlation between ENFR and VTEB is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.21

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

0.05

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

0.04

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

0.00

Correlation (All Time)
Calculated using the full available price history since Aug 26, 2015

-0.01

The correlation between ENFR and VTEB shifts across timeframes, from -0.21 (1 year) to 0.05 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

ENFR vs. VTEB — Risk / Return Rank

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

ENFR
ENFR Risk / Return Rank: 5959
Overall Rank
ENFR Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 5757
Sortino Ratio Rank
ENFR Omega Ratio Rank: 5656
Omega Ratio Rank
ENFR Calmar Ratio Rank: 6868
Calmar Ratio Rank
ENFR Martin Ratio Rank: 5353
Martin Ratio Rank

VTEB
VTEB Risk / Return Rank: 7373
Overall Rank
VTEB Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
VTEB Sortino Ratio Rank: 8787
Sortino Ratio Rank
VTEB Omega Ratio Rank: 9090
Omega Ratio Rank
VTEB Calmar Ratio Rank: 5454
Calmar Ratio Rank
VTEB Martin Ratio Rank: 5555
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. VTEB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and Vanguard Tax-Exempt Bond ETF (VTEB). 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.


ENFRVTEBDifference
Sharpe ratioReturn per unit of total volatility

-0.64

Sortino ratioReturn per unit of downside risk

-1.18

Omega ratioGain probability vs. loss probability

1.34

1.57

-0.23

Calmar ratioReturn relative to maximum drawdown

3.32

2.60

+0.71

Martin ratioReturn relative to average drawdown

9.04

9.25

-0.22

ENFR vs. VTEB - Sharpe Ratio Comparison

The current ENFR Sharpe Ratio is 1.97, which is comparable to the VTEB Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of ENFR and VTEB, 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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Sharpe Ratios by Period


ENFRVTEBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.97

2.61

-0.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.05

0.23

+0.82

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.40

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.48

-0.13

Drawdowns

ENFR vs. VTEB - Drawdown Comparison

The maximum ENFR drawdown since its inception was -68.28%, which is greater than VTEB's maximum drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for ENFR and VTEB.


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Drawdown Indicators


ENFRVTEBDifference

Max Drawdown

Largest peak-to-trough decline

-68.28%

-17.00%

-51.28%

Max Drawdown (1Y)

Largest decline over 1 year

-8.64%

-2.71%

-5.93%

Max Drawdown (3Y)

Largest decline over 3 years

-15.58%

-5.53%

-10.05%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

-12.64%

-7.65%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

-17.00%

-45.64%

Current Drawdown

Current decline from peak

-3.86%

-0.38%

-3.48%

Average Drawdown

Average peak-to-trough decline

-15.98%

-2.33%

-13.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.17%

0.76%

+2.41%

Volatility

ENFR vs. VTEB - Volatility Comparison

Alerian Energy Infrastructure ETF (ENFR) has a higher volatility of 6.25% compared to Vanguard Tax-Exempt Bond ETF (VTEB) at 0.90%. This indicates that ENFR's price experiences larger fluctuations and is considered to be riskier than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENFRVTEBDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.25%

0.90%

+5.35%

Volatility (6M)

Calculated over the trailing 6-month period

11.42%

2.01%

+9.41%

Volatility (1Y)

Calculated over the trailing 1-year period

14.65%

2.72%

+11.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.30%

3.90%

+15.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.68%

5.26%

+19.42%

ENFR vs. VTEB - Expense Ratio Comparison

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


Dividends

ENFR vs. VTEB - Dividend Comparison

ENFR's dividend yield for the trailing twelve months is around 3.98%, more than VTEB's 3.35% 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%
VTEB
Vanguard Tax-Exempt Bond ETF
3.35%3.29%3.14%2.79%2.09%1.64%1.99%2.30%2.25%1.96%1.66%0.58%

Frequently Asked Questions


ENFR and VTEB have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ENFR has higher volatility (6.25%) compared to VTEB (0.90%). In terms of maximum drawdown, ENFR dropped -68.28% vs VTEB's -17.00%.

On 10-year performance, ENFR leads with 11.90% vs 2.12% for VTEB. On fees, VTEB is cheaper at 0.03% per year. On volatility, VTEB has been the lower-risk option at 0.90%. 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 11.90% return vs 2.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTEB 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 3.35% for VTEB.

ENFR is categorized as Energy Equities, while VTEB is Municipal Bonds. ENFR tracks Alerian Midstream Energy Select Index, while VTEB tracks S&P National AMT-Free Municipal Bond Index. They also come from different issuers: SS&C and Vanguard. Their fees differ too: 0.35% for ENFR and 0.03% for VTEB.

VTEB currently has the higher Sharpe Ratio (2.61 vs 1.97), 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.

Portfolio Optimizer

Find the right allocation for ENFR and VTEB

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