ENFR vs. VUG
Compare and contrast key facts about Alerian Energy Infrastructure ETF (ENFR) and Vanguard Growth ETF (VUG).
ENFR and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ENFR is a passively managed fund by SS&C that tracks the performance of the Alerian Midstream Energy Select Index. It was launched on Nov 1, 2013. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004. Both ENFR and VUG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ENFR or VUG.
Key characteristics
| ENFR | VUG | |
|---|---|---|
| YTD Return | 39.38% | 31.93% |
| 1Y Return | 44.25% | 39.73% |
| 3Y Return (Ann) | 21.61% | 9.20% |
| 5Y Return (Ann) | 16.45% | 19.31% |
| 10Y Return (Ann) | 5.71% | 15.83% |
| Sharpe Ratio | 3.59 | 2.53 |
| Sortino Ratio | 4.90 | 3.26 |
| Omega Ratio | 1.63 | 1.46 |
| Calmar Ratio | 8.48 | 3.28 |
| Martin Ratio | 29.81 | 12.97 |
| Ulcer Index | 1.55% | 3.28% |
| Daily Std Dev | 12.87% | 16.79% |
| Max Drawdown | -68.28% | -50.68% |
| Current Drawdown | -2.37% | -0.04% |
Correlation
The correlation between ENFR and VUG is 0.42, 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.
Performance
ENFR vs. VUG - Performance Comparison
In the year-to-date period, ENFR achieves a 39.38% return, which is significantly higher than VUG's 31.93% return. Over the past 10 years, ENFR has underperformed VUG with an annualized return of 5.71%, while VUG has yielded a comparatively higher 15.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ENFR vs. VUG - Expense Ratio Comparison
ENFR has a 0.35% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
ENFR vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and Vanguard Growth ETF (VUG). 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.
Dividends
ENFR vs. VUG - Dividend Comparison
ENFR's dividend yield for the trailing twelve months is around 3.32%, more than VUG's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENFR Alerian Energy Infrastructure ETF | 3.32% | 5.48% | 5.22% | 7.86% | 7.58% | 5.82% | 3.98% | 2.98% | 3.31% | 3.34% | 2.15% | 0.26% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
ENFR vs. VUG - Drawdown Comparison
The maximum ENFR drawdown since its inception was -68.28%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for ENFR and VUG. For additional features, visit the drawdowns tool.
Volatility
ENFR vs. VUG - Volatility Comparison
The current volatility for Alerian Energy Infrastructure ETF (ENFR) is 4.36%, while Vanguard Growth ETF (VUG) has a volatility of 4.92%. This indicates that ENFR experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.