JCTR vs. ENFR
Compare and contrast key facts about JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and Alerian Energy Infrastructure ETF (ENFR).
JCTR and ENFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JCTR is a passively managed fund by JPMorgan Chase that tracks the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. It was launched on Dec 9, 2020. 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. Both JCTR and ENFR 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: JCTR or ENFR.
Correlation
The correlation between JCTR and ENFR is 0.51, 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
JCTR vs. ENFR - Performance Comparison
Key characteristics
JCTR:
0.54
ENFR:
1.40
JCTR:
0.89
ENFR:
1.82
JCTR:
1.13
ENFR:
1.27
JCTR:
0.56
ENFR:
1.82
JCTR:
2.13
ENFR:
6.56
JCTR:
5.12%
ENFR:
4.31%
JCTR:
20.03%
ENFR:
19.79%
JCTR:
-24.76%
ENFR:
-68.28%
JCTR:
-7.98%
ENFR:
-7.46%
Returns By Period
In the year-to-date period, JCTR achieves a -3.54% return, which is significantly lower than ENFR's 1.36% return.
JCTR
-3.54%
14.43%
-4.54%
10.81%
N/A
N/A
ENFR
1.36%
9.62%
2.59%
27.43%
25.57%
6.50%
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JCTR vs. ENFR - Expense Ratio Comparison
JCTR has a 0.15% expense ratio, which is lower than ENFR's 0.35% expense ratio.
Risk-Adjusted Performance
JCTR vs. ENFR — Risk-Adjusted Performance Rank
JCTR
ENFR
JCTR vs. ENFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and Alerian Energy Infrastructure ETF (ENFR). 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
JCTR vs. ENFR - Dividend Comparison
JCTR's dividend yield for the trailing twelve months is around 1.10%, less than ENFR's 4.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCTR JPMorgan Carbon Transition U.S. Equity ETF | 1.10% | 1.04% | 1.88% | 1.53% | 1.13% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ENFR Alerian Energy Infrastructure ETF | 4.43% | 4.41% | 5.48% | 5.23% | 7.86% | 7.57% | 5.81% | 3.98% | 2.98% | 3.31% | 3.34% | 2.15% |
Drawdowns
JCTR vs. ENFR - Drawdown Comparison
The maximum JCTR drawdown since its inception was -24.76%, smaller than the maximum ENFR drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for JCTR and ENFR. For additional features, visit the drawdowns tool.
Volatility
JCTR vs. ENFR - Volatility Comparison
JPMorgan Carbon Transition U.S. Equity ETF (JCTR) has a higher volatility of 11.40% compared to Alerian Energy Infrastructure ETF (ENFR) at 8.16%. This indicates that JCTR's price experiences larger fluctuations and is considered to be riskier than ENFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.