NFRA vs. ENFR
Compare and contrast key facts about FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) and Alerian Energy Infrastructure ETF (ENFR).
NFRA and ENFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NFRA is a passively managed fund by FlexShares that tracks the performance of the STOXX Global Broad Infrastructure Index. It was launched on Oct 8, 2013. 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 NFRA 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: NFRA or ENFR.
Correlation
The correlation between NFRA and ENFR is 0.59, 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
NFRA vs. ENFR - Performance Comparison
Key characteristics
NFRA:
1.05
ENFR:
3.12
NFRA:
1.48
ENFR:
3.88
NFRA:
1.19
ENFR:
1.54
NFRA:
1.19
ENFR:
4.62
NFRA:
3.33
ENFR:
18.26
NFRA:
3.26%
ENFR:
2.51%
NFRA:
10.39%
ENFR:
14.73%
NFRA:
-32.49%
ENFR:
-68.28%
NFRA:
-3.25%
ENFR:
-4.02%
Returns By Period
In the year-to-date period, NFRA achieves a 4.83% return, which is significantly lower than ENFR's 5.13% return. Over the past 10 years, NFRA has underperformed ENFR with an annualized return of 4.85%, while ENFR has yielded a comparatively higher 7.11% annualized return.
NFRA
4.83%
2.01%
1.92%
9.71%
3.16%
4.85%
ENFR
5.13%
-4.02%
21.07%
43.18%
17.20%
7.11%
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NFRA vs. ENFR - Expense Ratio Comparison
NFRA has a 0.47% expense ratio, which is higher than ENFR's 0.35% expense ratio.
Risk-Adjusted Performance
NFRA vs. ENFR — Risk-Adjusted Performance Rank
NFRA
ENFR
NFRA vs. ENFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) 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
NFRA vs. ENFR - Dividend Comparison
NFRA's dividend yield for the trailing twelve months is around 3.18%, less than ENFR's 4.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund | 3.18% | 3.33% | 2.57% | 2.28% | 2.71% | 2.22% | 2.27% | 3.06% | 2.81% | 2.98% | 2.47% | 3.01% |
ENFR Alerian Energy Infrastructure ETF | 4.28% | 4.40% | 5.48% | 5.22% | 7.86% | 7.58% | 5.82% | 3.98% | 2.98% | 3.31% | 3.34% | 2.15% |
Drawdowns
NFRA vs. ENFR - Drawdown Comparison
The maximum NFRA drawdown since its inception was -32.49%, smaller than the maximum ENFR drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for NFRA and ENFR. For additional features, visit the drawdowns tool.
Volatility
NFRA vs. ENFR - Volatility Comparison
The current volatility for FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) is 2.75%, while Alerian Energy Infrastructure ETF (ENFR) has a volatility of 6.19%. This indicates that NFRA experiences smaller price fluctuations and is considered to be less risky than ENFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.