TUGN vs. ENFR
TUGN (STF Tactical Growth & Income ETF) and ENFR (Alerian Energy Infrastructure ETF) are both exchange-traded funds - TUGN is a Diversified Portfolio fund actively managed by STF, while ENFR is a Energy Equities fund tracking the Alerian Midstream Energy Select Index. TUGN is actively managed, while ENFR is passively managed. Over the past 3 years, TUGN returned 21.70%/yr vs 28.26%/yr for ENFR. At a 0.21 correlation, their price movements are largely independent. TUGN charges 0.65%/yr vs 0.35%/yr for ENFR.
Performance
TUGN vs. ENFR - Performance Comparison
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Returns By Period
In the year-to-date period, TUGN achieves a 18.07% return, which is significantly lower than ENFR's 23.07% return.
TUGN
- 1D
- -0.57%
- 1M
- 2.52%
- YTD
- 18.07%
- 6M
- 17.69%
- 1Y
- 35.45%
- 3Y*
- 21.70%
- 5Y*
- —
- 10Y*
- —
ENFR
- 1D
- 1.01%
- 1M
- -5.94%
- YTD
- 23.07%
- 6M
- 24.76%
- 1Y
- 24.84%
- 3Y*
- 28.26%
- 5Y*
- 19.69%
- 10Y*
- 11.81%
TUGN vs. ENFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
TUGN STF Tactical Growth & Income ETF | 18.07% | 19.11% | 18.44% | 34.84% | -18.78% |
ENFR Alerian Energy Infrastructure ETF | 23.07% | 5.88% | 42.17% | 15.63% | -3.08% |
Correlation
The correlation between TUGN and ENFR is -0.11, 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 | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since May 19, 2022 | 0.21 |
The correlation between TUGN and ENFR shifts across timeframes, from -0.11 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TUGN vs. ENFR — Risk / Return Rank
TUGN
ENFR
TUGN vs. ENFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for STF Tactical Growth & Income ETF (TUGN) 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.
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.
| TUGN | ENFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.29 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.75 | 2.89 | -0.14 |
| Martin ratioReturn relative to average drawdown | 9.36 | 7.40 | +1.96 |
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Drawdowns
TUGN vs. ENFR - Drawdown Comparison
The maximum TUGN drawdown since its inception was -23.45%, smaller than the maximum ENFR drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for TUGN and ENFR.
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Drawdown Indicators
| TUGN | ENFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.45% | -68.28% | +44.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.96% | -8.64% | -4.32% |
Max Drawdown (3Y)Largest decline over 3 years | -21.60% | -15.58% | -6.02% |
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 | -1.37% | -6.12% | +4.75% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -15.94% | +9.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 3.36% | +0.44% |
Volatility
TUGN vs. ENFR - Volatility Comparison
STF Tactical Growth & Income ETF (TUGN) has a higher volatility of 7.74% compared to Alerian Energy Infrastructure ETF (ENFR) at 5.42%. This indicates that TUGN'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.
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Volatility by Period
| TUGN | ENFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.74% | 5.42% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | 11.57% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 14.82% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 19.24% | -1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.30% | 24.68% | -7.38% |
TUGN vs. ENFR - Expense Ratio Comparison
TUGN has a 0.65% expense ratio, which is higher than ENFR's 0.35% expense ratio.
Dividends
TUGN vs. ENFR - Dividend Comparison
TUGN's dividend yield for the trailing twelve months is around 10.61%, more than ENFR's 4.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENFR Alerian Energy Infrastructure ETF | 4.08% | 4.77% | 4.41% | 5.48% | 5.23% | 7.86% | 7.57% | 5.81% | 3.98% | 2.98% | 3.31% | 3.34% |
TUGN STF Tactical Growth & Income ETF | 10.61% | 11.50% | 11.84% | 10.83% | 7.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TUGN and ENFR have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TUGN has higher volatility (7.74%) compared to ENFR (5.42%). In terms of maximum drawdown, TUGN dropped -23.45% vs ENFR's -68.28%.
On 3-year performance, ENFR leads with 28.26% vs 21.70% for TUGN. On fees, ENFR is cheaper at 0.35% per year. On volatility, ENFR has been the lower-risk option at 5.42%. 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 28.26% return vs 21.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ENFR is cheaper with a 0.35% expense ratio, compared with 0.65% for TUGN.
TUGN has the higher dividend yield at 10.61%, compared with 4.08% for ENFR.
TUGN is categorized as Diversified Portfolio, while ENFR is Energy Equities. They also come from different issuers: STF and SS&C. Their fees differ too: 0.65% for TUGN and 0.35% for ENFR.
TUGN currently has the higher Sharpe Ratio (2.13 vs 1.69), 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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