Correlation
The correlation between USNZ and ENFR is 0.54, 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.
USNZ vs. ENFR
Compare and contrast key facts about Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) and Alerian Energy Infrastructure ETF (ENFR).
USNZ and ENFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USNZ is a passively managed fund by Xtrackers that tracks the performance of the Solactive ISS ESG United States Net Zero Pathway Enhanced Index - Benchmark TR Net. It was launched on Jun 27, 2022. 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 USNZ 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: USNZ or ENFR.
Performance
USNZ vs. ENFR - Performance Comparison
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Key characteristics
USNZ:
0.56
ENFR:
1.48
USNZ:
0.85
ENFR:
1.83
USNZ:
1.12
ENFR:
1.27
USNZ:
0.51
ENFR:
1.81
USNZ:
1.94
ENFR:
6.25
USNZ:
5.00%
ENFR:
4.52%
USNZ:
20.03%
ENFR:
19.79%
USNZ:
-19.16%
ENFR:
-68.28%
USNZ:
-3.97%
ENFR:
-6.08%
Returns By Period
In the year-to-date period, USNZ achieves a 0.23% return, which is significantly lower than ENFR's 2.87% return.
USNZ
0.23%
5.18%
-2.54%
10.42%
N/A
N/A
N/A
ENFR
2.87%
2.91%
-3.22%
27.07%
16.40%
24.14%
6.90%
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USNZ vs. ENFR - Expense Ratio Comparison
USNZ has a 0.10% expense ratio, which is lower than ENFR's 0.35% expense ratio.
Risk-Adjusted Performance
USNZ vs. ENFR — Risk-Adjusted Performance Rank
USNZ
ENFR
USNZ vs. ENFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) 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.
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Dividends
USNZ vs. ENFR - Dividend Comparison
USNZ's dividend yield for the trailing twelve months is around 1.16%, less than ENFR's 4.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 1.16% | 1.14% | 1.19% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ENFR Alerian Energy Infrastructure ETF | 4.54% | 4.41% | 5.48% | 5.23% | 7.86% | 7.57% | 5.81% | 3.98% | 2.98% | 3.31% | 3.34% | 2.15% |
Drawdowns
USNZ vs. ENFR - Drawdown Comparison
The maximum USNZ drawdown since its inception was -19.16%, smaller than the maximum ENFR drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for USNZ and ENFR.
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Volatility
USNZ vs. ENFR - Volatility Comparison
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) has a higher volatility of 4.70% compared to Alerian Energy Infrastructure ETF (ENFR) at 3.71%. This indicates that USNZ'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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