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VUSG vs. ENFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUSG vs. ENFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington U.S. Growth Active ETF (VUSG) and Alerian Energy Infrastructure ETF (ENFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VUSG achieves a 4.42% return, which is significantly lower than ENFR's 25.22% return.


VUSG

1D
-3.73%
1M
-1.14%
YTD
4.42%
6M
2.85%
1Y
3Y*
5Y*
10Y*

ENFR

1D
-0.64%
1M
2.66%
YTD
25.22%
6M
23.40%
1Y
27.06%
3Y*
28.04%
5Y*
20.03%
10Y*
11.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSG vs. ENFR - Yearly Performance Comparison


Correlation

The correlation between VUSG and ENFR is -0.23, 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 (All Time)
Calculated using the full available price history since Nov 19, 2025

-0.23

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Return for Risk

VUSG vs. ENFR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VUSG

ENFR
ENFR Risk / Return Rank: 5656
Overall Rank
ENFR Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 5555
Sortino Ratio Rank
ENFR Omega Ratio Rank: 5353
Omega Ratio Rank
ENFR Calmar Ratio Rank: 6565
Calmar Ratio Rank
ENFR Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUSG vs. ENFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Growth Active ETF (VUSG) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VUSG vs. ENFR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


VUSGENFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.34

+0.42

Drawdowns

VUSG vs. ENFR - Drawdown Comparison

The maximum VUSG drawdown since its inception was -15.14%, smaller than the maximum ENFR drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for VUSG and ENFR.


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Drawdown Indicators


VUSGENFRDifference

Max Drawdown

Largest peak-to-trough decline

-15.14%

-68.28%

+53.14%

Max Drawdown (1Y)

Largest decline over 1 year

-8.64%

Max Drawdown (3Y)

Largest decline over 3 years

-15.58%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

Current Drawdown

Current decline from peak

-5.07%

-4.48%

-0.59%

Average Drawdown

Average peak-to-trough decline

-3.50%

-15.98%

+12.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.18%

Volatility

VUSG vs. ENFR - Volatility Comparison


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Volatility by Period


VUSGENFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.72%

Volatility (6M)

Calculated over the trailing 6-month period

11.42%

Volatility (1Y)

Calculated over the trailing 1-year period

19.62%

14.60%

+5.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.62%

19.29%

+0.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.62%

24.68%

-5.06%

VUSG vs. ENFR - Expense Ratio Comparison

Both VUSG and ENFR have an expense ratio of 0.35%.


Dividends

VUSG vs. ENFR - Dividend Comparison

VUSG's dividend yield for the trailing twelve months is around 0.02%, less than ENFR's 4.01% yield.


PositionTTM20252024202320222021202020192018201720162015
ENFR
Alerian Energy Infrastructure ETF
4.01%4.77%4.41%5.48%5.23%7.86%7.57%5.81%3.98%2.98%3.31%3.34%
VUSG
Vanguard Wellington U.S. Growth Active ETF
0.02%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VUSG and ENFR have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

VUSG and ENFR have the same expense ratio: 0.35% per year.

ENFR has the higher dividend yield at 4.01%, compared with 0.02% for VUSG.

VUSG is categorized as Large Cap Growth Equities, while ENFR is Energy Equities. They also come from different issuers: Vanguard and SS&C.

Portfolio Optimizer

Find the right allocation for VUSG and ENFR

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