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ZDEK vs. ENFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZDEK vs. ENFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) 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, ZDEK achieves a 2.98% return, which is significantly lower than ENFR's 26.07% return.


ZDEK

1D
0.11%
1M
0.59%
6M
2.77%
YTD
2.98%
1Y
7.68%
3Y*
5Y*
10Y*

ENFR

1D
-0.77%
1M
0.08%
6M
27.71%
YTD
26.07%
1Y
28.68%
3Y*
27.13%
5Y*
20.42%
10Y*
11.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZDEK vs. ENFR - Yearly Performance Comparison


2026 (YTD)20252024
ZDEK
Innovator Equity Defined Protection ETF - 1 Yr December
2.98%7.78%-0.33%
ENFR
Alerian Energy Infrastructure ETF
26.07%5.88%-5.92%

Correlation

The correlation between ZDEK and ENFR is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.10

Correlation (All Time)
Calculated using the full available price history since Dec 2, 2024

0.13

The correlation between ZDEK and ENFR shifts across timeframes, from -0.10 (1 year) to 0.13 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

ZDEK vs. ENFR — Risk / Return Rank

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

ZDEK
ZDEK Risk / Return Rank: 9595
Overall Rank
ZDEK Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ZDEK Sortino Ratio Rank: 9595
Sortino Ratio Rank
ZDEK Omega Ratio Rank: 9595
Omega Ratio Rank
ZDEK Calmar Ratio Rank: 9292
Calmar Ratio Rank
ZDEK Martin Ratio Rank: 9696
Martin Ratio Rank

ENFR
ENFR Risk / Return Rank: 7373
Overall Rank
ENFR Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 7575
Sortino Ratio Rank
ENFR Omega Ratio Rank: 7070
Omega Ratio Rank
ENFR Calmar Ratio Rank: 8181
Calmar Ratio Rank
ENFR Martin Ratio Rank: 5959
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.

ZDEK vs. ENFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) 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.


ZDEKENFRDifference
Sharpe ratioReturn per unit of total volatility

+0.88

Sortino ratioReturn per unit of downside risk

+1.64

Omega ratioGain probability vs. loss probability

1.60

1.33

+0.26

Calmar ratioReturn relative to maximum drawdown

4.96

3.39

+1.56

Martin ratioReturn relative to average drawdown

25.15

8.36

+16.79

ZDEK vs. ENFR - Sharpe Ratio Comparison

The current ZDEK Sharpe Ratio is 2.83, which is higher than the ENFR Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of ZDEK and ENFR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ZDEK vs. ENFR - Drawdown Comparison

The maximum ZDEK drawdown since its inception was -3.40%, smaller than the maximum ENFR drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for ZDEK and ENFR.


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Drawdown Indicators


ZDEKENFRDifference

Max Drawdown

Largest peak-to-trough decline

-3.40%

-68.28%

+64.88%

Max Drawdown (1Y)

Largest decline over 1 year

-1.51%

-8.64%

+7.13%

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

0.00%

-3.84%

+3.84%

Average Drawdown

Average peak-to-trough decline

-0.43%

-15.89%

+15.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.30%

3.50%

-3.20%

Volatility

ZDEK vs. ENFR - Volatility Comparison

The current volatility for Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) is 0.69%, while Alerian Energy Infrastructure ETF (ENFR) has a volatility of 5.61%. This indicates that ZDEK 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.


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Volatility by Period


ZDEKENFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.69%

5.61%

-4.92%

Volatility (6M)

Calculated over the trailing 6-month period

1.74%

11.96%

-10.22%

Volatility (1Y)

Calculated over the trailing 1-year period

2.64%

15.06%

-12.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.26%

19.27%

-16.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.26%

24.65%

-21.39%

ZDEK vs. ENFR - Expense Ratio Comparison

ZDEK has a 0.79% expense ratio, which is higher than ENFR's 0.35% expense ratio.


Dividends

ZDEK vs. ENFR - Dividend Comparison

ZDEK has not paid dividends to shareholders, while ENFR's dividend yield for the trailing twelve months is around 3.98%.


PositionTTM20252024202320222021202020192018201720162015
ENFR
Alerian Energy Infrastructure ETF
3.98%4.77%4.41%5.48%5.23%7.86%7.57%5.81%3.98%2.98%3.31%3.34%
ZDEK
Innovator Equity Defined Protection ETF - 1 Yr December
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ZDEK and ENFR have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ENFR has higher volatility (5.61%) compared to ZDEK (0.69%). In terms of maximum drawdown, ZDEK dropped -3.40% vs ENFR's -68.28%.

On 1-year performance, ENFR leads with 28.68% vs 7.68% for ZDEK. On fees, ENFR is cheaper at 0.35% per year. On volatility, ZDEK has been the lower-risk option at 0.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, ENFR has performed better with a 28.68% return vs 7.68%. 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 0.79% for ZDEK.

ENFR has the higher dividend yield at 3.98%, compared with 0.00% for ZDEK.

ZDEK is categorized as Defined Outcome, while ENFR is Energy Equities. They also come from different issuers: Innovator and SS&C. Their fees differ too: 0.79% for ZDEK and 0.35% for ENFR.

ZDEK currently has the higher Sharpe Ratio (2.83 vs 1.95), 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.

Portfolio Optimizer

Find the right allocation for ZDEK and ENFR

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