ENFR vs SCHD
Alerian Energy Infrastructure ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | ENFR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $498M | $103.7B | |
| Dividend Yield | 4.54% | 3.31% | |
| Holdings | 27 | 104 | |
| YTD Return | +26.82% | +25.62% | |
| 1Y Return | +29.52% | +32.62% | |
| 3Y Return (annualized) | +26.64% | +15.58% | |
| 5Y Return (annualized) | +21.77% | +9.63% | |
| Volatility (annualized) | 24.2% | 13.6% | |
| Max Drawdown | -74.3% | -33.4% | |
| Fund Family | ALPS Advisors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 31, 2013 | Oct 20, 2011 |
ENFR vs SCHD Performance
Alerian Energy Infrastructure ETF (ENFR) is a ETF from ALPS Advisors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ENFR returned +29.52% while SCHD returned +32.62%. Year to date, ENFR is up 26.82% versus a gain of 25.62% for SCHD.
Over three years, ENFR compounded at +26.64% per year against +15.58% for SCHD; over five years the annualized figures are +21.77% and +9.63% respectively. Across the full 13-year window we track, SCHD has the edge at +11.47% annualized vs +6.15%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ENFR has been the more volatile fund, with annualized monthly volatility of 24.2% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -74.3% for ENFR and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ENFR charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, ENFR currently yields 4.54% against 3.31% for SCHD.
Holdings Overlap
ENFR and SCHD share 1 holdings out of 127 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ENFR | Weight in SCHD | Difference |
|---|---|---|---|
| OKE | 4.96% | 1.50% | 3.46% |
Frequently Asked Questions
Which is cheaper, ENFR or SCHD?
ENFR has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, ENFR or SCHD?
Over the past year ENFR returned +29.52% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), ENFR annualized +6.15% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, ENFR or SCHD?
ENFR has been the more volatile fund at 24.2% annualized versus 13.6% for SCHD. Worst drawdown: ENFR -74.3% vs SCHD -33.4%.
Should I hold both ENFR and SCHD?
ENFR and SCHD have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ENFR and SCHD?
ENFR and SCHD share 1 common holdings with a 1.5% weight overlap. Combined, they hold 127 unique securities.
Which pays a higher dividend, ENFR or SCHD?
ENFR yields 4.54% while SCHD yields 3.31%, so ENFR currently pays the higher dividend yield.
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