ENFR vs SPY

ENFR vs SPY

Which is better, ENFR or SPY?

Mid Cap Value against Large Cap Blend.

SPY has a lower expense ratio. ENFR led over 1Y, 3Y and 5Y, SPY over the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 60.3%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricENFRSPY
Expense Ratio0.35%0.09%Best
AUM$552M$804.7B
Dividend Yield3.84%0.98%
Holdings29505
YTD Return+29.18%Best+11.52%
1Y Return+30.66%Best+17.48%
3Y Return (annualized)+27.81%Best+20.62%
5Y Return (annualized)+22.58%Best+12.73%
Volatility (annualized)24.1%14.6%Best
Max Drawdown-74.3%-34.1%Best
$10,000 over 5 years$27,676Best$18,205
Top 10 Weight60.3%38.0%Best
Fund FamilyALPS AdvisorsState Street Investment Management
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionOct 31, 2013Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Nov 1, 2013 to Sep 10, 2026 (12.9 years).

ENFR vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 12.9 years both funds cover.

ENFR vs SPY Performance

Alerian Energy Infrastructure ETF (ENFR) is an ETF from ALPS Advisors and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ENFR returned +30.66% while SPY returned +17.48%. Year to date, ENFR is up 29.18% versus a gain of 11.52% for SPY.

Over three years, ENFR compounded at +27.81% per year against +20.62% for SPY; over five years the annualized figures are +22.58% and +12.73% respectively. Across the full 13-year window we track, SPY has the edge at +12.66% annualized vs +6.26%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ENFR has been the more volatile fund, with annualized monthly volatility of 24.1% compared with 14.6% for SPY. 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 -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ENFR charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, ENFR currently yields 3.84% against 0.98% for SPY.

Holdings Overlap

ENFR already in SPY21.3%
SPY already in ENFR0.4%

21.3% of ENFR's money is in holdings SPY also owns. 0.4% of SPY's money is in holdings ENFR also owns.

ENFR and SPY share little of their money.

4 positions in common, counted across the 28 positions we hold weights for in ENFR and 504 in SPY, against full books of 29 and 505.

What only one of them owns

Our book lists 490 positions for SPY that do not appear in our book for ENFR (99.1% of the fund), and 18 for ENFR that do not appear in SPY (57.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ENFRWeight in SPYDifference
WMBWilliams Cos. Inc.6.05%0.13%5.92%
TRGPTarga Resources Corp.5.20%0.08%5.12%
OKEOneok Inc.5.14%0.08%5.06%
KMIKinder Morgan Inc./de4.91%0.09%4.82%

21.3% of ENFR is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ENFRSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ENFR or SPY?

ENFR has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, ENFR or SPY?

Over the past year ENFR returned +30.66% vs +17.48% for SPY, so ENFR leads on 1-year performance. Over the longest common window we track (13 years), ENFR annualized +6.26% vs +12.66% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ENFR or SPY?

ENFR has been the more volatile fund at 24.1% annualized versus 14.6% for SPY. Worst drawdown: ENFR -74.3% vs SPY -34.1%.

Should I hold both ENFR and SPY?

ENFR and SPY have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ENFR and SPY?

21.3% of ENFR's money is in holdings SPY also owns. 0.4% of SPY's is in holdings ENFR also owns. They hold 4 positions in common, counted across the 28 positions we hold weights for in ENFR and 504 in SPY.

Which pays a higher dividend, ENFR or SPY?

ENFR yields 3.84% while SPY yields 0.98%, so ENFR currently pays the higher dividend yield.

Is SPY better than ENFR?

SPY has a lower expense ratio. ENFR led over 1Y, 3Y and 5Y, SPY over the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 60.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.