DJD vs ENFR
Comparison between INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF) and ALERIAN ENERGY INFRASTRUCTURE ETF (ENFR, ETF).
5-Year PerformanceENFR has outperformed DJD, delivering a return of +22.2% compared to +11.2%
DJD vs ENFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DJD
$464M
Winner
ENFR
$468M
Expense Ratio
Winner
DJD
0.07%
ENFR
0.35%
Max Drawdown
Winner
DJD
35.36%
ENFR
74.29%
Sharpe Ratio
Winner
DJD
1.68
ENFR
1.57
5Y Beta
DJD
0.52
Winner
ENFR
0.41
P/E Ratio
DJD
23.51
Winner
ENFR
23.49
Forward P/E
DJD
19.72
Winner
ENFR
17.26
PEG Ratio
DJD
0.76
ENFR
N/A
5Y Dividends CAGR
DJD
3.44%
Winner
ENFR
11.23%
5Y EPS CAGR
DJD
8.02%
Winner
ENFR
13.27%
Debt to Equity
DJD
-55.03%
ENFR
N/A
P/S Ratio
DJD
2.61
Winner
ENFR
1.13
P/B Ratio
DJD
5.10
Winner
ENFR
3.63
DJD vs ENFR - Holdings Comparison
DJD and ENFR have 1 common holdings. Overlap is 0.00%
DJD's top 25 holdings weight is 98.99%. ENFR's top 25 holdings weight is 98.50%.
| Rank | DJD | ENFR |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 8.87% | ENBRIDGE INC (n/a) - 8.28% |
| #2 | CHEVRON CORP (CVX) - 6.73% | ENERGY TRANSFER LP (ET) - 7.88% |
| #3 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.45% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 6.96% |
| #4 | CISCO SYSTEMS INC (CSCO) - 6.23% | WILLIAMS COMPANIES INC (WMB) - 6.13% |
| #5 | MERCK & CO INC (MRK) - 5.75% | CHENIERE ENERGY INC (LNG) - 5.20% |
| #6 | COCA-COLA CO (KO) - 5.38% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 5.05% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 5.22% | PEMBINA PIPELINE CORP (n/a) - 5.05% |
| #8 | AMGEN INC (AMGN) - 4.86% | TARGA RESOURCES CORP (TRGP) - 5.03% |
| #9 | PROCTER & GAMBLE CO (PG) - 4.71% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 5.02% |
| #10 | THE HOME DEPOT INC (HD) - 4.60% | KINDER MORGAN INC CLASS P (KMI) - 5.01% |
| #11 | JPMORGAN CHASE & CO (JPM) - 4.53% | ONEOK INC (OKE) - 4.96% |
| #12 | JOHNSON & JOHNSON (JNJ) - 4.34% | TC ENERGY CORP (TRP) - 4.87% |
| #13 | NIKE INC CLASS B (NKE) - 3.94% | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.87% |
| #14 | 3M CO (MMM) - 3.67% | KEYERA CORP (n/a) - 4.08% |
| #15 | MCDONALD'S CORP (MCD) - 3.61% | WESTERN MIDSTREAM PARTNERS LP (WES) - 3.74% |
| #16 | THE TRAVELERS COMPANIES INC (TRV) - 3.12% | SOUTH BOW CORP (SOBO) - 3.34% |
| #17 | THE WALT DISNEY CO (DIS) - 2.62% | ANTERO MIDSTREAM CORP (AM) - 3.16% |
| #18 | AMERICAN EXPRESS CO (AXP) - 2.34% | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 2.17% |
| #19 | CATERPILLAR INC (CAT) - 2.10% | HESS MIDSTREAM LP CLASS A (HESM) - 2.14% |
| #20 | VISA INC CLASS A (V) - 1.83% | GIBSON ENERGY INC (n/a) - 1.58% |
| #21 | HONEYWELL INTERNATIONAL INC (HON) - 1.77% | KINETIK HOLDINGS INC (KNTK) - 1.26% |
| #22 | SHERWIN-WILLIAMS CO (SHW) - 1.77% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.96% |
| #23 | MICROSOFT CORP (MSFT) - 1.71% | WATERBRIDGE INFRASTRUCTURE LLC ORDINARY SHARES CLASS A (WBI) - 0.63% |
| #24 | SALESFORCE INC (CRM) - 1.47% | NGL ENERGY PARTNERS LP (NGL) - 0.60% |
| #25 | WALMART INC (WMT) - 1.37% | GENESIS ENERGY LP (GEL) - 0.53% |
| Total Holdings | 29 | 30 |
DJD vs ENFR - Historical Returns
Returns include dividend reinvestment.
1M
DJD
+2.25%
Winner
ENFR
+5.15%
3M
DJD
+6.08%
Winner
ENFR
+10.79%
6M
DJD
+10.13%
Winner
ENFR
+25.61%
1Y
DJD
+22.45%
Winner
ENFR
+33.36%
5Y(CAGR)
DJD
+11.18%
Winner
ENFR
+22.20%
10Y(CAGR)
Winner
DJD
+12.13%
ENFR
+11.87%
Max(CAGR)
Winner
DJD
+12.31%
ENFR
+8.69%
DJD vs ENFR - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DJD | ENFR |
|---|---|---|
| 2026 | +12.84% | +28.35% |
| 2025 | +15.83% | +4.10% |
| 2024 | +12.64% | +41.88% |
| 2023 | +9.13% | +17.73% |
| 2022 | -1.33% | +15.45% |
| 2021 | +23.83% | +41.17% |
| 2020 | +0.06% | -24.20% |
| 2019 | +22.32% | +19.21% |
| 2018 | -0.37% | -19.61% |
| 2017 | +20.68% | -0.82% |
| 2016 | +19.78% | +41.30% |
| 2015 | -0.12% | -37.68% |
| 2014 | N/A | +13.46% |
| 2013 | N/A | +3.63% |
DJD vs ENFR Drawdown Comparison
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for ENFR was -68.26%, occurring on Mar 18, 2020. Recovery took 1887 trading sessions.
The current DJD drawdown is -1.64%. The current ENFR drawdown is -1.29%.
| Rank | DJD | ENFR |
|---|---|---|
| #1 | -34.64% Jan 17, 2020 - Dec 4, 2020 | -68.26% Sep 5, 2014 - Mar 4, 2022 |
| #2 | -19.95% Apr 20, 2022 - Dec 14, 2023 | -20.31% Jun 7, 2022 - Oct 16, 2023 |
| #3 | -14.03% Oct 3, 2018 - Feb 25, 2019 | -15.57% Jan 21, 2025 - Jan 22, 2026 |
| #4 | -12.29% Feb 28, 2025 - Jul 1, 2025 | -9.91% Nov 29, 2024 - Jan 16, 2025 |
| #5 | -11.95% Jan 26, 2018 - Sep 14, 2018 | -9.21% Apr 20, 2022 - Jun 1, 2022 |
| #6 | -9.95% Dec 29, 2015 - Mar 16, 2016 | -7.23% May 19, 2026 - Jun 17, 2026 |
| #7 | -6.72% Jan 12, 2022 - Mar 25, 2022 | -7.09% Mar 27, 2026 - Apr 30, 2026 |
| #8 | -6.72% Nov 29, 2024 - Feb 13, 2025 | -5.48% Mar 10, 2022 - Mar 23, 2022 |
| #9 | -6.68% Jul 29, 2019 - Nov 1, 2019 | -5.45% Jul 22, 2024 - Aug 16, 2024 |
| #10 | -6.17% Apr 23, 2019 - Jun 18, 2019 | -5.33% Jul 24, 2014 - Aug 19, 2014 |
| #11 | -5.68% Nov 3, 2021 - Dec 16, 2021 | -4.94% Dec 1, 2023 - Jan 30, 2024 |
| #12 | -5.65% Feb 11, 2026 - May 22, 2026 | -4.54% Apr 3, 2024 - Apr 25, 2024 |
| #13 | -5.34% Jan 14, 2021 - Feb 17, 2021 | -4.02% Oct 16, 2023 - Nov 2, 2023 |
| #14 | -5.30% May 10, 2021 - Nov 3, 2021 | -3.91% May 4, 2026 - May 14, 2026 |
| #15 | -5.15% Jun 23, 2016 - Jul 1, 2016 | -3.72% Nov 25, 2013 - Dec 23, 2013 |
Correlation
Correlation between DJD and ENFR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2013 - 2026)
DJD vs ENFR dividend yield comparison.
| Year | DJD | ENFR |
|---|---|---|
| 2026 | 1.26% | 1.95% |
| 2025 | 2.62% | 4.77% |
| 2024 | 3.00% | 4.41% |
| 2023 | 3.49% | 5.48% |
| 2022 | 3.16% | 5.23% |
| 2021 | 2.82% | 7.86% |
| 2020 | 3.47% | 7.57% |
| 2019 | 2.80% | 5.81% |
| 2018 | 2.66% | 3.98% |
| 2017 | 2.75% | 2.98% |
| 2016 | 2.46% | 3.31% |
| 2015 | 0.08% | 3.34% |
| 2014 | 0.00% | 2.15% |
| 2013 | 0.00% | 0.26% |
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