ENFR vs FIGB

Comparison between ALERIAN ENERGY INFRASTRUCTURE ETF (ENFR, ETF) and FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF).

5-Year PerformanceENFR has outperformed FIGB, delivering a return of +22.3% compared to -0.0%

ENFR vs FIGB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ENFR(ETF)	FIGB(ETF)
Net Assets	$520M	$520M
Expense Ratio	0.35%	0.36%
Max Drawdown	74.29%	21.47%
Sharpe Ratio	1.48	-0.34
5Y Beta	0.37	0.02
P/E Ratio	20.67	N/A
Forward P/E	16.79	N/A
5Y Dividends CAGR	7.06%	48.74%
5Y EPS CAGR	12.97%	N/A
P/S Ratio	1.02	N/A
P/B Ratio	3.50	N/A

Net Assets

ENFR

$520M

Winner

FIGB

$520M

Expense Ratio

Winner

ENFR

0.35%

FIGB

0.36%

Max Drawdown

ENFR

74.29%

Winner

FIGB

21.47%

Sharpe Ratio

Winner

ENFR

1.48

FIGB

-0.34

5Y Beta

ENFR

0.37

Winner

FIGB

0.02

P/E Ratio

ENFR

20.67

FIGB

N/A

Forward P/E

ENFR

16.79

FIGB

N/A

5Y Dividends CAGR

ENFR

7.06%

Winner

FIGB

48.74%

5Y EPS CAGR

ENFR

12.97%

FIGB

N/A

P/S Ratio

ENFR

1.02

FIGB

N/A

P/B Ratio

ENFR

3.50

FIGB

N/A

ENFR vs FIGB - Historical Returns

Returns include dividend reinvestment.

Period	ENFR	FIGB
1 month	-2.01%	+0.71%
3 months	+0.62%	+0.30%
6 months	+10.83%	-1.23%
1 year	+30.04%	+2.64%
5 years(CAGR)	+22.31%	-0.02%
10 years(CAGR)	+11.59%	N/A
Max(CAGR)	+8.58%	+0.40%

ENFR

-2.01%

Winner

FIGB

+0.71%

Winner

ENFR

+0.62%

FIGB

+0.30%

Winner

ENFR

+10.83%

FIGB

-1.23%

Winner

ENFR

+30.04%

FIGB

+2.64%

5Y(CAGR)

Winner

ENFR

+22.31%

FIGB

-0.02%

10Y(CAGR)

ENFR

+11.59%

FIGB

N/A

Max(CAGR)

Winner

ENFR

+8.58%

FIGB

+0.40%

ENFR vs FIGB - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	ENFR	FIGB
2026	+27.69%	+0.34%
2025	+4.10%	+7.05%
2024	+41.88%	+1.63%
2023	+17.73%	+6.17%
2022	+15.45%	-12.86%
2021	+41.17%	+1.77%
2020	-24.20%	N/A
2019	+19.21%	N/A
2018	-19.61%	N/A
2017	-0.82%	N/A
2016	+41.30%	N/A
2015	-37.68%	N/A
2014	+13.46%	N/A
2013	+3.63%	N/A

ENFR vs FIGB Drawdown Comparison

The maximum drawdown for ENFR was -68.26%, occurring on Mar 18, 2020. Recovery took 1887 trading sessions.

The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.

The current ENFR drawdown is -2.34%. The current FIGB drawdown is -1.56%.

Rank	ENFR	FIGB
#1	-68.26% Sep 5, 2014 - Mar 4, 2022	-18.08% Sep 14, 2021 - Feb 12, 2026
#2	-20.31% Jun 7, 2022 - Oct 16, 2023	-2.93% Feb 27, 2026 - May 19, 2026
#3	-15.57% Jan 21, 2025 - Jan 22, 2026	-1.04% Aug 2, 2021 - Sep 14, 2021
#4	-9.91% Nov 29, 2024 - Jan 16, 2025	-0.98% Mar 4, 2021 - Apr 13, 2021
#5	-9.21% Apr 20, 2022 - Jun 1, 2022	-0.97% May 7, 2021 - Jun 4, 2021
#6	-7.23% May 19, 2026 - Jul 23, 2026	-0.52% Jul 8, 2021 - Jul 19, 2021
#7	-7.09% Mar 27, 2026 - Apr 30, 2026	-0.50% Apr 21, 2021 - May 7, 2021
#8	-5.48% Mar 10, 2022 - Mar 23, 2022	-0.48% Jun 18, 2021 - Jun 30, 2021
#9	-5.45% Jul 22, 2024 - Aug 16, 2024	-0.43% Jun 10, 2021 - Jun 18, 2021
#10	-5.33% Jul 24, 2014 - Aug 19, 2014	-0.42% Jul 19, 2021 - Aug 2, 2021
#11	-5.04% Jul 23, 2026 - Aug 18, 2026	-0.23% Apr 16, 2021 - Apr 20, 2021
#12	-4.94% Dec 1, 2023 - Jan 30, 2024	-0.21% Feb 17, 2026 - Feb 23, 2026
#13	-4.54% Apr 3, 2024 - Apr 25, 2024	-0.18% Jun 30, 2021 - Jul 2, 2021
#14	-4.02% Oct 16, 2023 - Nov 2, 2023	-0.05% Feb 24, 2026 - Feb 26, 2026
#15	-3.91% May 4, 2026 - May 14, 2026	-0.01% Jun 4, 2021 - Jun 8, 2021

Correlation

Correlation between ENFR and FIGB is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2013 - 2026)

ENFR vs FIGB dividend yield comparison.

Year	ENFR	FIGB
2026	2.97%	2.32%
2025	4.77%	4.15%
2024	4.41%	4.28%
2023	5.48%	3.79%
2022	5.23%	2.44%
2021	7.86%	1.10%
2020	7.57%	0.00%
2019	5.81%	0.00%
2018	3.98%	0.00%
2017	2.98%	0.00%
2016	3.31%	0.00%
2015	3.34%	0.00%
2014	2.15%	0.00%
2013	0.26%	0.00%