ENFR vs STPZ

Comparison between ALERIAN ENERGY INFRASTRUCTURE ETF (ENFR, ETF) and PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF).

5-Year PerformanceENFR has outperformed STPZ, delivering a return of +22.3% compared to +2.7%

ENFR vs STPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ENFR(ETF)	STPZ(ETF)
Net Assets	$520M	$520M
Expense Ratio	0.35%	0.20%
Max Drawdown	74.29%	11.29%
Sharpe Ratio	1.48	-0.79
5Y Beta	0.37	-0.01
P/E Ratio	20.67	N/A
Forward P/E	16.79	N/A
5Y Dividends CAGR	7.06%	6.84%
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

STPZ

$520M

Expense Ratio

ENFR

0.35%

Winner

STPZ

0.20%

Max Drawdown

ENFR

74.29%

Winner

STPZ

11.29%

Sharpe Ratio

Winner

ENFR

1.48

STPZ

-0.79

5Y Beta

ENFR

0.37

Winner

STPZ

-0.01

P/E Ratio

ENFR

20.67

STPZ

N/A

Forward P/E

ENFR

16.79

STPZ

N/A

5Y Dividends CAGR

Winner

ENFR

7.06%

STPZ

6.84%

5Y EPS CAGR

ENFR

12.97%

STPZ

N/A

P/S Ratio

ENFR

1.02

STPZ

N/A

P/B Ratio

ENFR

3.50

STPZ

N/A

ENFR vs STPZ - Historical Returns

Returns include dividend reinvestment.

Period	ENFR	STPZ
1 month	-2.01%	+0.55%
3 months	+0.62%	+0.35%
6 months	+10.83%	+1.19%
1 year	+30.04%	+2.40%
5 years(CAGR)	+22.31%	+2.72%
10 years(CAGR)	+11.59%	+2.86%
Max(CAGR)	+8.58%	+2.43%

ENFR

-2.01%

Winner

STPZ

+0.55%

Winner

ENFR

+0.62%

STPZ

+0.35%

Winner

ENFR

+10.83%

STPZ

+1.19%

Winner

ENFR

+30.04%

STPZ

+2.40%

5Y(CAGR)

Winner

ENFR

+22.31%

STPZ

+2.72%

10Y(CAGR)

Winner

ENFR

+11.59%

STPZ

+2.86%

Max(CAGR)

Winner

ENFR

+8.58%

STPZ

+2.43%

ENFR vs STPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ENFR	STPZ
2026	+27.69%	+1.94%
2025	+4.10%	+6.31%
2024	+41.88%	+4.32%
2023	+17.73%	+4.29%
2022	+15.45%	-4.34%
2021	+41.17%	+5.44%
2020	-24.20%	+5.16%
2019	+19.21%	+4.77%
2018	-19.61%	+0.03%
2017	-0.82%	+0.53%
2016	+41.30%	+2.87%
2015	-37.68%	-0.45%
2014	+13.46%	-1.43%
2013	+3.63%	-2.04%
2012	N/A	+2.35%
2011	N/A	+4.67%
2010	N/A	+3.43%
2009	N/A	+3.53%

ENFR vs STPZ Drawdown Comparison

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

The maximum drawdown for STPZ was -6.77%, occurring on Mar 18, 2020. Recovery took 66 trading sessions.

The current ENFR drawdown is -2.34%. The current STPZ drawdown is -0.05%.

Rank	ENFR	STPZ
#1	-68.26% Sep 5, 2014 - Mar 4, 2022	-6.77% Mar 4, 2020 - Jun 8, 2020
#2	-20.31% Jun 7, 2022 - Oct 16, 2023	-6.69% Mar 11, 2022 - Jun 4, 2024
#3	-15.57% Jan 21, 2025 - Jan 22, 2026	-4.65% Sep 14, 2012 - Feb 19, 2019
#4	-9.91% Nov 29, 2024 - Jan 16, 2025	-2.55% Nov 17, 2021 - Mar 1, 2022
#5	-9.21% Apr 20, 2022 - Jun 1, 2022	-2.00% Aug 10, 2011 - Nov 7, 2011
#6	-7.23% May 19, 2026 - Jul 23, 2026	-1.89% Oct 14, 2010 - Jan 13, 2011
#7	-7.09% Mar 27, 2026 - Apr 30, 2026	-1.35% Apr 30, 2025 - Jul 11, 2025
#8	-5.48% Mar 10, 2022 - Mar 23, 2022	-1.19% May 6, 2010 - Jul 30, 2010
#9	-5.45% Jul 22, 2024 - Aug 16, 2024	-1.15% Nov 7, 2011 - Jan 26, 2012
#10	-5.33% Jul 24, 2014 - Aug 19, 2014	-1.12% Sep 24, 2024 - Jan 27, 2025
#11	-5.04% Jul 23, 2026 - Aug 18, 2026	-1.11% Apr 3, 2025 - Apr 28, 2025
#12	-4.94% Dec 1, 2023 - Jan 30, 2024	-1.11% Feb 27, 2012 - Aug 7, 2012
#13	-4.54% Apr 3, 2024 - Apr 25, 2024	-1.09% Jan 31, 2011 - Feb 22, 2011
#14	-4.02% Oct 16, 2023 - Nov 2, 2023	-1.09% Aug 2, 2011 - Aug 10, 2011
#15	-3.91% May 4, 2026 - May 14, 2026	-0.93% Mar 17, 2026 - Apr 13, 2026

Correlation

Correlation between ENFR and STPZ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2009 - 2026)

ENFR vs STPZ dividend yield comparison.

Year	ENFR	STPZ
2026	2.97%	3.62%
2025	4.77%	3.65%
2024	4.41%	1.97%
2023	5.48%	1.63%
2022	5.23%	5.88%
2021	7.86%	3.65%
2020	7.57%	1.86%
2019	5.81%	1.76%
2018	3.98%	2.23%
2017	2.98%	1.51%
2016	3.31%	0.65%
2015	3.34%	0.49%
2014	2.15%	0.86%
2013	0.26%	0.09%
2012	0.00%	1.00%
2011	0.00%	3.09%
2010	0.00%	1.11%
2009	0.00%	0.69%