FIGB vs ENFR

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

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

FIGB vs ENFR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

FIGB

$520M

ENFR

$520M

Expense Ratio

FIGB

0.36%

Winner

ENFR

0.35%

Max Drawdown

Winner

FIGB

21.47%

ENFR

74.29%

Sharpe Ratio

FIGB

-0.34

Winner

ENFR

1.48

5Y Beta

Winner

FIGB

0.02

ENFR

0.37

P/E Ratio

FIGB

N/A

ENFR

20.67

Forward P/E

FIGB

N/A

ENFR

16.79

5Y Dividends CAGR

Winner

FIGB

48.74%

ENFR

7.06%

5Y EPS CAGR

FIGB

N/A

ENFR

12.97%

P/S Ratio

FIGB

N/A

ENFR

1.02

P/B Ratio

FIGB

N/A

ENFR

3.50

FIGB vs ENFR - Historical Returns

Returns include dividend reinvestment.

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

Winner

FIGB

+0.71%

ENFR

-2.01%

FIGB

+0.30%

Winner

ENFR

+0.62%

FIGB

-1.23%

Winner

ENFR

+10.83%

FIGB

+2.64%

Winner

ENFR

+30.04%

5Y(CAGR)

FIGB

-0.02%

Winner

ENFR

+22.31%

10Y(CAGR)

FIGB

N/A

ENFR

+11.59%

Max(CAGR)

FIGB

+0.40%

Winner

ENFR

+8.58%

FIGB vs ENFR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

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

FIGB vs ENFR Drawdown Comparison

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

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

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

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

Correlation

Correlation between FIGB and ENFR 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)

FIGB vs ENFR dividend yield comparison.

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