STPZ vs ENFR

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

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

STPZ vs ENFR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

STPZ

$520M

ENFR

$520M

Expense Ratio

Winner

STPZ

0.20%

ENFR

0.35%

Max Drawdown

Winner

STPZ

11.29%

ENFR

74.29%

Sharpe Ratio

STPZ

-0.79

Winner

ENFR

1.48

5Y Beta

Winner

STPZ

-0.01

ENFR

0.37

P/E Ratio

STPZ

N/A

ENFR

20.67

Forward P/E

STPZ

N/A

ENFR

16.79

5Y Dividends CAGR

STPZ

6.84%

Winner

ENFR

7.06%

5Y EPS CAGR

STPZ

N/A

ENFR

12.97%

P/S Ratio

STPZ

N/A

ENFR

1.02

P/B Ratio

STPZ

N/A

ENFR

3.50

STPZ vs ENFR - Historical Returns

Returns include dividend reinvestment.

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

Winner

STPZ

+0.55%

ENFR

-2.01%

STPZ

+0.35%

Winner

ENFR

+0.62%

STPZ

+1.19%

Winner

ENFR

+10.83%

STPZ

+2.40%

Winner

ENFR

+30.04%

5Y(CAGR)

STPZ

+2.72%

Winner

ENFR

+22.31%

10Y(CAGR)

STPZ

+2.86%

Winner

ENFR

+11.59%

Max(CAGR)

STPZ

+2.43%

Winner

ENFR

+8.58%

STPZ vs ENFR - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

STPZ vs ENFR Drawdown Comparison

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

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

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

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

Correlation

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

0.85

-101

Dividend Comparison (2009 - 2026)

STPZ vs ENFR dividend yield comparison.

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