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AMZA vs ENFR

InfraCap MLP ETF vs Alerian Energy Infrastructure ETF

AMZA

InfraCap MLP ETF

Virtus

Annual cost

1.72%

Fund size

$464M

ENFR

Alerian Energy Infrastructure ETF

ALPS

Annual cost

0.35%

Fund size

$460M

Key differences

  • ENFR costs 1.37% less per year.
  • AMZA follows a active selection strategy; ENFR uses index tracking.
  • Over the last 3 years, ENFR has delivered higher annualized returns.

Side-by-side comparison

AMZAENFR
Annual cost (TER)1.72%0.35%
Fund size (AUM)$464M$460M
Since20142013
Dividend yield7.73%3.93%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.9%+27.1%
CAGR 3Y+21.9%+28.8%
CAGR 5Y+21.2%+21.4%
Sharpe 3Y0.881.43
Volatility 1Y17.74%14.54%
Max drawdown-86.84%-62.64%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AMZA and ENFR