Compare · 2 funds side by side · dividends reinvested

ENFR and SPYM

ENFRALPS×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,026ENFR · best of the two

02 / 04

ENFR and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian Energy Infrastructure ETFThematic · Infrastructure0.35%4.24%+19.5%+26.2%+23.9%+18.2%−9.8%17.5%$508M1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ENFR 2013 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Alerian Energy Infrastructure ETF · $508M$23,026

ENFR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

ENFRMeasureSPYM

+19.5%Year to dateJan 1 → Nov 6+8.8%

+26.2%1 yearTotal return+9.8%

+23.9%3 years · per year$10,000 became $19,014 · $18,082+21.8%

+18.2%5 years · per year$10,000 became $23,026 · $17,192+11.4%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

4.24%Trailing 12-mo yield$424 · $105 a year on $10k1.05%

−9.8%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.6%

ENFRSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3ENFR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ENFR vs SPYM: Top 5 Holdings

Today

ENFR

34.7%in top 5

SPYM

in top 527.8%

ENFRStockSPYM

8.3%ETnot top 5

not top 5AAPL7.9%

7.7%ENB.TOnot top 5

7.4%EPDnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

5.8%WMBnot top 5

5.5%TRP.TOnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

ENFR vs SPYM Returns, Every Period

ALPSENFR

+18.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

ENFRSPYMFaded: behind in that period

4–0ENFR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: ENFR vs SPYM

YTD

ALPSENFR

+19.5%

SPYMSPDR

+8.8%

+19.5%Year to date+8.8%

−9.8%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.6%

4.2%Yield1.1%

$508MAssets$178B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ENFR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ENFR0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ENFR, SPYM

4.24%highest, ENFR

FundTrailing yieldYield$10k

ENFR4.24%$424

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$389most kept, ENFR

ENFR$424 − $35 = $389

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ENFR, SPYM

Today

0.4%most shared, ENFR and SPYM

ENFRSPYM

ENFR—0.4%

SPYM0.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.2%ENFR, at 17.5% volatility

SPYMWorst drop−8.9%13.6% vol

ENFRWorst drop−9.8%17.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ENFRSPYM

+19.5%Year to date+8.8%

4.2%Yield1.1%

+26.2%Past year+9.8%

0.35%Fee0.02%

3–1ENFR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026