Compare · 3 funds side by side · dividends reinvested

ENFR, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,183ENFR · best of the three

02 / 04

ENFR, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian Energy Infrastructure ETFThematic · Infrastructure0.35%3.95%+28.2%+35.1%+27.4%+19.3%−9.1%16.9%$542M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ENFR 2013 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Alerian Energy Infrastructure ETF · $542M$24,183

ENFR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

ENFRMeasureSPYM

+28.2%Year to dateJan 1 → Nov 3+11.5%

+35.1%1 yearTotal return+11.9%

+27.4%3 years · per year$10,000 became $20,688 · $19,092+24.1%

+19.3%5 years · per year$10,000 became $24,183 · $17,749+12.2%

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

3.95%Trailing 12-mo yield$395 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer12.7%

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

5–3ENFR wins

End-of-day Nov 3, 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

34.5%in top 5

SPYM

in top 527.4%

ENFRStockSPYM

8.3%ETnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

7.4%ENB.TOnot top 5

7.1%EPDnot top 5

6.0%WMBnot top 5

not top 5MSFT5.9%

5.7%LNGnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common0.4%

End-of-day Nov 3, 2026 · share of each fund

ENFR vs SPYM Returns, Every Period

ALPSENFR

+19.3%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

ENFRSPYMFaded: behind in that period

4–0ENFR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Core: ENFR vs SPYM

YTD

ALPSENFR

+28.2%

SPYMSPDR

+11.5%

+28.2%Year to date+11.5%

−9.1%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y12.7%

4.0%Yield1.0%

$542MAssets$185B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ENFR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

ENFR0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ENFR, SPYM, SPY

3.95%highest, ENFR

FundTrailing yieldYield$10k

ENFR3.95%$395

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$360most kept, ENFR

ENFR$395 − $35 = $360

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ENFR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

ENFRSPYMSPY

ENFR—0.4%0.4%

SPYM0.4%—99.9%

SPY0.4%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+35.1%ENFR, at 16.9% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

ENFRWorst drop−9.1%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ENFRSPYM

+28.2%Year to date+11.5%

4.0%Yield1.0%

+35.1%Past year+11.9%

0.35%Fee0.02%

3–1ENFR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026