BESF vs. INFR
BESF (Bastion Energy ETF) and INFR (ClearBridge Sustainable Infrastructure ETF) are both Energy Equities funds. BESF is actively managed, while INFR is passively managed. At a 0.10 correlation, their price movements are largely independent. BESF charges 0.80%/yr vs 0.59%/yr for INFR.
Performance
BESF vs. INFR - Performance Comparison
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Returns By Period
In the year-to-date period, BESF achieves a 19.74% return, which is significantly higher than INFR's 1.41% return.
BESF
- 1D
- 0.68%
- 1M
- -4.08%
- YTD
- 19.74%
- 6M
- 21.51%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
INFR
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 1.41%
- 6M
- 0.97%
- 1Y
- 7.79%
- 3Y*
- 5.55%
- 5Y*
- —
- 10Y*
- —
BESF vs. INFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BESF Bastion Energy ETF | 19.74% | 41.15% |
INFR ClearBridge Sustainable Infrastructure ETF | 1.41% | 6.13% |
Correlation
The correlation between BESF and INFR is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 5, 2025 | 0.10 |
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Return for Risk
BESF vs. INFR — Risk / Return Rank
BESF
INFR
BESF vs. INFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bastion Energy ETF (BESF) and ClearBridge Sustainable Infrastructure ETF (INFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| BESF | INFR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.93 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.87 | 0.46 | +2.42 |
Drawdowns
BESF vs. INFR - Drawdown Comparison
The maximum BESF drawdown since its inception was -9.89%, smaller than the maximum INFR drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for BESF and INFR.
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Drawdown Indicators
| BESF | INFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.89% | -19.28% | +9.39% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.43% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.55% | — |
Current DrawdownCurrent decline from peak | -5.88% | -0.70% | -5.18% |
Average DrawdownAverage peak-to-trough decline | -2.45% | -4.93% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.04% | — |
Volatility
BESF vs. INFR - Volatility Comparison
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Volatility by Period
| BESF | INFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.79% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.33% | 9.00% | +15.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.33% | 14.26% | +10.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 14.26% | +10.07% |
BESF vs. INFR - Expense Ratio Comparison
BESF has a 0.80% expense ratio, which is higher than INFR's 0.59% expense ratio.
Dividends
BESF vs. INFR - Dividend Comparison
BESF's dividend yield for the trailing twelve months is around 5.68%, more than INFR's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BESF Bastion Energy ETF | 5.68% | 6.39% | 0.00% | 0.00% |
INFR ClearBridge Sustainable Infrastructure ETF | 2.49% | 2.52% | 2.36% | 3.06% |
Frequently Asked Questions
BESF and INFR have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, INFR is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.
INFR is cheaper with a 0.59% expense ratio, compared with 0.80% for BESF.
BESF has the higher dividend yield at 5.68%, compared with 2.49% for INFR.
They also come from different issuers: Bastion and ClearBridge. Their fees differ too: 0.80% for BESF and 0.59% for INFR.
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