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BILD vs. SGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BILD vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Macquarie Global Listed Infrastructure ETF (BILD) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BILD achieves a 7.50% return, which is significantly higher than SGOV's 1.70% return.


BILD

1D
0.52%
1M
-2.01%
YTD
7.50%
6M
8.26%
1Y
16.87%
3Y*
5Y*
10Y*

SGOV

1D
0.01%
1M
0.27%
YTD
1.70%
6M
1.80%
1Y
3.93%
3Y*
4.68%
5Y*
3.58%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BILD vs. SGOV - Yearly Performance Comparison


2026 (YTD)202520242023
BILD
Macquarie Global Listed Infrastructure ETF
7.50%21.08%-2.68%3.73%
SGOV
iShares 0-3 Month Treasury Bond ETF
1.70%4.24%5.27%0.50%

Correlation

The correlation between BILD and SGOV is -0.06, 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 (1Y)
Calculated over the trailing 1-year period

-0.06

Correlation (All Time)
Calculated using the full available price history since Nov 29, 2023

0.03

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Return for Risk

BILD vs. SGOV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BILD
BILD Risk / Return Rank: 4747
Overall Rank
BILD Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
BILD Sortino Ratio Rank: 4343
Sortino Ratio Rank
BILD Omega Ratio Rank: 4444
Omega Ratio Rank
BILD Calmar Ratio Rank: 5858
Calmar Ratio Rank
BILD Martin Ratio Rank: 4545
Martin Ratio Rank

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BILD vs. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Macquarie Global Listed Infrastructure ETF (BILD) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BILDSGOVDifference
Sharpe ratioReturn per unit of total volatility

-18.82

Sortino ratioReturn per unit of downside risk

-272.16

Omega ratioGain probability vs. loss probability

1.28

194.55

-193.27

Calmar ratioReturn relative to maximum drawdown

2.80

396.11

-393.31

Martin ratioReturn relative to average drawdown

7.20

4,438.60

-4,431.40

BILD vs. SGOV - Sharpe Ratio Comparison

The current BILD Sharpe Ratio is 1.56, which is lower than the SGOV Sharpe Ratio of 20.38. The chart below compares the historical Sharpe Ratios of BILD and SGOV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BILD vs. SGOV - Drawdown Comparison

The maximum BILD drawdown since its inception was -14.78%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for BILD and SGOV.


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Drawdown Indicators


BILDSGOVDifference

Max Drawdown

Largest peak-to-trough decline

-14.78%

-0.03%

-14.75%

Max Drawdown (1Y)

Largest decline over 1 year

-6.05%

-0.01%

-6.04%

Max Drawdown (3Y)

Largest decline over 3 years

-0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-0.03%

Current Drawdown

Current decline from peak

-4.82%

0.00%

-4.82%

Average Drawdown

Average peak-to-trough decline

-3.72%

-0.00%

-3.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.35%

0.00%

+2.35%

Volatility

BILD vs. SGOV - Volatility Comparison

Macquarie Global Listed Infrastructure ETF (BILD) has a higher volatility of 2.99% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that BILD's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BILDSGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.99%

0.06%

+2.93%

Volatility (6M)

Calculated over the trailing 6-month period

8.89%

0.13%

+8.76%

Volatility (1Y)

Calculated over the trailing 1-year period

10.88%

0.19%

+10.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.16%

0.24%

+12.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.16%

0.24%

+12.92%

BILD vs. SGOV - Expense Ratio Comparison

BILD has a 0.49% expense ratio, which is higher than SGOV's 0.09% expense ratio.


Dividends

BILD vs. SGOV - Dividend Comparison

BILD's dividend yield for the trailing twelve months is around 5.81%, more than SGOV's 3.85% yield.


PositionTTM202520242023202220212020
BILD
Macquarie Global Listed Infrastructure ETF
5.81%3.05%5.53%0.52%0.00%0.00%0.00%
SGOV
iShares 0-3 Month Treasury Bond ETF
3.85%4.10%5.10%4.87%1.45%0.03%0.05%

Frequently Asked Questions


BILD and SGOV have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BILD has higher volatility (2.99%) compared to SGOV (0.06%). In terms of maximum drawdown, BILD dropped -14.78% vs SGOV's -0.03%.

On 1-year performance, BILD leads with 16.87% vs 3.93% for SGOV. On fees, SGOV is cheaper at 0.09% per year. On volatility, SGOV has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BILD has performed better with a 16.87% return vs 3.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGOV is cheaper with a 0.09% expense ratio, compared with 0.49% for BILD.

BILD has the higher dividend yield at 5.81%, compared with 3.85% for SGOV.

BILD is categorized as Energy Equities, while SGOV is Ultrashort Bond. They also come from different issuers: Macquarie and iShares. Their fees differ too: 0.49% for BILD and 0.09% for SGOV.

SGOV currently has the higher Sharpe Ratio (20.38 vs 1.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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