BILT vs. BKGI
BILT (iShares Infrastructure Active ETF) and BKGI (Bny Mellon Global Infrastructure Income ETF) are both exchange-traded funds - BILT is a Utilities Equities fund actively managed by iShares, while BKGI is a Energy Equities fund actively managed by BNY Mellon. Both are actively managed. A 0.73 correlation means they provide meaningful diversification when combined. BILT charges 0.60%/yr vs 0.65%/yr for BKGI.
Performance
BILT vs. BKGI - Performance Comparison
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Returns By Period
In the year-to-date period, BILT achieves a 12.98% return, which is significantly higher than BKGI's 11.73% return.
BILT
- 1D
- 0.41%
- 1M
- -1.21%
- YTD
- 12.98%
- 6M
- 13.89%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BKGI
- 1D
- 0.25%
- 1M
- -3.46%
- YTD
- 11.73%
- 6M
- 12.71%
- 1Y
- 21.46%
- 3Y*
- 21.90%
- 5Y*
- —
- 10Y*
- —
BILT vs. BKGI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BILT iShares Infrastructure Active ETF | 12.98% | 4.16% |
BKGI Bny Mellon Global Infrastructure Income ETF | 11.73% | 5.72% |
Correlation
The correlation between BILT and BKGI is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.73 |
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Return for Risk
BILT vs. BKGI — Risk / Return Rank
BILT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BKGI
BILT vs. BKGI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and Bny Mellon Global Infrastructure Income ETF (BKGI). 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.
| BILT | BKGI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.50 | — |
| Martin ratioReturn relative to average drawdown | — | 11.02 | — |
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Drawdowns
BILT vs. BKGI - Drawdown Comparison
The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum BKGI drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for BILT and BKGI.
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Drawdown Indicators
| BILT | BKGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.38% | -14.79% | +9.41% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.16% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.16% | — |
Current DrawdownCurrent decline from peak | -1.85% | -3.55% | +1.70% |
Average DrawdownAverage peak-to-trough decline | -1.44% | -2.56% | +1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.95% | — |
Volatility
BILT vs. BKGI - Volatility Comparison
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Volatility by Period
| BILT | BKGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.36% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.26% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.29% | 11.65% | -1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.29% | 14.03% | -3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.29% | 14.03% | -3.74% |
BILT vs. BKGI - Expense Ratio Comparison
BILT has a 0.60% expense ratio, which is lower than BKGI's 0.65% expense ratio.
Dividends
BILT vs. BKGI - Dividend Comparison
BILT's dividend yield for the trailing twelve months is around 5.77%, more than BKGI's 2.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 5.77% | 0.99% | 0.00% | 0.00% | 0.00% |
BKGI Bny Mellon Global Infrastructure Income ETF | 2.70% | 2.65% | 4.55% | 4.55% | 0.53% |
Frequently Asked Questions
BILT and BKGI have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BILT is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BILT is cheaper with a 0.60% expense ratio, compared with 0.65% for BKGI.
BILT has the higher dividend yield at 5.77%, compared with 2.70% for BKGI.
BILT is categorized as Utilities Equities, while BKGI is Energy Equities. They also come from different issuers: iShares and BNY Mellon. Their fees differ too: 0.60% for BILT and 0.65% for BKGI.
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