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BILT vs. ELFY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BILT vs. ELFY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Infrastructure Active ETF (BILT) and ALPS Electrification Infrastructure ETF (ELFY). The values are adjusted to include any dividend payments, if applicable.

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BILT vs. ELFY - Yearly Performance Comparison


Returns By Period

In the year-to-date period, BILT achieves a 11.38% return, which is significantly lower than ELFY's 12.06% return.


BILT

1D
0.72%
1M
-3.01%
YTD
11.38%
6M
12.22%
1Y
3Y*
5Y*
10Y*

ELFY

1D
2.62%
1M
-5.24%
YTD
12.06%
6M
10.55%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BILT vs. ELFY - Expense Ratio Comparison

BILT has a 0.60% expense ratio, which is higher than ELFY's 0.50% expense ratio.


Return for Risk

BILT vs. ELFY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and ALPS Electrification Infrastructure ETF (ELFY). 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.

BILT vs. ELFY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BILTELFYDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.66

2.98

-0.32

Correlation

The correlation between BILT and ELFY is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BILT vs. ELFY - Dividend Comparison

BILT's dividend yield for the trailing twelve months is around 1.34%, more than ELFY's 0.94% yield.


Drawdowns

BILT vs. ELFY - Drawdown Comparison

The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum ELFY drawdown of -8.37%. Use the drawdown chart below to compare losses from any high point for BILT and ELFY.


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Drawdown Indicators


BILTELFYDifference

Max Drawdown

Largest peak-to-trough decline

-5.38%

-8.37%

+2.99%

Current Drawdown

Current decline from peak

-3.01%

-5.94%

+2.93%

Average Drawdown

Average peak-to-trough decline

-1.39%

-1.63%

+0.24%

Volatility

BILT vs. ELFY - Volatility Comparison


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Volatility by Period


BILTELFYDifference

Volatility (1Y)

Calculated over the trailing 1-year period

9.37%

18.35%

-8.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.37%

18.35%

-8.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.37%

18.35%

-8.98%