PortfoliosLab logoPortfoliosLab logo
BILT vs. IGF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BILT vs. IGF - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, BILT achieves a 12.98% return, which is significantly higher than IGF's 9.70% return.


BILT

1D
0.41%
1M
-1.21%
YTD
12.98%
6M
13.89%
1Y
3Y*
5Y*
10Y*

IGF

1D
0.03%
1M
-0.13%
YTD
9.70%
6M
10.12%
1Y
18.50%
3Y*
16.79%
5Y*
10.87%
10Y*
8.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BILT vs. IGF - Yearly Performance Comparison


Correlation

The correlation between BILT and IGF is 0.80, 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

0.80

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BILT vs. IGF — Risk / Return Rank

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

BILT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IGF
IGF Risk / Return Rank: 5555
Overall Rank
IGF Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
IGF Sortino Ratio Rank: 5353
Sortino Ratio Rank
IGF Omega Ratio Rank: 5151
Omega Ratio Rank
IGF Calmar Ratio Rank: 6666
Calmar Ratio Rank
IGF Martin Ratio Rank: 5454
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.

BILT vs. IGF - Risk-Adjusted Trends Comparison

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


BILTIGFDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

3.17

Martin ratioReturn relative to average drawdown

8.98

BILT vs. IGF - Sharpe Ratio Comparison


Loading charts...

Drawdowns

BILT vs. IGF - Drawdown Comparison

The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum IGF drawdown of -58.33%. Use the drawdown chart below to compare losses from any high point for BILT and IGF.


Loading charts...

Drawdown Indicators


BILTIGFDifference

Max Drawdown

Largest peak-to-trough decline

-5.38%

-58.33%

+52.95%

Max Drawdown (1Y)

Largest decline over 1 year

-5.87%

Max Drawdown (3Y)

Largest decline over 3 years

-14.28%

Max Drawdown (5Y)

Largest decline over 5 years

-20.83%

Max Drawdown (10Y)

Largest decline over 10 years

-42.11%

Current Drawdown

Current decline from peak

-1.85%

-2.96%

+1.11%

Average Drawdown

Average peak-to-trough decline

-1.44%

-11.85%

+10.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

Volatility

BILT vs. IGF - Volatility Comparison


Loading charts...

Volatility by Period


BILTIGFDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.38%

Volatility (6M)

Calculated over the trailing 6-month period

8.73%

Volatility (1Y)

Calculated over the trailing 1-year period

10.29%

10.58%

-0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.29%

13.97%

-3.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.29%

16.82%

-6.53%

BILT vs. IGF - Expense Ratio Comparison

BILT has a 0.60% expense ratio, which is higher than IGF's 0.39% expense ratio.


Dividends

BILT vs. IGF - Dividend Comparison

BILT's dividend yield for the trailing twelve months is around 5.77%, more than IGF's 2.91% yield.


PositionTTM20252024202320222021202020192018201720162015
BILT
iShares Infrastructure Active ETF
5.77%0.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IGF
iShares Global Infrastructure ETF
2.91%3.23%3.21%3.36%2.67%2.42%2.33%3.27%3.52%2.95%2.98%3.25%

Frequently Asked Questions


BILT and IGF have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGF is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGF is cheaper with a 0.39% expense ratio, compared with 0.60% for BILT.

BILT has the higher dividend yield at 5.77%, compared with 2.91% for IGF.

BILT is categorized as Utilities Equities, while IGF is Industrials Equities. Their fees differ too: 0.60% for BILT and 0.39% for IGF.

Portfolio Optimizer

Find the right allocation for BILT and IGF

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer