BILT vs. RIFR

Last updated Aug 1, 2026

BILT (iShares Infrastructure Active ETF) and RIFR (Russell Investments Global Infrastructure ETF) are both Infrastructure Equities funds. Both are actively managed. Over the past year, BILT returned 17.98% vs 14.73% for RIFR. Their correlation of 0.95 means they have usually moved in the same direction. BILT charges 0.60%/yr vs 0.59%/yr for RIFR.

Performance

BILT vs. RIFR - Performance Comparison

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

Returns By Period

In the year-to-date period, BILT achieves a 14.30% return, which is significantly higher than RIFR's 11.99% return.

BILT

• 1D: 0.11%
• 1M: -1.05%
• 6M: 8.99%
• YTD: 14.30%
• 1Y: 17.98%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 19.07%

RIFR

• 1D: -0.25%
• 1M: 0.17%
• 6M: 7.94%
• YTD: 11.99%
• 1Y: 14.73%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 16.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BILT iShares Infrastructure Active ETF	$2.38M	$1.70M	$1.65M
RIFR Russell Investments Global Infrastructure ETF	$131.11K	$117.29K	$147.83K

BILT vs. RIFR - Yearly Performance Comparison

	2026 (YTD)	2025
BILT iShares Infrastructure Active ETF	14.30%	4.16%
RIFR Russell Investments Global Infrastructure ETF	11.99%	2.92%

Correlation

The correlation between BILT and RIFR is 0.95, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.95
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025	0.95

The correlation between BILT and RIFR has been stable across timeframes, ranging from 0.95 to 0.95 - a consistent structural relationship.

Return for Risk

BILT vs. RIFR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BILT

BILT Risk / Return Rank: 81
BILT Sharpe Ratio Rank: 80
BILT Sortino Ratio Rank: 79
BILT Omega Ratio Rank: 78
BILT Calmar Ratio Rank: 88
BILT Martin Ratio Rank: 81

RIFR

RIFR Risk / Return Rank: 60
RIFR Sharpe Ratio Rank: 61
RIFR Sortino Ratio Rank: 59
RIFR Omega Ratio Rank: 57
RIFR Calmar Ratio Rank: 64
RIFR Martin Ratio Rank: 57

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BILT vs. RIFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and Russell Investments Global Infrastructure ETF (RIFR). 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	RIFR	Difference
Sharpe ratio: Return per unit of total volatility	1.84	1.43	+0.40
Sortino ratio: Return per unit of downside risk	2.56	2.03	+0.54
Omega ratio: Gain probability vs. loss probability	1.33	1.25	+0.07
Calmar ratio: Return relative to maximum drawdown	3.52	2.28	+1.24
Martin ratio: Return relative to average drawdown	10.60	6.92	+3.68

BILT vs. RIFR - Sharpe Ratio Comparison

The current BILT Sharpe Ratio is 1.84, which is comparable to the RIFR Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of BILT and RIFR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BILT vs. RIFR - Drawdown Comparison

The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum RIFR drawdown of -6.80%. Use the drawdown chart below to compare losses from any high point for BILT and RIFR.

Drawdown Indicators

	BILT	RIFR	Difference
Max Drawdown Largest peak-to-trough decline	-5.38%	-6.80%	+1.42%
Max Drawdown (1Y) Largest decline over 1 year	-5.38%	-6.80%	+1.42%
Current Drawdown Current decline from peak	-2.25%	-1.21%	-1.04%
Average Drawdown Average peak-to-trough decline	-1.36%	-1.62%	+0.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.78%	2.24%	-0.46%

Volatility

BILT vs. RIFR - Volatility Comparison

iShares Infrastructure Active ETF (BILT) and Russell Investments Global Infrastructure ETF (RIFR) have volatilities of 3.10% and 3.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BILT	RIFR	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.10%	3.04%	+0.06%
Volatility (6M) Calculated over the trailing 6-month period	8.44%	8.91%	-0.47%
Volatility (1Y) Calculated over the trailing 1-year period	10.31%	10.81%	-0.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.31%	10.69%	-0.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.31%	10.69%	-0.38%

BILT vs. RIFR - Expense Ratio Comparison

BILT has a 0.60% expense ratio, which is higher than RIFR's 0.59% expense ratio.

Dividends

BILT vs. RIFR - Dividend Comparison

BILT's dividend yield for the trailing twelve months is around 5.70%, more than RIFR's 0.87% yield.

Position	TTM	2025
BILT iShares Infrastructure Active ETF	5.70%	0.99%
RIFR Russell Investments Global Infrastructure ETF	0.87%	0.98%

Frequently Asked Questions

Can I hold both BILT and RIFR in my portfolio?

With a correlation of 0.95, BILT and RIFR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BILT or RIFR?

BILT has higher volatility (3.10%) compared to RIFR (3.04%). In terms of maximum drawdown, BILT dropped -5.38% vs RIFR's -6.80%.

Which ETF is better, BILT or RIFR?

On 1-year performance, BILT leads with 17.98% vs 14.73% for RIFR. On fees, RIFR is cheaper at 0.59% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BILT or RIFR?

Over the 1-year period, BILT has performed better with a 17.98% return vs 14.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BILT or RIFR?

RIFR is cheaper with a 0.59% expense ratio, compared with 0.60% for BILT.

Which ETF pays a higher dividend yield, BILT or RIFR?

BILT has the higher dividend yield at 5.70%, compared with 0.87% for RIFR.

What is the main difference between BILT and RIFR?

They also come from different issuers: iShares and Russell. Their fees differ too: 0.60% for BILT and 0.59% for RIFR.

Which has better risk-adjusted returns?

BILT currently has the higher Sharpe Ratio (1.84 vs 1.43), 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.