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BILT vs. ZAP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BILT vs. ZAP - Performance Comparison

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

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BILT vs. ZAP - Yearly Performance Comparison


Returns By Period

In the year-to-date period, BILT achieves a 11.38% return, which is significantly higher than ZAP's 10.67% return.


BILT

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

ZAP

1D
1.20%
1M
-3.57%
YTD
10.67%
6M
9.86%
1Y
33.11%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BILT vs. ZAP - Expense Ratio Comparison

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


Return for Risk

BILT vs. ZAP — Risk / Return Rank

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

BILT

ZAP
ZAP Risk / Return Rank: 9191
Overall Rank
ZAP Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
ZAP Sortino Ratio Rank: 9292
Sortino Ratio Rank
ZAP Omega Ratio Rank: 8989
Omega Ratio Rank
ZAP Calmar Ratio Rank: 9595
Calmar Ratio Rank
ZAP Martin Ratio Rank: 9090
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. ZAP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and Global X U.S. Electrification ETF (ZAP). 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. ZAP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BILTZAPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.07

Sharpe Ratio (All Time)

Calculated using the full available price history

2.66

1.69

+0.97

Correlation

The correlation between BILT and ZAP is 0.59, 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. ZAP - Dividend Comparison

BILT's dividend yield for the trailing twelve months is around 1.34%, less than ZAP's 1.64% yield.


TTM20252024
BILT
iShares Infrastructure Active ETF
1.34%0.99%0.00%
ZAP
Global X U.S. Electrification ETF
1.64%1.81%0.00%

Drawdowns

BILT vs. ZAP - Drawdown Comparison

The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum ZAP drawdown of -12.38%. Use the drawdown chart below to compare losses from any high point for BILT and ZAP.


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Drawdown Indicators


BILTZAPDifference

Max Drawdown

Largest peak-to-trough decline

-5.38%

-12.38%

+7.00%

Max Drawdown (1Y)

Largest decline over 1 year

-8.59%

Current Drawdown

Current decline from peak

-3.01%

-3.71%

+0.70%

Average Drawdown

Average peak-to-trough decline

-1.39%

-2.67%

+1.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.88%

Volatility

BILT vs. ZAP - Volatility Comparison


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Volatility by Period


BILTZAPDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.40%

Volatility (6M)

Calculated over the trailing 6-month period

10.77%

Volatility (1Y)

Calculated over the trailing 1-year period

9.37%

16.07%

-6.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.37%

16.55%

-7.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.37%

16.55%

-7.18%