BIPC vs. XTN

Last updated Apr 1, 2026

Compare and contrast key facts about Brookfield Infrastructure Corporation (BIPC) and SPDR S&P Transportation ETF (XTN).

XTN is a passively managed fund by State Street that tracks the performance of the S&P Transportation Select Industry Index. It was launched on Jan 26, 2011.

Performance

BIPC vs. XTN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookfield Infrastructure Corporation (BIPC) and SPDR S&P Transportation ETF (XTN). The values are adjusted to include any dividend payments, if applicable.

BIPC vs. XTN - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BIPC Brookfield Infrastructure Corporation	-12.15%	18.32%	4.74%
XTN SPDR S&P Transportation ETF	2.02%	6.33%	-0.82%

Returns By Period

In the year-to-date period, BIPC achieves a -12.15% return, which is significantly lower than XTN's 2.02% return.

BIPC

• 1D: 3.10%
• 1M: -20.77%
• YTD: -12.15%
• 6M: -2.09%
• 1Y: 13.68%
• 3Y*: —
• 5Y*: —
• 10Y*: —

XTN

• 1D: 3.95%
• 1M: -8.93%
• YTD: 2.02%
• 6M: 11.42%
• 1Y: 26.99%
• 3Y*: 9.63%
• 5Y*: 1.87%
• 10Y*: 8.43%

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

Return for Risk

BIPC vs. XTN — Risk / Return Rank

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

BIPC

BIPC Risk / Return Rank: 56
BIPC Sharpe Ratio Rank: 60
BIPC Sortino Ratio Rank: 52
BIPC Omega Ratio Rank: 52
BIPC Calmar Ratio Rank: 55
BIPC Martin Ratio Rank: 63

XTN

XTN Risk / Return Rank: 52
XTN Sharpe Ratio Rank: 48
XTN Sortino Ratio Rank: 54
XTN Omega Ratio Rank: 47
XTN Calmar Ratio Rank: 63
XTN Martin Ratio Rank: 49

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.

BIPC vs. XTN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Corporation (BIPC) and SPDR S&P Transportation ETF (XTN). 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.

	BIPC	XTN	Difference
Sharpe ratio Return per unit of total volatility	0.49	0.84	-0.35
Sortino ratio Return per unit of downside risk	0.85	1.40	-0.55
Omega ratio Gain probability vs. loss probability	1.11	1.18	-0.07
Calmar ratio Return relative to maximum drawdown	0.55	1.54	-0.99
Martin ratio Return relative to average drawdown	2.18	4.60	-2.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BIPC vs. XTN - Sharpe Ratio Comparison

The current BIPC Sharpe Ratio is 0.49, which is lower than the XTN Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of BIPC and XTN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BIPC	XTN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.49	0.84	-0.35
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.07	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.33	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.25	0.40	-0.15

Correlation

The correlation between BIPC and XTN is 0.40, 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

BIPC vs. XTN - Dividend Comparison

BIPC's dividend yield for the trailing twelve months is around 4.42%, more than XTN's 0.79% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BIPC Brookfield Infrastructure Corporation	4.42%	3.79%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
XTN SPDR S&P Transportation ETF	0.79%	0.78%	0.93%	0.73%	1.04%	1.02%	0.75%	1.17%	0.98%	0.63%	0.66%	1.03%

Drawdowns

BIPC vs. XTN - Drawdown Comparison

The maximum BIPC drawdown since its inception was -25.28%, smaller than the maximum XTN drawdown of -43.77%. Use the drawdown chart below to compare losses from any high point for BIPC and XTN.

Drawdown Indicators

	BIPC	XTN	Difference
Max Drawdown Largest peak-to-trough decline	-25.28%	-43.77%	+18.49%
Max Drawdown (1Y) Largest decline over 1 year	-25.28%	-17.28%	-8.00%
Max Drawdown (5Y) Largest decline over 5 years	—	-35.05%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.77%	—
Current Drawdown Current decline from peak	-21.80%	-12.15%	-9.65%
Average Drawdown Average peak-to-trough decline	-6.10%	-10.97%	+4.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.41%	5.79%	+0.62%

Volatility

BIPC vs. XTN - Volatility Comparison

Brookfield Infrastructure Corporation (BIPC) has a higher volatility of 11.19% compared to SPDR S&P Transportation ETF (XTN) at 9.95%. This indicates that BIPC's price experiences larger fluctuations and is considered to be riskier than XTN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BIPC	XTN	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.19%	9.95%	+1.24%
Volatility (6M) Calculated over the trailing 6-month period	20.13%	19.35%	+0.78%
Volatility (1Y) Calculated over the trailing 1-year period	27.85%	32.25%	-4.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.80%	26.20%	+2.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.80%	25.88%	+2.92%