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BKGI vs. AGR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BKGI vs. AGR

Last updated May 13, 2025

Compare and contrast key facts about Bny Mellon Global Infrastructure Income ETF (BKGI) and Avangrid, Inc. (AGR).

BKGI is an actively managed fund by BNY Mellon. It was launched on Nov 2, 2022.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKGI or AGR.

Correlation

The correlation between BKGI and AGR is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

BKGI vs. AGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bny Mellon Global Infrastructure Income ETF (BKGI) and Avangrid, Inc. (AGR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

BKGI

YTD

19.81%

1M

6.40%

6M

16.12%

1Y

25.07%

5Y*

N/A

10Y*

N/A

AGR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

BKGI vs. AGR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BKGI
The Risk-Adjusted Performance Rank of BKGI is 9393
Overall Rank
The Sharpe Ratio Rank of BKGI is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BKGI is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BKGI is 9292
Omega Ratio Rank
The Calmar Ratio Rank of BKGI is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BKGI is 9393
Martin Ratio Rank
AGR
The Risk-Adjusted Performance Rank of AGR is 7575
Overall Rank
The Sharpe Ratio Rank of AGR is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of AGR is 7676
Sortino Ratio Rank
The Omega Ratio Rank of AGR is 8282
Omega Ratio Rank
The Calmar Ratio Rank of AGR is 6565
Calmar Ratio Rank
The Martin Ratio Rank of AGR is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BKGI vs. AGR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bny Mellon Global Infrastructure Income ETF (BKGI) and Avangrid, Inc. (AGR). 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.

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Dividends

BKGI vs. AGR - Dividend Comparison

BKGI's dividend yield for the trailing twelve months is around 3.15%, while AGR has not paid dividends to shareholders.

TTM202420232022202120202019201820172016
BKGI
Bny Mellon Global Infrastructure Income ETF		3.15%4.54%4.55%0.53%0.00%0.00%0.00%0.00%0.00%0.00%
AGR
Avangrid, Inc.		3.66%4.89%5.43%4.09%3.53%3.87%3.44%3.48%3.42%4.56%

Drawdowns

BKGI vs. AGR - Drawdown Comparison

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Volatility

BKGI vs. AGR - Volatility Comparison

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