BKGI vs. BILT
BKGI (Bny Mellon Global Infrastructure Income ETF) and BILT (iShares Infrastructure Active ETF) are both exchange-traded funds - BKGI is a Energy Equities fund actively managed by BNY Mellon, while BILT is a Utilities Equities fund actively managed by iShares. Both are actively managed. A 0.73 correlation means they provide meaningful diversification when combined. BKGI charges 0.65%/yr vs 0.60%/yr for BILT.
Performance
BKGI vs. BILT - Performance Comparison
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Returns By Period
In the year-to-date period, BKGI achieves a 12.30% return, which is significantly lower than BILT's 13.47% return.
BKGI
- 1D
- 0.51%
- 1M
- -2.97%
- YTD
- 12.30%
- 6M
- 12.73%
- 1Y
- 20.53%
- 3Y*
- 22.11%
- 5Y*
- —
- 10Y*
- —
BILT
- 1D
- 0.43%
- 1M
- -0.78%
- YTD
- 13.47%
- 6M
- 13.63%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BKGI vs. BILT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BKGI Bny Mellon Global Infrastructure Income ETF | 12.30% | 5.72% |
BILT iShares Infrastructure Active ETF | 13.47% | 4.16% |
Correlation
The correlation between BKGI and BILT is 0.73, 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 | 0.73 |
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Return for Risk
BKGI vs. BILT — Risk / Return Rank
BKGI
BILT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BKGI vs. BILT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bny Mellon Global Infrastructure Income ETF (BKGI) and iShares Infrastructure Active ETF (BILT). 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.
| BKGI | BILT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.35 | — | — |
| Martin ratioReturn relative to average drawdown | 10.49 | — | — |
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Drawdowns
BKGI vs. BILT - Drawdown Comparison
The maximum BKGI drawdown since its inception was -14.79%, which is greater than BILT's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for BKGI and BILT.
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Drawdown Indicators
| BKGI | BILT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.79% | -5.38% | -9.41% |
Max Drawdown (1Y)Largest decline over 1 year | -6.16% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -14.16% | — | — |
Current DrawdownCurrent decline from peak | -3.05% | -1.42% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -2.56% | -1.44% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | — | — |
Volatility
BKGI vs. BILT - Volatility Comparison
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Volatility by Period
| BKGI | BILT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.29% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 10.28% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.02% | 10.28% | +3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.02% | 10.28% | +3.74% |
BKGI vs. BILT - Expense Ratio Comparison
BKGI has a 0.65% expense ratio, which is higher than BILT's 0.60% expense ratio.
Dividends
BKGI vs. BILT - Dividend Comparison
BKGI's dividend yield for the trailing twelve months is around 2.69%, less than BILT's 5.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 5.74% | 0.99% | 0.00% | 0.00% | 0.00% |
BKGI Bny Mellon Global Infrastructure Income ETF | 2.69% | 2.65% | 4.55% | 4.55% | 0.53% |
Frequently Asked Questions
BKGI and BILT have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BILT is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BILT is cheaper with a 0.60% expense ratio, compared with 0.65% for BKGI.
BILT has the higher dividend yield at 5.74%, compared with 2.69% for BKGI.
BKGI is categorized as Energy Equities, while BILT is Utilities Equities. They also come from different issuers: BNY Mellon and iShares. Their fees differ too: 0.65% for BKGI and 0.60% for BILT.
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