BKGI vs. INFR

Last updated Jul 14, 2026

BKGI (Bny Mellon Global Infrastructure Income ETF) and INFR (ClearBridge Sustainable Infrastructure ETF) are both Energy Equities funds. BKGI is actively managed, while INFR is passively managed. A 0.72 correlation means they provide meaningful diversification when combined. BKGI charges 0.65%/yr vs 0.59%/yr for INFR.

Performance

BKGI vs. INFR - Performance Comparison

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

Returns By Period

BKGI

• 1D: 0.77%
• 1M: -0.91%
• 6M: 12.04%
• YTD: 13.23%
• 1Y: 20.83%
• 3Y*: 20.84%
• 5Y*: —
• 10Y*: —

INFR

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BKGI vs. INFR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
BKGI Bny Mellon Global Infrastructure Income ETF	13.23%	37.53%	12.35%	9.72%	-0.27%
INFR ClearBridge Sustainable Infrastructure ETF	1.41%	24.00%	-6.23%	5.20%	-0.19%

Correlation

The correlation between BKGI and INFR is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.44
Correlation (3Y) Calculated over the trailing 3-year period	0.71
Correlation (All Time) Calculated using the full available price history since Dec 16, 2022	0.72

Over the past year, the correlation between BKGI and INFR has dropped to 0.44 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.

BKGI vs. INFR - Sectors Allocation Comparison

Sectors	BKGI	INFR
Utilities	46.8%	68.5%
Energy	20.6%	-
Real Estate	18.1%	4.1%
Industrials	11.8%	27.5%
Communication Services	2.7%	-
Basic Materials	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Financial Services	-	-
Healthcare	-	-
Technology	-	-

Return for Risk

BKGI vs. INFR — Risk / Return Rank

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

BKGI

BKGI Risk / Return Rank: 72
BKGI Sharpe Ratio Rank: 70
BKGI Sortino Ratio Rank: 68
BKGI Omega Ratio Rank: 69
BKGI Calmar Ratio Rank: 81
BKGI Martin Ratio Rank: 70

INFR

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

BKGI vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bny Mellon Global Infrastructure Income ETF (BKGI) and ClearBridge Sustainable Infrastructure ETF (INFR). 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	INFR	Difference
Sharpe ratio: Return per unit of total volatility	1.79	—	—
Sortino ratio: Return per unit of downside risk	2.48	—	—
Omega ratio: Gain probability vs. loss probability	1.32	—	—
Calmar ratio: Return relative to maximum drawdown	3.40	—	—
Martin ratio: Return relative to average drawdown	10.17	—	—

Drawdowns

Drawdown Indicators

	BKGI	INFR	Difference
Max Drawdown Largest peak-to-trough decline	-14.79%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-6.16%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.16%	—	—
Current Drawdown Current decline from peak	-2.25%	—	—
Average Drawdown Average peak-to-trough decline	-2.57%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.05%	—	—

Volatility

Volatility by Period

	BKGI	INFR	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.47%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.51%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.71%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.00%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.00%	—	—

BKGI vs. INFR - Expense Ratio Comparison

BKGI has a 0.65% expense ratio, which is higher than INFR's 0.59% expense ratio.

Dividends

BKGI vs. INFR - Dividend Comparison

BKGI's dividend yield for the trailing twelve months is around 2.91%, while INFR has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
BKGI Bny Mellon Global Infrastructure Income ETF	2.91%	2.65%	4.55%	4.55%	0.53%
INFR ClearBridge Sustainable Infrastructure ETF	1.71%	2.52%	2.36%	3.06%	0.00%

Frequently Asked Questions

Can I hold both BKGI and INFR in my portfolio?

BKGI and INFR have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BKGI or INFR?

On fees, INFR is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BKGI or INFR?

INFR is cheaper with a 0.59% expense ratio, compared with 0.65% for BKGI.

Which ETF pays a higher dividend yield, BKGI or INFR?

BKGI has the higher dividend yield at 2.91%, compared with 1.71% for INFR.

What is the main difference between BKGI and INFR?

They also come from different issuers: BNY Mellon and ClearBridge. Their fees differ too: 0.65% for BKGI and 0.59% for INFR.