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DVXE vs. INFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DVXE vs. INFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WEBs Energy XLE Defined Volatility ETF (DVXE) and ClearBridge Sustainable Infrastructure ETF (INFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


DVXE

1D
1.38%
1M
15.67%
6M
26.93%
YTD
50.61%
1Y
61.29%
3Y*
5Y*
10Y*
ALL TIME*
55.89%

INFR

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$14.59K$12.40K$16.43K

DVXE vs. INFR - Yearly Performance Comparison


Correlation

The correlation between DVXE and INFR is 0.10, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.10

Correlation (All Time)
Calculated using the full available price history since Jul 23, 2025

0.10

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Return for Risk

DVXE vs. INFR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DVXE
DVXE Risk / Return Rank: 6868
Overall Rank
DVXE Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
DVXE Sortino Ratio Rank: 7070
Sortino Ratio Rank
DVXE Omega Ratio Rank: 6868
Omega Ratio Rank
DVXE Calmar Ratio Rank: 7373
Calmar Ratio Rank
DVXE Martin Ratio Rank: 5151
Martin Ratio Rank

INFR

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DVXE vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WEBs Energy XLE Defined Volatility ETF (DVXE) 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.


DVXEINFRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.29

Calmar ratioReturn relative to maximum drawdown

2.59

Martin ratioReturn relative to average drawdown

6.05

DVXE vs. INFR - Sharpe Ratio Comparison


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Drawdowns

DVXE vs. INFR - Drawdown Comparison


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Drawdown Indicators


DVXEINFRDifference

Max Drawdown

Largest peak-to-trough decline

-21.83%

Max Drawdown (1Y)

Largest decline over 1 year

-21.83%

Current Drawdown

Current decline from peak

-8.57%

Average Drawdown

Average peak-to-trough decline

-7.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.37%

Volatility

DVXE vs. INFR - Volatility Comparison


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Volatility by Period


DVXEINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.29%

Volatility (6M)

Calculated over the trailing 6-month period

22.36%

Volatility (1Y)

Calculated over the trailing 1-year period

30.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.78%

DVXE vs. INFR - Expense Ratio Comparison

DVXE has a 0.89% expense ratio, which is higher than INFR's 0.59% expense ratio.


Dividends

DVXE vs. INFR - Dividend Comparison

Neither DVXE nor INFR has paid dividends to shareholders.


PositionTTM202520242023
DVXE
WEBs Energy XLE Defined Volatility ETF
0.00%0.00%0.00%0.00%
INFR
ClearBridge Sustainable Infrastructure ETF
1.71%2.52%2.36%3.06%

Frequently Asked Questions


DVXE and INFR have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

INFR is cheaper with a 0.59% expense ratio, compared with 0.89% for DVXE.

INFR has the higher dividend yield at 1.71%, compared with 0.00% for DVXE.

DVXE is categorized as Energy Equities, while INFR is Infrastructure Equities. DVXE tracks Syntax Defined Volatility XLE Index, while INFR tracks RARE Global Infrastructure Index. They also come from different issuers: WEBs and ClearBridge. Their fees differ too: 0.89% for DVXE and 0.59% for INFR.

Portfolio Optimizer

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