ECOIX vs. BGLYX
Compare and contrast key facts about Ecofin Global Renewables Infrastructure Fund (ECOIX) and Brookfield Global Listed Infrastructure Fund (BGLYX).
ECOIX is managed by Ecofin. It was launched on Nov 1, 2015. BGLYX is managed by Brookfield Investment Funds. It was launched on Nov 29, 2011.
Performance
ECOIX vs. BGLYX - Performance Comparison
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ECOIX vs. BGLYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ECOIX Ecofin Global Renewables Infrastructure Fund | 4.78% | 25.37% | -3.91% | -8.55% | -10.92% | 3.59% | 26.86% |
BGLYX Brookfield Global Listed Infrastructure Fund | 8.53% | 13.04% | 9.01% | 3.32% | -5.47% | 16.13% | 6.07% |
Returns By Period
In the year-to-date period, ECOIX achieves a 4.78% return, which is significantly lower than BGLYX's 8.53% return.
ECOIX
- 1D
- 1.18%
- 1M
- -3.87%
- YTD
- 4.78%
- 6M
- 5.49%
- 1Y
- 27.05%
- 3Y*
- 4.90%
- 5Y*
- 1.70%
- 10Y*
- —
BGLYX
- 1D
- 0.48%
- 1M
- -4.56%
- YTD
- 8.53%
- 6M
- 9.80%
- 1Y
- 17.54%
- 3Y*
- 10.89%
- 5Y*
- 8.15%
- 10Y*
- 7.28%
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ECOIX vs. BGLYX - Expense Ratio Comparison
ECOIX has a 0.91% expense ratio, which is lower than BGLYX's 1.00% expense ratio.
Return for Risk
ECOIX vs. BGLYX — Risk / Return Rank
ECOIX
BGLYX
ECOIX vs. BGLYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ecofin Global Renewables Infrastructure Fund (ECOIX) and Brookfield Global Listed Infrastructure Fund (BGLYX). 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.
| ECOIX | BGLYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 1.52 | +0.31 |
Sortino ratioReturn per unit of downside risk | 2.40 | 2.04 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.29 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 3.15 | 2.45 | +0.70 |
Martin ratioReturn relative to average drawdown | 9.55 | 9.89 | -0.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ECOIX | BGLYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 1.52 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.61 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.48 | -0.17 |
Correlation
The correlation between ECOIX and BGLYX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ECOIX vs. BGLYX - Dividend Comparison
ECOIX's dividend yield for the trailing twelve months is around 3.57%, less than BGLYX's 28.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECOIX Ecofin Global Renewables Infrastructure Fund | 3.57% | 3.74% | 3.26% | 3.75% | 3.11% | 4.26% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BGLYX Brookfield Global Listed Infrastructure Fund | 28.55% | 30.30% | 1.89% | 1.88% | 7.34% | 4.53% | 3.71% | 3.94% | 4.31% | 4.03% | 4.09% | 4.03% |
Drawdowns
ECOIX vs. BGLYX - Drawdown Comparison
The maximum ECOIX drawdown since its inception was -38.64%, which is greater than BGLYX's maximum drawdown of -36.54%. Use the drawdown chart below to compare losses from any high point for ECOIX and BGLYX.
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Drawdown Indicators
| ECOIX | BGLYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.64% | -36.54% | -2.10% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -7.55% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -37.60% | -20.94% | -16.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.54% | — |
Current DrawdownCurrent decline from peak | -4.26% | -4.56% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -15.22% | -7.92% | -7.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 1.87% | +1.07% |
Volatility
ECOIX vs. BGLYX - Volatility Comparison
Ecofin Global Renewables Infrastructure Fund (ECOIX) has a higher volatility of 5.24% compared to Brookfield Global Listed Infrastructure Fund (BGLYX) at 3.90%. This indicates that ECOIX's price experiences larger fluctuations and is considered to be riskier than BGLYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ECOIX | BGLYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 3.90% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 7.35% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.88% | 12.09% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.26% | 13.46% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 15.62% | +1.83% |