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ELFY vs. BILT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ELFY vs. BILT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Electrification Infrastructure ETF (ELFY) and iShares Infrastructure Active ETF (BILT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ELFY achieves a 29.07% return, which is significantly higher than BILT's 12.39% return.


ELFY

1D
-0.67%
1M
3.53%
YTD
29.07%
6M
26.90%
1Y
47.53%
3Y*
5Y*
10Y*

BILT

1D
0.00%
1M
-1.24%
YTD
12.39%
6M
11.87%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ELFY vs. BILT - Yearly Performance Comparison


Correlation

The correlation between ELFY and BILT is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 1, 2025

0.46

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Return for Risk

ELFY vs. BILT — Risk / Return Rank

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

ELFY
ELFY Risk / Return Rank: 7979
Overall Rank
ELFY Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
ELFY Sortino Ratio Rank: 7373
Sortino Ratio Rank
ELFY Omega Ratio Rank: 6969
Omega Ratio Rank
ELFY Calmar Ratio Rank: 9090
Calmar Ratio Rank
ELFY Martin Ratio Rank: 8686
Martin Ratio Rank

BILT
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.

ELFY vs. BILT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Electrification Infrastructure ETF (ELFY) 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.


ELFYBILTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.42

Calmar ratioReturn relative to maximum drawdown

5.70

Martin ratioReturn relative to average drawdown

18.16

ELFY vs. BILT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ELFYBILTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.52

Sharpe Ratio (All Time)

Calculated using the full available price history

3.36

2.00

+1.36

Drawdowns

ELFY vs. BILT - Drawdown Comparison

The maximum ELFY drawdown since its inception was -8.37%, which is greater than BILT's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for ELFY and BILT.


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Drawdown Indicators


ELFYBILTDifference

Max Drawdown

Largest peak-to-trough decline

-8.37%

-5.38%

-2.99%

Max Drawdown (1Y)

Largest decline over 1 year

-8.37%

Current Drawdown

Current decline from peak

-0.67%

-2.36%

+1.69%

Average Drawdown

Average peak-to-trough decline

-1.60%

-1.44%

-0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.62%

Volatility

ELFY vs. BILT - Volatility Comparison


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Volatility by Period


ELFYBILTDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.28%

Volatility (6M)

Calculated over the trailing 6-month period

14.87%

Volatility (1Y)

Calculated over the trailing 1-year period

18.98%

10.28%

+8.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.99%

10.28%

+8.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.99%

10.28%

+8.71%

ELFY vs. BILT - Expense Ratio Comparison

ELFY has a 0.50% expense ratio, which is lower than BILT's 0.60% expense ratio.


Dividends

ELFY vs. BILT - Dividend Comparison

ELFY's dividend yield for the trailing twelve months is around 0.82%, less than BILT's 1.33% yield.


Frequently Asked Questions


ELFY and BILT have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ELFY is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ELFY is cheaper with a 0.50% expense ratio, compared with 0.60% for BILT.

BILT has the higher dividend yield at 1.33%, compared with 0.82% for ELFY.

They also come from different issuers: ALPS and iShares. Their fees differ too: 0.50% for ELFY and 0.60% for BILT.

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