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FTXN vs. INFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FTXN vs. INFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Nasdaq Oil & Gas ETF (FTXN) and ClearBridge Sustainable Infrastructure ETF (INFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


FTXN

1D
0.68%
1M
4.41%
6M
23.48%
YTD
29.38%
1Y
34.19%
3Y*
13.28%
5Y*
19.97%
10Y*

INFR

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

FTXN vs. INFR - Yearly Performance Comparison


2026 (YTD)2025202420232022
FTXN
First Trust Nasdaq Oil & Gas ETF
29.38%-0.17%4.06%4.91%2.13%
INFR
ClearBridge Sustainable Infrastructure ETF
1.41%24.00%-6.23%5.20%-0.19%

Correlation

The correlation between FTXN and INFR is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2022

0.18

The correlation between FTXN and INFR shifts across timeframes, from 0.08 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.

FTXN vs. INFR - Sectors Allocation Comparison


Sectors
FTXN
INFR

Energy

100.0%

-

Industrials

2.3%
27.5%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Real Estate

-

4.1%

Technology

-

-

Utilities

-

68.5%

Energy

FTXN
100.0%
INFR

-

Industrials

FTXN
2.3%
INFR
27.5%

Basic Materials

FTXN

-

INFR

-

Communication Services

FTXN

-

INFR

-

Consumer Cyclical

FTXN

-

INFR

-

Consumer Defensive

FTXN

-

INFR

-

Financial Services

FTXN

-

INFR

-

Healthcare

FTXN

-

INFR

-

Real Estate

FTXN

-

INFR
4.1%

Technology

FTXN

-

INFR

-

Utilities

FTXN

-

INFR
68.5%

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Return for Risk

FTXN vs. INFR — Risk / Return Rank

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

FTXN
FTXN Risk / Return Rank: 4949
Overall Rank
FTXN Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
FTXN Sortino Ratio Rank: 4949
Sortino Ratio Rank
FTXN Omega Ratio Rank: 4646
Omega Ratio Rank
FTXN Calmar Ratio Rank: 5252
Calmar Ratio Rank
FTXN Martin Ratio Rank: 4242
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) 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.

FTXN vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Oil & Gas ETF (FTXN) 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.


FTXNINFRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

2.09

Martin ratioReturn relative to average drawdown

5.36

FTXN vs. INFR - Sharpe Ratio Comparison


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Drawdowns

FTXN vs. INFR - Drawdown Comparison


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Drawdown Indicators


FTXNINFRDifference

Max Drawdown

Largest peak-to-trough decline

-73.49%

Max Drawdown (1Y)

Largest decline over 1 year

-16.42%

Max Drawdown (3Y)

Largest decline over 3 years

-26.96%

Max Drawdown (5Y)

Largest decline over 5 years

-29.97%

Current Drawdown

Current decline from peak

-9.69%

Average Drawdown

Average peak-to-trough decline

-19.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.40%

Volatility

FTXN vs. INFR - Volatility Comparison


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Volatility by Period


FTXNINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.63%

Volatility (6M)

Calculated over the trailing 6-month period

18.33%

Volatility (1Y)

Calculated over the trailing 1-year period

23.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.73%

FTXN vs. INFR - Expense Ratio Comparison

FTXN has a 0.60% expense ratio, which is higher than INFR's 0.59% expense ratio.


Dividends

FTXN vs. INFR - Dividend Comparison

FTXN's dividend yield for the trailing twelve months is around 1.81%, while INFR has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
FTXN
First Trust Nasdaq Oil & Gas ETF
1.81%2.83%2.51%3.41%2.26%1.04%1.76%2.72%2.16%1.78%0.20%
INFR
ClearBridge Sustainable Infrastructure ETF
1.71%2.52%2.36%3.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FTXN and INFR have a correlation of 0.08, 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 0.60% for FTXN.

FTXN has the higher dividend yield at 1.81%, compared with 1.71% for INFR.

FTXN tracks Nasdaq U.S. Smart Oil & Gas Index, while INFR tracks RARE Global Infrastructure Index. They also come from different issuers: First Trust and ClearBridge. Their fees differ too: 0.60% for FTXN and 0.59% for INFR.

Portfolio Optimizer

Find the right allocation for FTXN and INFR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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