GLIFX vs. IGF
Compare and contrast key facts about Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) and iShares Global Infrastructure ETF (IGF).
GLIFX is managed by Lazard. IGF is a passively managed fund by iShares that tracks the performance of the S&P Global Infrastructure Index. It was launched on Dec 10, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLIFX or IGF.
Correlation
The correlation between GLIFX and IGF 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.
Performance
GLIFX vs. IGF - Performance Comparison
Key characteristics
GLIFX:
1.47
IGF:
1.87
GLIFX:
1.96
IGF:
2.48
GLIFX:
1.27
IGF:
1.36
GLIFX:
2.47
IGF:
3.04
GLIFX:
5.89
IGF:
11.29
GLIFX:
2.80%
IGF:
2.36%
GLIFX:
11.19%
IGF:
14.23%
GLIFX:
-29.65%
IGF:
-58.33%
GLIFX:
0.00%
IGF:
0.00%
Returns By Period
In the year-to-date period, GLIFX achieves a 8.15% return, which is significantly higher than IGF's 6.05% return. Both investments have delivered pretty close results over the past 10 years, with GLIFX having a 5.32% annualized return and IGF not far ahead at 5.57%.
GLIFX
8.15%
2.94%
3.77%
14.27%
8.57%
5.32%
IGF
6.05%
1.43%
1.92%
23.27%
12.26%
5.57%
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GLIFX vs. IGF - Expense Ratio Comparison
GLIFX has a 0.97% expense ratio, which is higher than IGF's 0.46% expense ratio.
Risk-Adjusted Performance
GLIFX vs. IGF — Risk-Adjusted Performance Rank
GLIFX
IGF
GLIFX vs. IGF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) and iShares Global Infrastructure ETF (IGF). 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.
Dividends
GLIFX vs. IGF - Dividend Comparison
GLIFX's dividend yield for the trailing twelve months is around 2.56%, less than IGF's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 2.56% | 3.33% | 2.95% | 5.87% | 4.34% | 2.59% | 4.44% | 5.30% | 1.82% | 2.42% | 8.73% | 7.55% |
IGF iShares Global Infrastructure ETF | 3.03% | 3.21% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.99% | 3.24% | 3.00% |
Drawdowns
GLIFX vs. IGF - Drawdown Comparison
The maximum GLIFX drawdown since its inception was -29.65%, smaller than the maximum IGF drawdown of -58.33%. Use the drawdown chart below to compare losses from any high point for GLIFX and IGF. For additional features, visit the drawdowns tool.
Volatility
GLIFX vs. IGF - Volatility Comparison
The current volatility for Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) is 5.33%, while iShares Global Infrastructure ETF (IGF) has a volatility of 8.42%. This indicates that GLIFX experiences smaller price fluctuations and is considered to be less risky than IGF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.