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 0.75, 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:
0.81
IGF:
2.12
GLIFX:
1.17
IGF:
2.84
GLIFX:
1.15
IGF:
1.37
GLIFX:
1.20
IGF:
2.97
GLIFX:
2.91
IGF:
11.78
GLIFX:
2.84%
IGF:
2.10%
GLIFX:
10.23%
IGF:
11.70%
GLIFX:
-29.65%
IGF:
-58.33%
GLIFX:
-1.49%
IGF:
-1.00%
Returns By Period
In the year-to-date period, GLIFX achieves a 2.94% return, which is significantly lower than IGF's 3.86% return. Over the past 10 years, GLIFX has underperformed IGF with an annualized return of 5.07%, while IGF has yielded a comparatively higher 5.63% annualized return.
GLIFX
2.94%
1.84%
3.01%
7.62%
3.07%
5.07%
IGF
3.86%
0.11%
6.82%
23.91%
4.74%
5.63%
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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 3.23%, more than IGF's 3.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 3.23% | 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 | 3.09% | 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 2.55%, while iShares Global Infrastructure ETF (IGF) has a volatility of 3.88%. 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.