GXPE vs. BKGI
GXPE (Global X PureCap MSCI Energy ETF) and BKGI (Bny Mellon Global Infrastructure Income ETF) are both Energy Equities funds. GXPE is passively managed, while BKGI is actively managed. At a 0.10 correlation, their price movements are largely independent. GXPE charges 0.15%/yr vs 0.65%/yr for BKGI.
Performance
GXPE vs. BKGI - Performance Comparison
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Returns By Period
In the year-to-date period, GXPE achieves a 20.25% return, which is significantly higher than BKGI's 11.78% return.
GXPE
- 1D
- -1.80%
- 1M
- -9.28%
- YTD
- 20.25%
- 6M
- 21.31%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BKGI
- 1D
- -0.47%
- 1M
- -3.42%
- YTD
- 11.78%
- 6M
- 11.93%
- 1Y
- 19.78%
- 3Y*
- 21.92%
- 5Y*
- —
- 10Y*
- —
GXPE vs. BKGI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GXPE Global X PureCap MSCI Energy ETF | 20.25% | 4.62% |
BKGI Bny Mellon Global Infrastructure Income ETF | 11.78% | 4.66% |
Correlation
The correlation between GXPE and BKGI is 0.10, 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 Jul 23, 2025 | 0.10 |
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Return for Risk
GXPE vs. BKGI — Risk / Return Rank
GXPE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BKGI
GXPE vs. BKGI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X PureCap MSCI Energy ETF (GXPE) and Bny Mellon Global Infrastructure Income ETF (BKGI). 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.
| GXPE | BKGI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.23 | — |
| Martin ratioReturn relative to average drawdown | — | 10.05 | — |
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Drawdowns
GXPE vs. BKGI - Drawdown Comparison
The maximum GXPE drawdown since its inception was -14.89%, roughly equal to the maximum BKGI drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for GXPE and BKGI.
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Drawdown Indicators
| GXPE | BKGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.89% | -14.79% | -0.10% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.16% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.16% | — |
Current DrawdownCurrent decline from peak | -14.64% | -3.50% | -11.14% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -2.56% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.97% | — |
Volatility
GXPE vs. BKGI - Volatility Comparison
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Volatility by Period
| GXPE | BKGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.31% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.28% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.74% | 11.59% | +9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.74% | 14.02% | +6.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.74% | 14.02% | +6.72% |
GXPE vs. BKGI - Expense Ratio Comparison
GXPE has a 0.15% expense ratio, which is lower than BKGI's 0.65% expense ratio.
Dividends
GXPE vs. BKGI - Dividend Comparison
GXPE's dividend yield for the trailing twelve months is around 1.00%, less than BKGI's 2.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BKGI Bny Mellon Global Infrastructure Income ETF | 2.70% | 2.65% | 4.55% | 4.55% | 0.53% |
GXPE Global X PureCap MSCI Energy ETF | 1.00% | 1.20% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GXPE and BKGI have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GXPE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GXPE is cheaper with a 0.15% expense ratio, compared with 0.65% for BKGI.
BKGI has the higher dividend yield at 2.70%, compared with 1.00% for GXPE.
They also come from different issuers: Global X and BNY Mellon. Their fees differ too: 0.15% for GXPE and 0.65% for BKGI.
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