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IEZ vs. INFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IEZ vs. INFR

Last updated Jun 4, 2026

IEZ (iShares U.S. Oil Equipment & Services ETF) and INFR (ClearBridge Sustainable Infrastructure ETF) are both Energy Equities funds - IEZ tracks the Dow Jones U.S. Select Oil Equipment & Services Index while INFR tracks the RARE Global Infrastructure Index. Both are passively managed. Over the past 3 years, IEZ returned 19.17%/yr vs 5.55%/yr for INFR. At a 0.19 correlation, their price movements are largely independent. IEZ charges 0.42%/yr vs 0.59%/yr for INFR.

Performance

IEZ vs. INFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Oil Equipment & Services ETF (IEZ) and ClearBridge Sustainable Infrastructure ETF (INFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IEZ achieves a 47.84% return, which is significantly higher than INFR's 1.41% return.

IEZ

1D
0.03%
1M
-3.54%
YTD
47.84%
6M
42.02%
1Y
85.10%
3Y*
19.17%
5Y*
13.91%
10Y*
-0.13%

INFR

1D
0.00%
1M
0.00%
YTD
1.41%
6M
0.97%
1Y
7.79%
3Y*
5.55%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEZ vs. INFR - Yearly Performance Comparison

2026 (YTD)2025202420232022
IEZ
iShares U.S. Oil Equipment & Services ETF		47.84%7.51%-8.15%4.43%8.22%
INFR
ClearBridge Sustainable Infrastructure ETF		1.41%24.00%-6.23%5.20%-0.19%

Correlation

The correlation between IEZ and INFR is 0.06, 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

0.06

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

0.17

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2022

0.19

The correlation between IEZ and INFR shifts across timeframes, from 0.06 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.

IEZ vs. INFR - Sectors Allocation Comparison

Sectors
IEZ
INFR

Energy

98.8%

-

Utilities

1.0%
68.5%

Industrials

0.6%
27.5%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Real Estate

-

4.1%

Technology

-

-

Energy

IEZ
98.8%
INFR

-

Utilities

IEZ
1.0%
INFR
68.5%

Industrials

IEZ
0.6%
INFR
27.5%

Basic Materials

IEZ

-

INFR

-

Communication Services

IEZ

-

INFR

-

Consumer Cyclical

IEZ

-

INFR

-

Consumer Defensive

IEZ

-

INFR

-

Financial Services

IEZ

-

INFR

-

Healthcare

IEZ

-

INFR

-

Real Estate

IEZ

-

INFR
4.1%

Technology

IEZ

-

INFR

-

Compare stocks, funds, or ETFs

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iShares U.S. Oil Equipment & Services ETF

ClearBridge Sustainable Infrastructure ETF

Often compared with IEZ:
IEZ vs. XESIEZ vs. XOPIEZ vs. FCGIEZ vs. EZUIEZ vs. IEOIEZ vs. IBBQIEZ vs. USO
Often compared with INFR:
INFR vs. DTCRINFR vs. IGFINFR vs. ICAPINFR vs. GIN.LINFR vs. SPYINFR vs. EFAVINFR vs. QUAL

Return for Risk

IEZ vs. INFR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IEZ
IEZ Risk / Return Rank: 8787
Overall Rank
IEZ Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
IEZ Sortino Ratio Rank: 8282
Sortino Ratio Rank
IEZ Omega Ratio Rank: 7777
Omega Ratio Rank
IEZ Calmar Ratio Rank: 9595
Calmar Ratio Rank
IEZ Martin Ratio Rank: 9292
Martin Ratio Rank
INFR
INFR Risk / Return Rank: 2727
Overall Rank
INFR Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
INFR Sortino Ratio Rank: 2525
Sortino Ratio Rank
INFR Omega Ratio Rank: 3131
Omega Ratio Rank
INFR Calmar Ratio Rank: 2626
Calmar Ratio Rank
INFR Martin Ratio Rank: 2828
Martin Ratio Rank
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.

IEZ vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Oil Equipment & Services ETF (IEZ) 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.

IEZINFRDifference
Sharpe ratioReturn per unit of total volatility
3.00
0.93

+2.08

Sortino ratioReturn per unit of downside risk
3.71
1.36

+2.36

Omega ratioGain probability vs. loss probability

1.46

1.21

+0.26

Calmar ratioReturn relative to maximum drawdown

8.29

1.28

+7.01

Martin ratioReturn relative to average drawdown

22.60

3.97

+18.64

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IEZ vs. INFR - Sharpe Ratio Comparison

The current IEZ Sharpe Ratio is 3.00, which is higher than the INFR Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of IEZ and INFR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

IEZINFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.00

0.93

+2.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.00

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.04

0.46

-0.49

Drawdowns

IEZ vs. INFR - Drawdown Comparison

The maximum IEZ drawdown since its inception was -92.52%, which is greater than INFR's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for IEZ and INFR.

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Drawdown Indicators

IEZINFRDifference

Max Drawdown

Largest peak-to-trough decline

-92.52%

-19.28%

-73.24%

Max Drawdown (1Y)

Largest decline over 1 year

-10.32%

-6.43%

-3.89%

Max Drawdown (3Y)

Largest decline over 3 years

-40.25%

-18.55%

-21.70%

Max Drawdown (5Y)

Largest decline over 5 years

-40.25%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-88.29%

—

—

Current Drawdown

Current decline from peak

-51.21%

-0.70%

-50.51%

Average Drawdown

Average peak-to-trough decline

-48.26%

-4.93%

-43.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.78%

2.04%

+1.74%

Volatility

IEZ vs. INFR - Volatility Comparison

iShares U.S. Oil Equipment & Services ETF (IEZ) has a higher volatility of 7.95% compared to ClearBridge Sustainable Infrastructure ETF (INFR) at 0.00%. This indicates that IEZ's price experiences larger fluctuations and is considered to be riskier than INFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IEZINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.95%

0.00%

+7.95%

Volatility (6M)

Calculated over the trailing 6-month period

20.11%

3.79%

+16.32%

Volatility (1Y)

Calculated over the trailing 1-year period

28.62%

9.00%

+19.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.35%

14.26%

+22.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.56%

14.26%

+27.30%

IEZ vs. INFR - Expense Ratio Comparison

IEZ has a 0.42% expense ratio, which is lower than INFR's 0.59% expense ratio.

Dividends

IEZ vs. INFR - Dividend Comparison

IEZ's dividend yield for the trailing twelve months is around 1.18%, less than INFR's 2.49% yield.

PositionTTM20252024202320222021202020192018201720162015
IEZ
iShares U.S. Oil Equipment & Services ETF		1.18%1.87%1.76%0.97%0.65%1.20%2.07%2.28%1.81%3.42%0.91%2.40%
INFR
ClearBridge Sustainable Infrastructure ETF		2.49%2.52%2.36%3.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IEZ and INFR have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IEZ has higher volatility (7.95%) compared to INFR (0.00%). In terms of maximum drawdown, IEZ dropped -92.52% vs INFR's -19.28%.

On 3-year performance, IEZ leads with 19.17% vs 5.55% for INFR. On fees, IEZ is cheaper at 0.42% per year. On volatility, INFR has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, IEZ has performed better with a 19.17% return vs 5.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IEZ is cheaper with a 0.42% expense ratio, compared with 0.59% for INFR.

INFR has the higher dividend yield at 2.49%, compared with 1.18% for IEZ.

IEZ tracks Dow Jones U.S. Select Oil Equipment & Services Index, while INFR tracks RARE Global Infrastructure Index. They also come from different issuers: iShares and ClearBridge. Their fees differ too: 0.42% for IEZ and 0.59% for INFR.

IEZ currently has the higher Sharpe Ratio (3.00 vs 0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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