IFRA vs. GLFOX
Compare and contrast key facts about iShares U.S. Infrastructure ETF (IFRA) and Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX).
IFRA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet U.S. Infrastructure Index. It was launched on Apr 3, 2018. GLFOX is managed by Lazard. It was launched on Dec 31, 2009.
Performance
IFRA vs. GLFOX - Performance Comparison
Loading graphics...
IFRA vs. GLFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IFRA iShares U.S. Infrastructure ETF | 9.22% | 15.90% | 17.02% | 13.42% | -3.32% | 29.81% | 7.37% | 27.00% | -8.57% |
GLFOX Lazard Global Listed Infrastructure Portfolio Open Shares | 5.88% | 23.53% | 6.43% | 10.59% | -1.59% | 19.67% | -4.71% | 21.95% | 1.18% |
Returns By Period
In the year-to-date period, IFRA achieves a 9.22% return, which is significantly higher than GLFOX's 5.88% return.
IFRA
- 1D
- 1.73%
- 1M
- -4.77%
- YTD
- 9.22%
- 6M
- 9.42%
- 1Y
- 29.26%
- 3Y*
- 17.55%
- 5Y*
- 12.58%
- 10Y*
- —
GLFOX
- 1D
- 1.38%
- 1M
- -7.06%
- YTD
- 5.88%
- 6M
- 11.00%
- 1Y
- 22.84%
- 3Y*
- 13.81%
- 5Y*
- 11.85%
- 10Y*
- 9.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IFRA vs. GLFOX - Expense Ratio Comparison
IFRA has a 0.30% expense ratio, which is lower than GLFOX's 1.22% expense ratio.
Return for Risk
IFRA vs. GLFOX — Risk / Return Rank
IFRA
GLFOX
IFRA vs. GLFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Infrastructure ETF (IFRA) and Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX). 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.
| IFRA | GLFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.72 | 2.20 | -0.48 |
Sortino ratioReturn per unit of downside risk | 2.43 | 2.79 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.42 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.74 | 2.71 | +0.04 |
Martin ratioReturn relative to average drawdown | 11.75 | 11.32 | +0.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IFRA | GLFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.72 | 2.20 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 1.11 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.83 | -0.23 |
Correlation
The correlation between IFRA and GLFOX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IFRA vs. GLFOX - Dividend Comparison
IFRA's dividend yield for the trailing twelve months is around 1.70%, less than GLFOX's 6.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFRA iShares U.S. Infrastructure ETF | 1.70% | 1.84% | 1.75% | 1.98% | 1.98% | 1.63% | 2.08% | 1.68% | 2.50% | 0.00% | 0.00% | 0.00% |
GLFOX Lazard Global Listed Infrastructure Portfolio Open Shares | 6.18% | 6.03% | 4.00% | 2.69% | 14.50% | 6.02% | 2.39% | 4.20% | 13.99% | 6.82% | 2.07% | 11.01% |
Drawdowns
IFRA vs. GLFOX - Drawdown Comparison
The maximum IFRA drawdown since its inception was -41.06%, which is greater than GLFOX's maximum drawdown of -29.65%. Use the drawdown chart below to compare losses from any high point for IFRA and GLFOX.
Loading graphics...
Drawdown Indicators
| IFRA | GLFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -29.65% | -11.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -9.01% | -1.67% |
Max Drawdown (5Y)Largest decline over 5 years | -19.93% | -17.14% | -2.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.65% | — |
Current DrawdownCurrent decline from peak | -5.08% | -7.06% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -5.21% | -3.41% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.16% | +0.34% |
Volatility
IFRA vs. GLFOX - Volatility Comparison
iShares U.S. Infrastructure ETF (IFRA) has a higher volatility of 5.31% compared to Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) at 4.59%. This indicates that IFRA's price experiences larger fluctuations and is considered to be riskier than GLFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IFRA | GLFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 4.59% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.31% | 7.39% | +2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.12% | 10.76% | +6.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.80% | 10.71% | +7.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.45% | 13.27% | +8.18% |