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IFRA vs. IXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IFRA vs. IXC

Last updated Jun 14, 2026

IFRA (iShares U.S. Infrastructure ETF) and IXC (iShares Global Energy ETF) are both exchange-traded funds - IFRA is a Industrials Equities fund tracking the NYSE FactSet U.S. Infrastructure Index, while IXC is a Energy Equities fund tracking the S&P Global 1200 Energy Capped Index. Both are passively managed. Over the past 5 years, IFRA returned 13.16%/yr vs 19.14%/yr for IXC. A 0.57 correlation means they provide meaningful diversification when combined. IFRA charges 0.30%/yr vs 0.40%/yr for IXC.

Performance

IFRA vs. IXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Infrastructure ETF (IFRA) and iShares Global Energy ETF (IXC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IFRA achieves a 18.48% return, which is significantly lower than IXC's 29.17% return.

IFRA

1D
1.29%
1M
2.41%
YTD
18.48%
6M
17.32%
1Y
31.06%
3Y*
19.49%
5Y*
13.16%
10Y*
—

IXC

1D
0.28%
1M
-3.42%
YTD
29.17%
6M
28.84%
1Y
36.66%
3Y*
17.43%
5Y*
19.14%
10Y*
10.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IFRA vs. IXC - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
IFRA
iShares U.S. Infrastructure ETF		18.48%15.90%17.02%13.42%-3.32%29.81%7.37%27.00%-7.97%
IXC
iShares Global Energy ETF		29.17%13.98%1.95%3.92%48.51%40.88%-31.00%12.67%-11.26%

Correlation

The correlation between IFRA and IXC is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

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

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Apr 5, 2018

0.57

Over the past year, the correlation between IFRA and IXC has dropped to 0.13 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.

IFRA vs. IXC - Sectors Allocation Comparison

Sectors
IFRA
IXC

Industrials

39.4%

-

Utilities

37.7%

-

Basic Materials

14.7%

-

Energy

7.9%
100.0%

Consumer Cyclical

0.0%

-

Consumer Defensive

0.0%

-

Communication Services

-

-

Financial Services

-

-

Healthcare

-

-

Real Estate

-

-

Technology

-

-

Industrials

IFRA
39.4%
IXC

-

Utilities

IFRA
37.7%
IXC

-

Basic Materials

IFRA
14.7%
IXC

-

Energy

IFRA
7.9%
IXC
100.0%

Consumer Cyclical

IFRA
0.0%
IXC

-

Consumer Defensive

IFRA
0.0%
IXC

-

Communication Services

IFRA

-

IXC

-

Financial Services

IFRA

-

IXC

-

Healthcare

IFRA

-

IXC

-

Real Estate

IFRA

-

IXC

-

Technology

IFRA

-

IXC

-

Compare stocks, funds, or ETFs

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iShares U.S. Infrastructure ETF

iShares Global Energy ETF

Often compared with IFRA:
IFRA vs. PAVEIFRA vs. IGFIFRA vs. NFRAIFRA vs. GIIIFRA vs. VOOIFRA vs. FNDAIFRA vs. IYH
Often compared with IXC:
IXC vs. XLEIXC vs. VDEIXC vs. IYEIXC vs. OIHIXC vs. IUES.LIXC vs. DDMIXC vs. XDW0.DE

Return for Risk

IFRA vs. IXC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IFRA
IFRA Risk / Return Rank: 7373
Overall Rank
IFRA Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
IFRA Sortino Ratio Rank: 7575
Sortino Ratio Rank
IFRA Omega Ratio Rank: 6363
Omega Ratio Rank
IFRA Calmar Ratio Rank: 7878
Calmar Ratio Rank
IFRA Martin Ratio Rank: 7878
Martin Ratio Rank
IXC
IXC Risk / Return Rank: 7373
Overall Rank
IXC Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 6969
Sortino Ratio Rank
IXC Omega Ratio Rank: 6767
Omega Ratio Rank
IXC Calmar Ratio Rank: 8585
Calmar Ratio Rank
IXC Martin Ratio Rank: 7171
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.

IFRA vs. IXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Infrastructure ETF (IFRA) and iShares Global Energy ETF (IXC). 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.

IFRAIXCDifference
Sharpe ratioReturn per unit of total volatility
1.97
2.08

-0.11

Sortino ratioReturn per unit of downside risk
2.89
2.70

+0.19

Omega ratioGain probability vs. loss probability

1.33

1.34

-0.01

Calmar ratioReturn relative to maximum drawdown

3.55

4.05

-0.50

Martin ratioReturn relative to average drawdown

12.99

11.55

+1.44

IFRA vs. IXC - Sharpe Ratio Comparison

The current IFRA Sharpe Ratio is 1.97, which is comparable to the IXC Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of IFRA and IXC, 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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Drawdowns

IFRA vs. IXC - Drawdown Comparison

The maximum IFRA drawdown since its inception was -41.06%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for IFRA and IXC.

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Drawdown Indicators

IFRAIXCDifference

Max Drawdown

Largest peak-to-trough decline

-41.06%

-67.88%

+26.82%

Max Drawdown (1Y)

Largest decline over 1 year

-8.40%

-9.66%

+1.26%

Max Drawdown (3Y)

Largest decline over 3 years

-19.93%

-19.06%

-0.87%

Max Drawdown (5Y)

Largest decline over 5 years

-19.93%

-24.93%

+5.00%

Max Drawdown (10Y)

Largest decline over 10 years

—

-64.16%

—

Current Drawdown

Current decline from peak

-1.30%

-7.04%

+5.74%

Average Drawdown

Average peak-to-trough decline

-5.13%

-17.47%

+12.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.30%

3.38%

-1.08%

Volatility

IFRA vs. IXC - Volatility Comparison

The current volatility for iShares U.S. Infrastructure ETF (IFRA) is 5.38%, while iShares Global Energy ETF (IXC) has a volatility of 6.44%. This indicates that IFRA experiences smaller price fluctuations and is considered to be less risky than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IFRAIXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.38%

6.44%

-1.06%

Volatility (6M)

Calculated over the trailing 6-month period

11.69%

15.63%

-3.94%

Volatility (1Y)

Calculated over the trailing 1-year period

15.13%

18.79%

-3.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.98%

23.53%

-5.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.37%

26.84%

-5.47%

IFRA vs. IXC - Expense Ratio Comparison

IFRA has a 0.30% expense ratio, which is lower than IXC's 0.40% expense ratio.

Dividends

IFRA vs. IXC - Dividend Comparison

IFRA's dividend yield for the trailing twelve months is around 1.57%, less than IXC's 2.85% yield.

PositionTTM20252024202320222021202020192018201720162015
IFRA
iShares U.S. Infrastructure ETF		1.57%1.84%1.75%1.98%1.98%1.63%2.08%1.68%2.50%0.00%0.00%0.00%
IXC
iShares Global Energy ETF		2.85%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%

Frequently Asked Questions

IFRA and IXC have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXC has higher volatility (6.44%) compared to IFRA (5.38%). In terms of maximum drawdown, IFRA dropped -41.06% vs IXC's -67.88%.

On 5-year performance, IXC leads with 19.14% vs 13.16% for IFRA. On fees, IFRA is cheaper at 0.30% per year. On volatility, IFRA has been the lower-risk option at 5.38%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IXC has performed better with a 19.14% return vs 13.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IFRA is cheaper with a 0.30% expense ratio, compared with 0.40% for IXC.

IXC has the higher dividend yield at 2.85%, compared with 1.57% for IFRA.

IFRA is categorized as Industrials Equities, while IXC is Energy Equities. IFRA tracks NYSE FactSet U.S. Infrastructure Index, while IXC tracks S&P Global 1200 Energy Capped Index. Their fees differ too: 0.30% for IFRA and 0.40% for IXC.

IXC currently has the higher Sharpe Ratio (2.08 vs 1.97), 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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