IFRA vs. IYE
Compare and contrast key facts about iShares U.S. Infrastructure ETF (IFRA) and iShares U.S. Energy ETF (IYE).
IFRA and IYE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IYE is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Oil & Gas Index. It was launched on Jun 12, 2000. Both IFRA and IYE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IFRA or IYE.
Key characteristics
| IFRA | IYE | |
|---|---|---|
| YTD Return | 5.27% | 11.45% |
| 1Y Return | 16.04% | 13.96% |
| 3Y Return (Ann) | 7.82% | 26.97% |
| 5Y Return (Ann) | 11.98% | 11.92% |
| Sharpe Ratio | 1.02 | 0.66 |
| Daily Std Dev | 15.89% | 19.07% |
| Max Drawdown | -41.06% | -73.85% |
| Current Drawdown | -2.61% | -4.49% |
Correlation
The correlation between IFRA and IYE is 0.64, 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.
Performance
IFRA vs. IYE - Performance Comparison
In the year-to-date period, IFRA achieves a 5.27% return, which is significantly lower than IYE's 11.45% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IFRA vs. IYE - Expense Ratio Comparison
IFRA has a 0.40% expense ratio, which is lower than IYE's 0.42% expense ratio.
Risk-Adjusted Performance
IFRA vs. IYE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Infrastructure ETF (IFRA) and iShares U.S. Energy ETF (IYE). 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
IFRA vs. IYE - Dividend Comparison
IFRA's dividend yield for the trailing twelve months is around 1.85%, less than IYE's 2.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFRA iShares U.S. Infrastructure ETF | 1.85% | 1.98% | 1.98% | 1.63% | 2.08% | 1.68% | 2.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYE iShares U.S. Energy ETF | 2.53% | 2.99% | 3.37% | 2.98% | 4.75% | 6.52% | 3.06% | 2.61% | 2.04% | 3.31% | 1.99% | 1.49% |
Drawdowns
IFRA vs. IYE - Drawdown Comparison
The maximum IFRA drawdown since its inception was -41.06%, smaller than the maximum IYE drawdown of -73.85%. Use the drawdown chart below to compare losses from any high point for IFRA and IYE. For additional features, visit the drawdowns tool.
Volatility
IFRA vs. IYE - Volatility Comparison
The current volatility for iShares U.S. Infrastructure ETF (IFRA) is 3.92%, while iShares U.S. Energy ETF (IYE) has a volatility of 4.59%. This indicates that IFRA experiences smaller price fluctuations and is considered to be less risky than IYE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.