PortfoliosLab logoPortfoliosLab logo
IFRA vs. TEMP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IFRA vs. TEMP - Performance Comparison

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

Loading charts...

Returns By Period


IFRA

1D
0.78%
1M
-1.89%
YTD
17.78%
6M
17.29%
1Y
30.32%
3Y*
20.60%
5Y*
13.21%
10Y*

TEMP

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IFRA vs. TEMP - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IFRA
iShares U.S. Infrastructure ETF
17.78%15.90%17.02%13.42%-3.32%4.59%
TEMP
JPMorgan Climate Change Solutions ETF
0.00%18.26%8.50%10.19%-21.11%1.71%

Correlation

The correlation between IFRA and TEMP is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.68

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2021

0.73

Over the past year, the correlation between IFRA and TEMP has dropped to 0.37 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.

IFRA vs. TEMP - Sectors Allocation Comparison


Sectors
IFRA
TEMP

Industrials

39.4%
58.3%

Utilities

37.7%
18.8%

Basic Materials

14.7%
3.7%

Energy

7.9%

-

Consumer Cyclical

0.0%
3.5%

Consumer Defensive

0.0%

-

Communication Services

-

-

Financial Services

-

2.1%

Healthcare

-

-

Real Estate

-

-

Technology

-

13.7%

Industrials

IFRA
39.4%
TEMP
58.3%

Utilities

IFRA
37.7%
TEMP
18.8%

Basic Materials

IFRA
14.7%
TEMP
3.7%

Energy

IFRA
7.9%
TEMP

-

Consumer Cyclical

IFRA
0.0%
TEMP
3.5%

Consumer Defensive

IFRA
0.0%
TEMP

-

Communication Services

IFRA

-

TEMP

-

Financial Services

IFRA

-

TEMP
2.1%

Healthcare

IFRA

-

TEMP

-

Real Estate

IFRA

-

TEMP

-

Technology

IFRA

-

TEMP
13.7%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IFRA vs. TEMP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IFRA
IFRA Risk / Return Rank: 6767
Overall Rank
IFRA Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
IFRA Sortino Ratio Rank: 6767
Sortino Ratio Rank
IFRA Omega Ratio Rank: 5858
Omega Ratio Rank
IFRA Calmar Ratio Rank: 7373
Calmar Ratio Rank
IFRA Martin Ratio Rank: 7373
Martin Ratio Rank

TEMP
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. TEMP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Infrastructure ETF (IFRA) and JPMorgan Climate Change Solutions ETF (TEMP). 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.


IFRATEMPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

3.63

Martin ratioReturn relative to average drawdown

13.52

IFRA vs. TEMP - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


IFRATEMPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

Drawdowns

IFRA vs. TEMP - Drawdown Comparison


Loading charts...

Drawdown Indicators


IFRATEMPDifference

Max Drawdown

Largest peak-to-trough decline

-41.06%

Max Drawdown (1Y)

Largest decline over 1 year

-8.40%

Max Drawdown (3Y)

Largest decline over 3 years

-19.93%

Max Drawdown (5Y)

Largest decline over 5 years

-19.93%

Current Drawdown

Current decline from peak

-1.89%

Average Drawdown

Average peak-to-trough decline

-5.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.25%

Volatility

IFRA vs. TEMP - Volatility Comparison


Loading charts...

Volatility by Period


IFRATEMPDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.74%

Volatility (6M)

Calculated over the trailing 6-month period

11.31%

Volatility (1Y)

Calculated over the trailing 1-year period

14.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.37%

IFRA vs. TEMP - Expense Ratio Comparison

IFRA has a 0.30% expense ratio, which is lower than TEMP's 0.49% expense ratio.


Dividends

IFRA vs. TEMP - Dividend Comparison

IFRA's dividend yield for the trailing twelve months is around 1.58%, while TEMP has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
IFRA
iShares U.S. Infrastructure ETF
1.58%1.84%1.75%1.98%1.98%1.63%2.08%1.68%2.50%
TEMP
JPMorgan Climate Change Solutions ETF
0.00%0.00%1.53%1.11%1.07%0.06%0.00%0.00%0.00%

Frequently Asked Questions


IFRA and TEMP have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IFRA is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IFRA is cheaper with a 0.30% expense ratio, compared with 0.49% for TEMP.

IFRA has the higher dividend yield at 1.58%, compared with 0.00% for TEMP.

IFRA is categorized as Industrials Equities, while TEMP is Global Equities. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.30% for IFRA and 0.49% for TEMP.

Portfolio Optimizer

Find the right allocation for IFRA and TEMP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer