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IFRA vs. XLII
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IFRA vs. XLII

Last updated Jun 24, 2026

IFRA (iShares U.S. Infrastructure ETF) and XLII (State Street Industrial Select Sector SPDR Premium Income ETF) are both exchange-traded funds - IFRA is a Industrials Equities fund tracking the NYSE FactSet U.S. Infrastructure Index (TR), while XLII is a Derivative Income fund actively managed by State Street. IFRA is passively managed, while XLII is actively managed. Their correlation of 0.81 suggests significant overlap in exposure. IFRA charges 0.30%/yr vs 0.35%/yr for XLII.

Performance

IFRA vs. XLII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Infrastructure ETF (IFRA) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). 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 19.25% return, which is significantly higher than XLII's 9.77% return.

IFRA

1D
-0.86%
1M
2.48%
YTD
19.25%
6M
17.89%
1Y
30.85%
3Y*
20.61%
5Y*
14.07%
10Y*
—

XLII

1D
-1.37%
1M
4.07%
YTD
9.77%
6M
9.38%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IFRA vs. XLII - Yearly Performance Comparison

2026 (YTD)2025
IFRA
iShares U.S. Infrastructure ETF		19.25%3.88%
XLII
State Street Industrial Select Sector SPDR Premium Income ETF		9.77%6.30%

Correlation

The correlation between IFRA and XLII is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 30, 2025

0.81

IFRA vs. XLII - Sectors Allocation Comparison

Sectors
IFRA
XLII

Industrials

39.4%
93.8%

Utilities

37.7%

-

Basic Materials

14.7%

-

Energy

7.9%

-

Consumer Cyclical

0.0%
0.3%

Consumer Defensive

0.0%

-

Communication Services

-

-

Financial Services

-

100.8%

Healthcare

-

-

Real Estate

-

-

Technology

-

5.9%

Industrials

IFRA
39.4%
XLII
93.8%

Utilities

IFRA
37.7%
XLII

-

Basic Materials

IFRA
14.7%
XLII

-

Energy

IFRA
7.9%
XLII

-

Consumer Cyclical

IFRA
0.0%
XLII
0.3%

Consumer Defensive

IFRA
0.0%
XLII

-

Communication Services

IFRA

-

XLII

-

Financial Services

IFRA

-

XLII
100.8%

Healthcare

IFRA

-

XLII

-

Real Estate

IFRA

-

XLII

-

Technology

IFRA

-

XLII
5.9%

Compare stocks, funds, or ETFs

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iShares U.S. Infrastructure ETF

State Street Industrial Select Sector SPDR Premium Income ETF

Often compared with IFRA:
IFRA vs. PAVEIFRA vs. IGFIFRA vs. NFRAIFRA vs. GIIIFRA vs. VOOIFRA vs. FNDAIFRA vs. IYH
Often compared with XLII:
XLII vs. IPAVXLII vs. CWIIXLII vs. PPAXLII vs. RIFRXLII vs. IVEPXLII vs. JETSXLII vs. MADE

Return for Risk

IFRA vs. XLII — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IFRA
IFRA Risk / Return Rank: 6868
Overall Rank
IFRA Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
IFRA Sortino Ratio Rank: 6969
Sortino Ratio Rank
IFRA Omega Ratio Rank: 5757
Omega Ratio Rank
IFRA Calmar Ratio Rank: 7575
Calmar Ratio Rank
IFRA Martin Ratio Rank: 7575
Martin Ratio Rank
XLII

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. XLII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Infrastructure ETF (IFRA) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). 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.

IFRAXLIIDifference
Sharpe ratioReturn per unit of total volatility
2.05

—

—

Sortino ratioReturn per unit of downside risk
2.97

—

—

Omega ratioGain probability vs. loss probability

1.34

—

—

Calmar ratioReturn relative to maximum drawdown

3.69

—

—

Martin ratioReturn relative to average drawdown

13.48

—

—

IFRA vs. XLII - Sharpe Ratio Comparison

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Drawdowns

IFRA vs. XLII - Drawdown Comparison

The maximum IFRA drawdown since its inception was -41.06%, which is greater than XLII's maximum drawdown of -10.10%. Use the drawdown chart below to compare losses from any high point for IFRA and XLII.

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Drawdown Indicators

IFRAXLIIDifference

Max Drawdown

Largest peak-to-trough decline

-41.06%

-10.10%

-30.96%

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

-0.86%

-1.37%

+0.51%

Average Drawdown

Average peak-to-trough decline

-5.12%

-1.30%

-3.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.29%

—

—

Volatility

IFRA vs. XLII - Volatility Comparison

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Volatility by Period

IFRAXLIIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.19%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

11.76%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

15.21%

12.19%

+3.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.91%

12.19%

+5.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.36%

12.19%

+9.17%

IFRA vs. XLII - Expense Ratio Comparison

IFRA has a 0.30% expense ratio, which is lower than XLII's 0.35% expense ratio.

Dividends

IFRA vs. XLII - Dividend Comparison

IFRA's dividend yield for the trailing twelve months is around 1.56%, less than XLII's 10.97% yield.

PositionTTM20252024202320222021202020192018
IFRA
iShares U.S. Infrastructure ETF		1.56%1.84%1.75%1.98%1.98%1.63%2.08%1.68%2.50%
XLII
State Street Industrial Select Sector SPDR Premium Income ETF		10.97%5.47%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IFRA and XLII have a correlation of 0.81, 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 0.35% for XLII.

XLII has the higher dividend yield at 10.97%, compared with 1.56% for IFRA.

IFRA is categorized as Industrials Equities, while XLII is Derivative Income. They also come from different issuers: iShares and State Street. Their fees differ too: 0.30% for IFRA and 0.35% for XLII.

Portfolio Optimizer

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