IGF vs. GLIFX
Compare and contrast key facts about iShares Global Infrastructure ETF (IGF) and Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX).
IGF is a passively managed fund by iShares that tracks the performance of the S&P Global Infrastructure Index. It was launched on Dec 10, 2007. GLIFX is managed by Lazard.
Performance
IGF vs. GLIFX - Performance Comparison
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IGF vs. GLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGF iShares Global Infrastructure ETF | 9.19% | 21.31% | 14.81% | 6.14% | -1.26% | 11.57% | -6.50% | 25.82% | -9.95% | 19.31% |
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 5.89% | 23.85% | 6.71% | 10.89% | -1.33% | 19.91% | -4.51% | 22.27% | -3.82% | 20.77% |
Returns By Period
In the year-to-date period, IGF achieves a 9.19% return, which is significantly higher than GLIFX's 5.89% return. Over the past 10 years, IGF has underperformed GLIFX with an annualized return of 8.80%, while GLIFX has yielded a comparatively higher 9.87% annualized return.
IGF
- 1D
- 0.80%
- 1M
- -3.42%
- YTD
- 9.19%
- 6M
- 11.40%
- 1Y
- 26.64%
- 3Y*
- 15.76%
- 5Y*
- 11.38%
- 10Y*
- 8.80%
GLIFX
- 1D
- 1.38%
- 1M
- -7.05%
- YTD
- 5.89%
- 6M
- 11.15%
- 1Y
- 23.17%
- 3Y*
- 14.09%
- 5Y*
- 12.14%
- 10Y*
- 9.87%
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IGF vs. GLIFX - Expense Ratio Comparison
IGF has a 0.39% expense ratio, which is lower than GLIFX's 0.97% expense ratio.
Return for Risk
IGF vs. GLIFX — Risk / Return Rank
IGF
GLIFX
IGF vs. GLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure ETF (IGF) and Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX). 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.
| IGF | GLIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.10 | 2.23 | -0.13 |
Sortino ratioReturn per unit of downside risk | 2.77 | 2.83 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.43 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 3.10 | 2.74 | +0.36 |
Martin ratioReturn relative to average drawdown | 15.62 | 11.44 | +4.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IGF | GLIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 2.23 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 1.14 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.75 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.85 | -0.60 |
Correlation
The correlation between IGF and GLIFX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IGF vs. GLIFX - Dividend Comparison
IGF's dividend yield for the trailing twelve months is around 2.95%, less than GLIFX's 6.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGF iShares Global Infrastructure ETF | 2.95% | 3.23% | 3.21% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.98% | 3.25% |
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 6.37% | 6.22% | 4.26% | 2.95% | 14.81% | 6.21% | 2.59% | 4.44% | 14.29% | 6.94% | 1.91% | 11.33% |
Drawdowns
IGF vs. GLIFX - Drawdown Comparison
The maximum IGF drawdown since its inception was -58.33%, which is greater than GLIFX's maximum drawdown of -29.65%. Use the drawdown chart below to compare losses from any high point for IGF and GLIFX.
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Drawdown Indicators
| IGF | GLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.33% | -29.65% | -28.68% |
Max Drawdown (1Y)Largest decline over 1 year | -8.74% | -9.00% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -20.83% | -17.15% | -3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -42.11% | -29.65% | -12.46% |
Current DrawdownCurrent decline from peak | -3.42% | -7.05% | +3.63% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -3.35% | -8.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.16% | -0.42% |
Volatility
IGF vs. GLIFX - Volatility Comparison
The current volatility for iShares Global Infrastructure ETF (IGF) is 4.25%, while Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) has a volatility of 4.58%. This indicates that IGF experiences smaller price fluctuations and is considered to be less risky than GLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGF | GLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 4.58% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 7.35% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.73% | 10.71% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.89% | 10.70% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 13.25% | +3.56% |