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IGF vs. INFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IGF vs. INFR

Last updated Jul 14, 2026
Documentation

IGF (iShares Global Infrastructure ETF) and INFR (ClearBridge Sustainable Infrastructure ETF) are both exchange-traded funds - IGF is a Industrials Equities fund tracking the S&P Global Infrastructure Index (Net), while INFR is a Energy Equities fund tracking the RARE Global Infrastructure Index. Both are passively managed. A 0.71 correlation means they provide meaningful diversification when combined. IGF charges 0.39%/yr vs 0.59%/yr for INFR.

Performance

IGF vs. INFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Infrastructure ETF (IGF) and ClearBridge Sustainable Infrastructure ETF (INFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

IGF

1D
0.15%
1M
0.97%
6M
9.87%
YTD
10.74%
1Y
17.66%
3Y*
15.89%
5Y*
11.06%
10Y*
8.23%

INFR

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

IGF vs. INFR - Yearly Performance Comparison

2026 (YTD)2025202420232022
IGF
iShares Global Infrastructure ETF		10.74%21.31%14.81%6.14%-1.61%
INFR
ClearBridge Sustainable Infrastructure ETF		1.41%24.00%-6.23%5.20%-0.19%

Correlation

The correlation between IGF and INFR is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.42

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

0.68

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2022

0.71

Over the past year, the correlation between IGF and INFR has dropped to 0.42 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.

IGF vs. INFR - Sectors Allocation Comparison

Sectors
IGF
INFR

Industrials

40.6%
27.5%

Utilities

39.7%
68.5%

Energy

19.6%

-

Real Estate

0.1%
4.1%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Technology

-

-

Industrials

IGF
40.6%
INFR
27.5%

Utilities

IGF
39.7%
INFR
68.5%

Energy

IGF
19.6%
INFR

-

Real Estate

IGF
0.1%
INFR
4.1%

Basic Materials

IGF

-

INFR

-

Communication Services

IGF

-

INFR

-

Consumer Cyclical

IGF

-

INFR

-

Consumer Defensive

IGF

-

INFR

-

Financial Services

IGF

-

INFR

-

Healthcare

IGF

-

INFR

-

Technology

IGF

-

INFR

-

Compare stocks, funds, or ETFs

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iShares Global Infrastructure ETF

ClearBridge Sustainable Infrastructure ETF

Often compared with IGF:
IGF vs. IFRAIGF vs. GIIIGF vs. NFRAIGF vs. SPYIGF vs. GLIFXIGF vs. VPUIGF vs. XLU
Often compared with INFR:
INFR vs. DTCRINFR vs. ICAPINFR vs. GIN.LINFR vs. SPYINFR vs. EFAVINFR vs. ACWVINFR vs. QUAL

Return for Risk

IGF vs. INFR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IGF
IGF Risk / Return Rank: 6464
Overall Rank
IGF Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
IGF Sortino Ratio Rank: 6464
Sortino Ratio Rank
IGF Omega Ratio Rank: 6262
Omega Ratio Rank
IGF Calmar Ratio Rank: 7474
Calmar Ratio Rank
IGF Martin Ratio Rank: 6060
Martin Ratio Rank
INFR

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.

IGF vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure ETF (IGF) and ClearBridge Sustainable Infrastructure ETF (INFR). 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.

IGFINFRDifference
Sharpe ratioReturn per unit of total volatility
1.66

—

—

Sortino ratioReturn per unit of downside risk
2.35

—

—

Omega ratioGain probability vs. loss probability

1.30

—

—

Calmar ratioReturn relative to maximum drawdown

3.02

—

—

Martin ratioReturn relative to average drawdown

8.32

—

—

IGF vs. INFR - Sharpe Ratio Comparison

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Drawdowns

IGF vs. INFR - Drawdown Comparison

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Drawdown Indicators

IGFINFRDifference

Max Drawdown

Largest peak-to-trough decline

-58.33%

—

—

Max Drawdown (1Y)

Largest decline over 1 year

-5.87%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-14.28%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-20.83%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-42.11%

—

—

Current Drawdown

Current decline from peak

-2.04%

—

—

Average Drawdown

Average peak-to-trough decline

-11.82%

—

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.13%

—

—

Volatility

IGF vs. INFR - Volatility Comparison

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Volatility by Period

IGFINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.32%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

8.95%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

10.73%

—

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.97%

—

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.71%

—

—

IGF vs. INFR - Expense Ratio Comparison

IGF has a 0.39% expense ratio, which is lower than INFR's 0.59% expense ratio.

Dividends

IGF vs. INFR - Dividend Comparison

IGF's dividend yield for the trailing twelve months is around 2.88%, while INFR has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
IGF
iShares Global Infrastructure ETF		2.88%3.23%3.21%3.36%2.67%2.42%2.33%3.27%3.52%2.95%2.98%3.25%
INFR
ClearBridge Sustainable Infrastructure ETF		1.71%2.52%2.36%3.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IGF and INFR have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGF is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGF is cheaper with a 0.39% expense ratio, compared with 0.59% for INFR.

IGF has the higher dividend yield at 2.88%, compared with 1.71% for INFR.

IGF is categorized as Industrials Equities, while INFR is Energy Equities. IGF tracks S&P Global Infrastructure Index (Net), while INFR tracks RARE Global Infrastructure Index. They also come from different issuers: iShares and ClearBridge. Their fees differ too: 0.39% for IGF and 0.59% for INFR.

Portfolio Optimizer

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