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IGF vs. INFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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
-0.28%
1M
-0.09%
6M
5.19%
YTD
10.41%
1Y
16.30%
3Y*
16.16%
5Y*
11.05%
10Y*
8.14%
ALL TIME*
4.91%

INFR

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

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$38.15M$37.64M$47.97M

IGF vs. INFR - Yearly Performance Comparison


2026 (YTD)2025202420232022
IGF
iShares Global Infrastructure ETF
10.41%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 0.39, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.39

Correlation (3Y)
Balances recent behavior with more history.

0.67

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

0.70

Over the past year, the correlation between IGF and INFR has dropped to 0.39 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.

IGF vs. INFR - Sectors Allocation Comparison


Sectors
IGF
INFR

Utilities

40.0%
68.5%

Industrials

36.4%
27.5%

Energy

20.5%

-

Real Estate

0.1%
4.1%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Technology

-

-

Utilities

IGF
40.0%
INFR
68.5%

Industrials

IGF
36.4%
INFR
27.5%

Energy

IGF
20.5%
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

-

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Return for Risk

IGF vs. INFR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IGF
IGF Risk / Return Rank: 6969
Overall Rank
IGF Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
IGF Sortino Ratio Rank: 6969
Sortino Ratio Rank
IGF Omega Ratio Rank: 6666
Omega Ratio Rank
IGF Calmar Ratio Rank: 7979
Calmar Ratio Rank
IGF Martin Ratio Rank: 6363
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) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.28

Calmar ratioReturn relative to maximum drawdown

2.83

Martin ratioReturn relative to average drawdown

7.59

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

-11.31%

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

-2.34%

Average Drawdown

Average peak-to-trough decline

-11.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

Volatility

IGF vs. INFR - Volatility Comparison


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Volatility by Period


IGFINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.75%

Volatility (6M)

Calculated over the trailing 6-month period

8.92%

Volatility (1Y)

Calculated over the trailing 1-year period

10.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.95%

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 2.89%, while INFR has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IGF
iShares Global Infrastructure ETF
2.89%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 0.39, 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 2.89%, compared with 1.71% for INFR.

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

Find the right allocation for IGF and INFR

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

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