Correlation
The correlation between IGF and NFRA is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
IGF vs. NFRA
Compare and contrast key facts about iShares Global Infrastructure ETF (IGF) and FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA).
IGF and NFRA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. NFRA is a passively managed fund by FlexShares that tracks the performance of the STOXX Global Broad Infrastructure Index. It was launched on Oct 8, 2013. Both IGF and NFRA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGF or NFRA.
Performance
IGF vs. NFRA - Performance Comparison
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Key characteristics
IGF:
1.61
NFRA:
1.40
IGF:
2.14
NFRA:
1.93
IGF:
1.31
NFRA:
1.27
IGF:
2.60
NFRA:
1.93
IGF:
9.93
NFRA:
5.37
IGF:
2.29%
NFRA:
3.29%
IGF:
14.30%
NFRA:
12.95%
IGF:
-58.33%
NFRA:
-32.49%
IGF:
-0.19%
NFRA:
-0.15%
Returns By Period
The year-to-date returns for both investments are quite close, with IGF having a 12.88% return and NFRA slightly higher at 13.21%. Over the past 10 years, IGF has outperformed NFRA with an annualized return of 6.33%, while NFRA has yielded a comparatively lower 5.76% annualized return.
IGF
12.88%
4.52%
7.64%
20.93%
8.14%
11.70%
6.33%
NFRA
13.21%
3.94%
5.53%
15.83%
6.07%
7.70%
5.76%
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IGF vs. NFRA - Expense Ratio Comparison
IGF has a 0.46% expense ratio, which is lower than NFRA's 0.47% expense ratio.
Risk-Adjusted Performance
IGF vs. NFRA — Risk-Adjusted Performance Rank
IGF
NFRA
IGF vs. NFRA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure ETF (IGF) and FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA). 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.
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Dividends
IGF vs. NFRA - Dividend Comparison
IGF's dividend yield for the trailing twelve months is around 2.85%, less than NFRA's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGF iShares Global Infrastructure ETF | 2.85% | 3.21% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.99% | 3.24% | 3.00% |
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund | 2.97% | 3.33% | 2.57% | 2.28% | 2.71% | 2.22% | 2.27% | 3.06% | 2.81% | 2.98% | 2.47% | 3.01% |
Drawdowns
IGF vs. NFRA - Drawdown Comparison
The maximum IGF drawdown since its inception was -58.33%, which is greater than NFRA's maximum drawdown of -32.49%. Use the drawdown chart below to compare losses from any high point for IGF and NFRA.
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Volatility
IGF vs. NFRA - Volatility Comparison
iShares Global Infrastructure ETF (IGF) and FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) have volatilities of 3.45% and 3.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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