PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
IGF vs. RBLD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IGF vs. RBLD

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Global Infrastructure ETF (IGF) and First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD).

IGF and RBLD 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. RBLD is a passively managed fund by First Trust that tracks the performance of the Alerian US NextGen Infrastructure Index - Benchmark TR Net. It was launched on Oct 13, 2008. Both IGF and RBLD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

IGF vs. RBLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Infrastructure ETF (IGF) and First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

IGF vs. RBLD - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
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%
RBLD
First Trust Alerian U.S. NextGen Infrastructure ETF		8.87%13.99%17.94%19.36%-9.87%12.98%0.51%12.81%-21.72%22.95%

Returns By Period

The year-to-date returns for both stocks are quite close, with IGF having a 9.19% return and RBLD slightly lower at 8.87%. Over the past 10 years, IGF has outperformed RBLD with an annualized return of 8.80%, while RBLD has yielded a comparatively lower 7.81% 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%

RBLD

1D
2.08%
1M
-4.71%
YTD
8.87%
6M
8.11%
1Y
24.93%
3Y*
19.13%
5Y*
9.29%
10Y*
7.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Global Infrastructure ETF

First Trust Alerian U.S. NextGen Infrastructure ETF

Often compared with IGF:
IGF vs. IFRAIGF vs. GIIIGF vs. NFRAIGF vs. SPYIGF vs. GLIFXIGF vs. VPUIGF vs. XLU
Often compared with RBLD:
RBLD vs. GRIDRBLD vs. QGRWRBLD vs. UTESRBLD vs. PAVERBLD vs. GABFRBLD vs. SPMORBLD vs. AIPO

IGF vs. RBLD - Expense Ratio Comparison

IGF has a 0.39% expense ratio, which is lower than RBLD's 0.65% expense ratio.

RBLD
First Trust Alerian U.S. NextGen Infrastructure ETF
IGF
iShares Global Infrastructure ETF

Return for Risk

IGF vs. RBLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IGF
IGF Risk / Return Rank: 9393
Overall Rank
IGF Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
IGF Sortino Ratio Rank: 9393
Sortino Ratio Rank
IGF Omega Ratio Rank: 9494
Omega Ratio Rank
IGF Calmar Ratio Rank: 9191
Calmar Ratio Rank
IGF Martin Ratio Rank: 9595
Martin Ratio Rank
RBLD
RBLD Risk / Return Rank: 7777
Overall Rank
RBLD Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
RBLD Sortino Ratio Rank: 7676
Sortino Ratio Rank
RBLD Omega Ratio Rank: 7474
Omega Ratio Rank
RBLD Calmar Ratio Rank: 7777
Calmar Ratio Rank
RBLD Martin Ratio Rank: 8484
Martin Ratio Rank
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. RBLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure ETF (IGF) and First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD). 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.

IGFRBLDDifference

Sharpe ratio

Return per unit of total volatility

2.10

1.41

+0.69

Sortino ratio

Return per unit of downside risk

2.77

1.96

+0.81

Omega ratio

Gain probability vs. loss probability

1.42

1.28

+0.14

Calmar ratio

Return relative to maximum drawdown

3.10

2.10

+1.00

Martin ratio

Return relative to average drawdown

15.62

9.70

+5.92

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IGF vs. RBLD - Sharpe Ratio Comparison

The current IGF Sharpe Ratio is 2.10, which is higher than the RBLD Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of IGF and RBLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading graphics...

Sharpe Ratios by Period

IGFRBLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.10

1.41

+0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.56

+0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.42

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.36

-0.12

Correlation

The correlation between IGF and RBLD is 0.70, 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.

Dividends

IGF vs. RBLD - Dividend Comparison

IGF's dividend yield for the trailing twelve months is around 2.95%, more than RBLD's 1.12% yield.

TTM20252024202320222021202020192018201720162015
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%
RBLD
First Trust Alerian U.S. NextGen Infrastructure ETF		1.12%1.19%1.31%1.16%2.10%1.45%2.88%1.84%1.74%1.49%2.01%1.17%

Drawdowns

IGF vs. RBLD - Drawdown Comparison

The maximum IGF drawdown since its inception was -58.33%, which is greater than RBLD's maximum drawdown of -50.07%. Use the drawdown chart below to compare losses from any high point for IGF and RBLD.

Loading graphics...

Drawdown Indicators

IGFRBLDDifference

Max Drawdown

Largest peak-to-trough decline

-58.33%

-50.07%

-8.26%

Max Drawdown (1Y)

Largest decline over 1 year

-8.74%

-12.24%

+3.50%

Max Drawdown (5Y)

Largest decline over 5 years

-20.83%

-25.35%

+4.52%

Max Drawdown (10Y)

Largest decline over 10 years

-42.11%

-50.07%

+7.96%

Current Drawdown

Current decline from peak

-3.42%

-5.26%

+1.84%

Average Drawdown

Average peak-to-trough decline

-11.96%

-10.94%

-1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.74%

2.65%

-0.91%

Volatility

IGF vs. RBLD - Volatility Comparison

The current volatility for iShares Global Infrastructure ETF (IGF) is 4.25%, while First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) has a volatility of 5.59%. This indicates that IGF experiences smaller price fluctuations and is considered to be less risky than RBLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

IGFRBLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.25%

5.59%

-1.34%

Volatility (6M)

Calculated over the trailing 6-month period

7.33%

10.29%

-2.96%

Volatility (1Y)

Calculated over the trailing 1-year period

12.73%

17.71%

-4.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.89%

16.79%

-2.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.81%

18.74%

-1.93%