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IGF vs. SURE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IGF vs. SURE

Last updated Aug 2, 2026
Documentation

IGF (iShares Global Infrastructure ETF) and SURE (AdvisorShares Insider Advantage ETF) are both exchange-traded funds - IGF is a Infrastructure Equities fund tracking the S&P Global Infrastructure Index (Net), while SURE is a Large Cap Value Equities fund actively managed by AdvisorShares. IGF is passively managed, while SURE is actively managed. Over the past 10 years, IGF returned 8.14%/yr vs 11.32%/yr for SURE. Their 0.62 correlation means they have sometimes moved together and sometimes differently. IGF charges 0.39%/yr vs 0.90%/yr for SURE.

Performance

IGF vs. SURE - Performance Comparison

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

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Returns By Period

In the year-to-date period, IGF achieves a 10.41% return, which is significantly lower than SURE's 16.92% return. Over the past 10 years, IGF has underperformed SURE with an annualized return of 8.14%, while SURE has yielded a comparatively higher 11.32% annualized return.

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%

SURE

1D
0.26%
1M
0.00%
6M
13.89%
YTD
16.92%
1Y
29.80%
3Y*
15.19%
5Y*
10.67%
10Y*
11.32%
ALL TIME*
13.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

IGF

iShares Global Infrastructure ETF
$38.15M$37.64M$47.97M

SURE

AdvisorShares Insider Advantage ETF
$52.35K$88.28K$83.48K

IGF vs. SURE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IGF
iShares Global Infrastructure ETF		10.41%21.31%14.81%6.14%-1.26%11.57%-6.50%25.82%-9.95%19.31%
SURE
AdvisorShares Insider Advantage ETF		16.92%10.58%12.17%23.30%-11.24%23.87%8.76%28.89%-17.03%13.16%

Correlation

The correlation between IGF and SURE is 0.40, which is low. Their historical price movements had little consistent relationship.

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

0.40

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

0.53

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.64

Correlation (10Y)
Provides a long-term view across more market conditions.

0.62

Correlation (All Time)
Calculated using the full available price history since Oct 5, 2011

0.62

Over the past year, the correlation between IGF and SURE has dropped to 0.40 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.

IGF vs. SURE - Sectors Allocation Comparison

Sectors
IGF
SURE

Utilities

40.0%
1.7%

Industrials

36.4%
13.3%

Energy

20.5%
8.4%

Real Estate

0.1%
0.8%

Basic Materials

-

1.0%

Communication Services

-

9.1%

Consumer Cyclical

-

19.4%

Consumer Defensive

-

0.9%

Financial Services

-

14.1%

Healthcare

-

5.2%

Technology

-

26.1%

Utilities

IGF
40.0%
SURE
1.7%

Industrials

IGF
36.4%
SURE
13.3%

Energy

IGF
20.5%
SURE
8.4%

Real Estate

IGF
0.1%
SURE
0.8%

Basic Materials

IGF

-

SURE
1.0%

Communication Services

IGF

-

SURE
9.1%

Consumer Cyclical

IGF

-

SURE
19.4%

Consumer Defensive

IGF

-

SURE
0.9%

Financial Services

IGF

-

SURE
14.1%

Healthcare

IGF

-

SURE
5.2%

Technology

IGF

-

SURE
26.1%

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

AdvisorShares Insider Advantage ETF

Often compared with IGF:
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Often compared with SURE:
SURE vs. VGTSURE vs. BGIGSURE vs. SPLVSURE vs. BEDZSURE vs. KEATSURE vs. VOOSURE vs. AADR

Return for Risk

IGF vs. SURE — 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
SURE
SURE Risk / Return Rank: 8989
Overall Rank
SURE Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
SURE Sortino Ratio Rank: 9090
Sortino Ratio Rank
SURE Omega Ratio Rank: 8585
Omega Ratio Rank
SURE Calmar Ratio Rank: 9191
Calmar Ratio Rank
SURE Martin Ratio Rank: 9191
Martin Ratio Rank
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. SURE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure ETF (IGF) and AdvisorShares Insider Advantage ETF (SURE). 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.

IGFSUREDifference
Sharpe ratioReturn per unit of total volatility
1.55
2.14

-0.59

Sortino ratioReturn per unit of downside risk
2.25
3.12

-0.88

Omega ratioGain probability vs. loss probability

1.28

1.37

-0.09

Calmar ratioReturn relative to maximum drawdown

2.83

3.96

-1.13

Martin ratioReturn relative to average drawdown

7.59

15.12

-7.53

IGF vs. SURE - Sharpe Ratio Comparison

The current IGF Sharpe Ratio is 1.55, which is comparable to the SURE Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of IGF and SURE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IGF vs. SURE - Drawdown Comparison

The maximum IGF drawdown since its inception was -58.33%, which is greater than SURE's maximum drawdown of -35.68%. Use the drawdown chart below to compare losses from any high point for IGF and SURE.

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Drawdown Indicators

IGFSUREDifference

Max Drawdown

Largest peak-to-trough decline

-58.33%

-35.68%

-22.65%

Max Drawdown (1Y)

Largest decline over 1 year

-5.87%

-7.10%

+1.23%

Max Drawdown (3Y)

Largest decline over 3 years

-11.31%

-21.54%

+10.23%

Max Drawdown (5Y)

Largest decline over 5 years

-20.83%

-23.75%

+2.92%

Max Drawdown (10Y)

Largest decline over 10 years

-42.11%

-35.68%

-6.43%

Current Drawdown

Current decline from peak

-2.34%

-0.80%

-1.54%

Average Drawdown

Average peak-to-trough decline

-11.79%

-4.80%

-6.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

1.86%

+0.33%

Volatility

IGF vs. SURE - Volatility Comparison

The current volatility for iShares Global Infrastructure ETF (IGF) is 2.75%, while AdvisorShares Insider Advantage ETF (SURE) has a volatility of 3.02%. This indicates that IGF experiences smaller price fluctuations and is considered to be less risky than SURE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IGFSUREDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.75%

3.02%

-0.27%

Volatility (6M)

Calculated over the trailing 6-month period

8.92%

9.42%

-0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

10.69%

13.19%

-2.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.95%

17.07%

-3.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.71%

17.50%

-0.79%

IGF vs. SURE - Expense Ratio Comparison

IGF has a 0.39% expense ratio, which is lower than SURE's 0.90% expense ratio.

Dividends

IGF vs. SURE - Dividend Comparison

IGF's dividend yield for the trailing twelve months is around 2.89%, more than SURE's 0.87% yield.

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%
SURE
AdvisorShares Insider Advantage ETF		0.87%1.01%0.68%1.11%1.72%1.08%1.28%1.09%1.26%0.65%1.14%0.77%

Frequently Asked Questions

IGF and SURE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SURE has higher volatility (3.02%) compared to IGF (2.75%). In terms of maximum drawdown, IGF dropped -58.33% vs SURE's -35.68%.

On 10-year performance, SURE leads with 11.32% vs 8.14% for IGF. On fees, IGF is cheaper at 0.39% per year. On volatility, IGF has been the lower-risk option at 2.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SURE has performed better with a 11.32% return vs 8.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IGF is cheaper with a 0.39% expense ratio, compared with 0.90% for SURE.

IGF has the higher dividend yield at 2.89%, compared with 0.87% for SURE.

IGF is categorized as Infrastructure Equities, while SURE is Large Cap Value Equities. They also come from different issuers: iShares and AdvisorShares. Their fees differ too: 0.39% for IGF and 0.90% for SURE.

SURE currently has the higher Sharpe Ratio (2.14 vs 1.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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