IGF vs. VPU
Compare and contrast key facts about iShares Global Infrastructure ETF (IGF) and Vanguard Utilities ETF (VPU).
IGF and VPU 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. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004. Both IGF and VPU 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 VPU.
Key characteristics
| IGF | VPU | |
|---|---|---|
| YTD Return | -2.74% | 2.09% |
| 1Y Return | -2.59% | -4.07% |
| 3Y Return (Ann) | 2.23% | 1.27% |
| 5Y Return (Ann) | 3.30% | 4.99% |
| 10Y Return (Ann) | 3.85% | 7.61% |
| Sharpe Ratio | -0.23 | -0.27 |
| Daily Std Dev | 13.30% | 16.99% |
| Max Drawdown | -58.33% | -46.31% |
| Current Drawdown | -6.64% | -13.07% |
Correlation
The correlation between IGF and VPU is 0.67, 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.
Performance
IGF vs. VPU - Performance Comparison
In the year-to-date period, IGF achieves a -2.74% return, which is significantly lower than VPU's 2.09% return. Over the past 10 years, IGF has underperformed VPU with an annualized return of 3.85%, while VPU has yielded a comparatively higher 7.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IGF vs. VPU - Expense Ratio Comparison
Risk-Adjusted Performance
IGF vs. VPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure ETF (IGF) and Vanguard Utilities ETF (VPU). 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.
Dividends
IGF vs. VPU - Dividend Comparison
IGF's dividend yield for the trailing twelve months is around 3.46%, more than VPU's 3.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGF iShares Global Infrastructure ETF | 3.46% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.98% | 3.25% | 3.00% | 3.45% |
VPU Vanguard Utilities ETF | 3.41% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% | 3.76% |
Drawdowns
IGF vs. VPU - Drawdown Comparison
The maximum IGF drawdown since its inception was -58.33%, which is greater than VPU's maximum drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for IGF and VPU. For additional features, visit the drawdowns tool.
Volatility
IGF vs. VPU - Volatility Comparison
The current volatility for iShares Global Infrastructure ETF (IGF) is 3.65%, while Vanguard Utilities ETF (VPU) has a volatility of 4.91%. This indicates that IGF experiences smaller price fluctuations and is considered to be less risky than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.