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.
Performance
IGF vs. VPU - Performance Comparison
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IGF vs. VPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGF iShares Global Infrastructure ETF | 9.55% | 21.31% | 14.81% | 6.14% | -1.26% | 11.57% | -6.50% | 25.82% | -9.95% | 19.31% |
VPU Vanguard Utilities ETF | 8.24% | 16.46% | 23.04% | -7.45% | 1.06% | 17.40% | -0.74% | 24.89% | 4.38% | 12.44% |
Returns By Period
In the year-to-date period, IGF achieves a 9.55% return, which is significantly higher than VPU's 8.24% return. Over the past 10 years, IGF has underperformed VPU with an annualized return of 8.84%, while VPU has yielded a comparatively higher 9.67% annualized return.
IGF
- 1D
- 0.33%
- 1M
- -2.57%
- YTD
- 9.55%
- 6M
- 11.40%
- 1Y
- 26.48%
- 3Y*
- 15.89%
- 5Y*
- 11.45%
- 10Y*
- 8.84%
VPU
- 1D
- 0.42%
- 1M
- -2.05%
- YTD
- 8.24%
- 6M
- 5.69%
- 1Y
- 19.37%
- 3Y*
- 13.96%
- 5Y*
- 10.58%
- 10Y*
- 9.67%
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IGF vs. VPU - Expense Ratio Comparison
IGF has a 0.39% expense ratio, which is higher than VPU's 0.10% expense ratio.
Return for Risk
IGF vs. VPU — Risk / Return Rank
IGF
VPU
IGF vs. VPU - Risk-Adjusted Trends 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.
| IGF | VPU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.09 | 1.25 | +0.84 |
Sortino ratioReturn per unit of downside risk | 2.76 | 1.71 | +1.05 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.23 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 3.10 | 2.22 | +0.88 |
Martin ratioReturn relative to average drawdown | 15.49 | 5.27 | +10.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IGF | VPU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.09 | 1.25 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.63 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.51 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.55 | -0.31 |
Correlation
The correlation between IGF and VPU is 0.68, 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. VPU - Dividend Comparison
IGF's dividend yield for the trailing twelve months is around 2.94%, more than VPU's 2.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGF iShares Global Infrastructure ETF | 2.94% | 3.23% | 3.21% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.98% | 3.25% |
VPU Vanguard Utilities ETF | 2.56% | 2.73% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% |
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.
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Drawdown Indicators
| IGF | VPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.33% | -46.31% | -12.02% |
Max Drawdown (1Y)Largest decline over 1 year | -8.74% | -8.90% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -20.83% | -25.15% | +4.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.11% | -36.42% | -5.69% |
Current DrawdownCurrent decline from peak | -3.10% | -2.71% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -7.82% | -4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 3.74% | -1.99% |
Volatility
IGF vs. VPU - Volatility Comparison
The current volatility for iShares Global Infrastructure ETF (IGF) is 3.90%, while Vanguard Utilities ETF (VPU) has a volatility of 4.99%. 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.
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Volatility by Period
| IGF | VPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 4.99% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 10.18% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.73% | 15.51% | -2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.89% | 16.91% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 19.07% | -2.27% |