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IGF vs. XLII
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IGF vs. XLII

Last updated Jun 24, 2026

IGF (iShares Global Infrastructure ETF) and XLII (State Street Industrial Select Sector SPDR Premium Income ETF) are both exchange-traded funds - IGF is a Industrials Equities fund tracking the S&P Global Infrastructure Index (Net), while XLII is a Derivative Income fund actively managed by State Street. IGF is passively managed, while XLII is actively managed. A 0.55 correlation means they provide meaningful diversification when combined. IGF charges 0.39%/yr vs 0.35%/yr for XLII.

Performance

IGF vs. XLII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Infrastructure ETF (IGF) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with IGF having a 9.67% return and XLII slightly higher at 9.77%.

IGF

1D
-0.03%
1M
-0.16%
YTD
9.67%
6M
8.98%
1Y
17.62%
3Y*
16.78%
5Y*
10.70%
10Y*
8.79%

XLII

1D
-1.37%
1M
4.07%
YTD
9.77%
6M
9.38%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGF vs. XLII - Yearly Performance Comparison

2026 (YTD)2025
IGF
iShares Global Infrastructure ETF		9.67%5.37%
XLII
State Street Industrial Select Sector SPDR Premium Income ETF		9.77%6.30%

Correlation

The correlation between IGF and XLII is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 30, 2025

0.55

IGF vs. XLII - Sectors Allocation Comparison

Sectors
IGF
XLII

Industrials

40.6%
93.8%

Utilities

39.7%

-

Energy

19.6%

-

Real Estate

0.1%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

0.3%

Consumer Defensive

-

-

Financial Services

-

100.8%

Healthcare

-

-

Technology

-

5.9%

Industrials

IGF
40.6%
XLII
93.8%

Utilities

IGF
39.7%
XLII

-

Energy

IGF
19.6%
XLII

-

Real Estate

IGF
0.1%
XLII

-

Basic Materials

IGF

-

XLII

-

Communication Services

IGF

-

XLII

-

Consumer Cyclical

IGF

-

XLII
0.3%

Consumer Defensive

IGF

-

XLII

-

Financial Services

IGF

-

XLII
100.8%

Healthcare

IGF

-

XLII

-

Technology

IGF

-

XLII
5.9%

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

State Street Industrial Select Sector SPDR Premium Income ETF

Often compared with IGF:
IGF vs. IFRAIGF vs. GIIIGF vs. NFRAIGF vs. SPYIGF vs. GLIFXIGF vs. VPUIGF vs. XLU
Often compared with XLII:
XLII vs. IPAVXLII vs. CWIIXLII vs. PPAXLII vs. RIFRXLII vs. IVEPXLII vs. JETSXLII vs. MADE

Return for Risk

IGF vs. XLII — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IGF
IGF Risk / Return Rank: 5353
Overall Rank
IGF Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
IGF Sortino Ratio Rank: 5151
Sortino Ratio Rank
IGF Omega Ratio Rank: 4949
Omega Ratio Rank
IGF Calmar Ratio Rank: 6464
Calmar Ratio Rank
IGF Martin Ratio Rank: 5151
Martin Ratio Rank
XLII

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. XLII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure ETF (IGF) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). 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.

IGFXLIIDifference
Sharpe ratioReturn per unit of total volatility
1.68

—

—

Sortino ratioReturn per unit of downside risk
2.39

—

—

Omega ratioGain probability vs. loss probability

1.30

—

—

Calmar ratioReturn relative to maximum drawdown

3.02

—

—

Martin ratioReturn relative to average drawdown

8.52

—

—

IGF vs. XLII - Sharpe Ratio Comparison

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Drawdowns

IGF vs. XLII - Drawdown Comparison

The maximum IGF drawdown since its inception was -58.33%, which is greater than XLII's maximum drawdown of -10.10%. Use the drawdown chart below to compare losses from any high point for IGF and XLII.

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Drawdown Indicators

IGFXLIIDifference

Max Drawdown

Largest peak-to-trough decline

-58.33%

-10.10%

-48.23%

Max Drawdown (1Y)

Largest decline over 1 year

-5.87%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-14.28%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-20.83%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-42.11%

—

—

Current Drawdown

Current decline from peak

-2.99%

-1.37%

-1.62%

Average Drawdown

Average peak-to-trough decline

-11.84%

-1.30%

-10.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

—

—

Volatility

IGF vs. XLII - Volatility Comparison

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Volatility by Period

IGFXLIIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.35%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

8.73%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

10.56%

12.19%

-1.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.96%

12.19%

+1.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.73%

12.19%

+4.54%

IGF vs. XLII - Expense Ratio Comparison

IGF has a 0.39% expense ratio, which is higher than XLII's 0.35% expense ratio.

Dividends

IGF vs. XLII - Dividend Comparison

IGF's dividend yield for the trailing twelve months is around 2.91%, less than XLII's 10.97% yield.

PositionTTM20252024202320222021202020192018201720162015
IGF
iShares Global Infrastructure ETF		2.91%3.23%3.21%3.36%2.67%2.42%2.33%3.27%3.52%2.95%2.98%3.25%
XLII
State Street Industrial Select Sector SPDR Premium Income ETF		10.97%5.47%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IGF and XLII have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XLII is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLII is cheaper with a 0.35% expense ratio, compared with 0.39% for IGF.

XLII has the higher dividend yield at 10.97%, compared with 2.91% for IGF.

IGF is categorized as Industrials Equities, while XLII is Derivative Income. They also come from different issuers: iShares and State Street. Their fees differ too: 0.39% for IGF and 0.35% for XLII.

Portfolio Optimizer

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