PortfoliosLab logoPortfoliosLab logo
IGSU.L vs. INFR.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGSU.L vs. INFR.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) and iShares Global Infrastructure UCITS ETF USD (Dist) (INFR.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

IGSU.L is traded in USD, while INFR.L is traded in GBp. To make them comparable, the INFR.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IGSU.L achieves a 6.97% return, which is significantly lower than INFR.L's 9.26% return. Over the past 10 years, IGSU.L has outperformed INFR.L with an annualized return of 11.98%, while INFR.L has yielded a comparatively lower 7.87% annualized return.


IGSU.L

1D
-1.75%
1M
1.19%
YTD
6.97%
6M
9.48%
1Y
20.59%
3Y*
17.29%
5Y*
10.24%
10Y*
11.98%

INFR.L

1D
-1.19%
1M
-2.35%
YTD
9.26%
6M
9.16%
1Y
15.82%
3Y*
12.15%
5Y*
6.48%
10Y*
7.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGSU.L vs. INFR.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IGSU.L
iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc)
6.97%22.56%10.93%26.36%-17.16%21.45%13.60%25.67%-8.24%22.16%
INFR.L
iShares Global Infrastructure UCITS ETF USD (Dist)
9.26%13.90%9.63%0.06%-5.54%18.46%-1.78%25.66%-1.52%15.44%

Correlation

The correlation between IGSU.L and INFR.L is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Feb 28, 2011

0.56

Over the past year, the correlation between IGSU.L and INFR.L has dropped to 0.13 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

IGSU.L vs. INFR.L - Sectors Allocation Comparison


Sectors
IGSU.L
INFR.L

Technology

37.1%
0.7%

Financial Services

20.2%
0.0%

Industrials

12.5%
20.8%

Healthcare

8.9%

-

Basic Materials

5.3%

-

Energy

3.6%
16.4%

Consumer Cyclical

3.0%

-

Utilities

3.0%
56.0%

Communication Services

2.6%
1.0%

Consumer Defensive

1.7%

-

Real Estate

1.6%
5.0%

Technology

IGSU.L
37.1%
INFR.L
0.7%

Financial Services

IGSU.L
20.2%
INFR.L
0.0%

Industrials

IGSU.L
12.5%
INFR.L
20.8%

Healthcare

IGSU.L
8.9%
INFR.L

-

Basic Materials

IGSU.L
5.3%
INFR.L

-

Energy

IGSU.L
3.6%
INFR.L
16.4%

Consumer Cyclical

IGSU.L
3.0%
INFR.L

-

Utilities

IGSU.L
3.0%
INFR.L
56.0%

Communication Services

IGSU.L
2.6%
INFR.L
1.0%

Consumer Defensive

IGSU.L
1.7%
INFR.L

-

Real Estate

IGSU.L
1.6%
INFR.L
5.0%

Compare stocks, funds, or ETFs

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


Return for Risk

IGSU.L vs. INFR.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IGSU.L
IGSU.L Risk / Return Rank: 5252
Overall Rank
IGSU.L Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
IGSU.L Sortino Ratio Rank: 5454
Sortino Ratio Rank
IGSU.L Omega Ratio Rank: 5151
Omega Ratio Rank
IGSU.L Calmar Ratio Rank: 4848
Calmar Ratio Rank
IGSU.L Martin Ratio Rank: 5454
Martin Ratio Rank

INFR.L
INFR.L Risk / Return Rank: 4949
Overall Rank
INFR.L Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
INFR.L Sortino Ratio Rank: 4444
Sortino Ratio Rank
INFR.L Omega Ratio Rank: 4242
Omega Ratio Rank
INFR.L Calmar Ratio Rank: 6464
Calmar Ratio Rank
INFR.L Martin Ratio Rank: 4848
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.

IGSU.L vs. INFR.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) and iShares Global Infrastructure UCITS ETF USD (Dist) (INFR.L). 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.


IGSU.LINFR.LDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.28

Omega ratioGain probability vs. loss probability

1.29

1.26

+0.03

Calmar ratioReturn relative to maximum drawdown

2.18

2.95

-0.77

Martin ratioReturn relative to average drawdown

8.33

8.36

-0.03

IGSU.L vs. INFR.L - Sharpe Ratio Comparison

The current IGSU.L Sharpe Ratio is 1.58, which is comparable to the INFR.L Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of IGSU.L and INFR.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


IGSU.LINFR.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.58

1.44

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.47

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

0.53

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.32

+0.25

Drawdowns

IGSU.L vs. INFR.L - Drawdown Comparison

The maximum IGSU.L drawdown since its inception was -33.33%, smaller than the maximum INFR.L drawdown of -48.40%. Use the drawdown chart below to compare losses from any high point for IGSU.L and INFR.L.


Loading charts...

Drawdown Indicators


IGSU.LINFR.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.33%

-48.40%

+15.07%

Max Drawdown (1Y)

Largest decline over 1 year

-9.42%

-5.13%

-4.29%

Max Drawdown (3Y)

Largest decline over 3 years

-14.81%

-14.58%

-0.23%

Max Drawdown (5Y)

Largest decline over 5 years

-27.15%

-21.88%

-5.27%

Max Drawdown (10Y)

Largest decline over 10 years

-33.33%

-34.60%

+1.27%

Current Drawdown

Current decline from peak

-2.38%

-3.67%

+1.29%

Average Drawdown

Average peak-to-trough decline

-5.54%

-9.57%

+4.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.47%

1.81%

+0.66%

Volatility

IGSU.L vs. INFR.L - Volatility Comparison

iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) has a higher volatility of 3.90% compared to iShares Global Infrastructure UCITS ETF USD (Dist) (INFR.L) at 3.57%. This indicates that IGSU.L's price experiences larger fluctuations and is considered to be riskier than INFR.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IGSU.LINFR.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.90%

3.57%

+0.33%

Volatility (6M)

Calculated over the trailing 6-month period

10.53%

8.67%

+1.86%

Volatility (1Y)

Calculated over the trailing 1-year period

12.94%

10.51%

+2.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.44%

13.70%

+1.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.87%

14.79%

+1.08%

IGSU.L vs. INFR.L - Expense Ratio Comparison

IGSU.L has a 0.60% expense ratio, which is lower than INFR.L's 0.65% expense ratio.


Dividends

IGSU.L vs. INFR.L - Dividend Comparison

IGSU.L has not paid dividends to shareholders, while INFR.L's dividend yield for the trailing twelve months is around 2.82%.


PositionTTM20252024202320222021202020192018201720162015
IGSU.L
iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
INFR.L
iShares Global Infrastructure UCITS ETF USD (Dist)
2.82%2.97%2.96%3.02%2.54%2.60%2.84%2.70%2.99%3.51%3.45%4.75%

Frequently Asked Questions


IGSU.L and INFR.L have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGSU.L is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGSU.L is cheaper with a 0.60% expense ratio, compared with 0.65% for INFR.L.

IGSU.L is categorized as Global Equities, while INFR.L is Utilities Equities. IGSU.L tracks MSCI ACWI NR USD, while INFR.L tracks FTSE Global Core Infrastructure Index. Their fees differ too: 0.60% for IGSU.L and 0.65% for INFR.L.

Portfolio Optimizer

Find the right allocation for IGSU.L and INFR.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer