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ILIT vs. INFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ILIT vs. INFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lithium Miners And Producers ETF (ILIT) and ClearBridge Sustainable Infrastructure ETF (INFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ILIT achieves a 25.82% return, which is significantly higher than INFR's 1.41% return.


ILIT

1D
-3.77%
1M
-12.04%
YTD
25.82%
6M
35.19%
1Y
181.76%
3Y*
5Y*
10Y*

INFR

1D
0.00%
1M
0.00%
YTD
1.41%
6M
0.97%
1Y
7.79%
3Y*
5.55%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ILIT vs. INFR - Yearly Performance Comparison


2026 (YTD)202520242023
ILIT
Ishares Lithium Miners And Producers ETF
25.82%81.51%-45.14%-28.86%
INFR
ClearBridge Sustainable Infrastructure ETF
1.41%24.00%-6.23%-0.06%

Correlation

The correlation between ILIT and INFR is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.12

Correlation (All Time)
Calculated using the full available price history since Jun 26, 2023

0.24

The correlation between ILIT and INFR shifts across timeframes, from 0.12 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

ILIT vs. INFR - Sectors Allocation Comparison


Sectors
ILIT
INFR

Basic Materials

81.9%

-

Industrials

6.4%
27.5%

Technology

4.9%

-

Consumer Cyclical

3.8%

-

Communication Services

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Healthcare

-

-

Real Estate

-

4.1%

Utilities

-

68.5%

Basic Materials

ILIT
81.9%
INFR

-

Industrials

ILIT
6.4%
INFR
27.5%

Technology

ILIT
4.9%
INFR

-

Consumer Cyclical

ILIT
3.8%
INFR

-

Communication Services

ILIT

-

INFR

-

Consumer Defensive

ILIT

-

INFR

-

Energy

ILIT

-

INFR

-

Financial Services

ILIT

-

INFR

-

Healthcare

ILIT

-

INFR

-

Real Estate

ILIT

-

INFR
4.1%

Utilities

ILIT

-

INFR
68.5%

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Return for Risk

ILIT vs. INFR — Risk / Return Rank

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

ILIT
ILIT Risk / Return Rank: 8888
Overall Rank
ILIT Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ILIT Sortino Ratio Rank: 8484
Sortino Ratio Rank
ILIT Omega Ratio Rank: 7878
Omega Ratio Rank
ILIT Calmar Ratio Rank: 9595
Calmar Ratio Rank
ILIT Martin Ratio Rank: 9191
Martin Ratio Rank

INFR
INFR Risk / Return Rank: 2727
Overall Rank
INFR Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
INFR Sortino Ratio Rank: 2525
Sortino Ratio Rank
INFR Omega Ratio Rank: 3131
Omega Ratio Rank
INFR Calmar Ratio Rank: 2626
Calmar Ratio Rank
INFR Martin Ratio Rank: 2828
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.

ILIT vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Lithium Miners And Producers ETF (ILIT) and ClearBridge Sustainable Infrastructure ETF (INFR). 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.


ILITINFRDifference
Sharpe ratioReturn per unit of total volatility

+2.81

Sortino ratioReturn per unit of downside risk

+2.49

Omega ratioGain probability vs. loss probability

1.47

1.21

+0.27

Calmar ratioReturn relative to maximum drawdown

8.00

1.28

+6.72

Martin ratioReturn relative to average drawdown

22.21

3.97

+18.24

ILIT vs. INFR - Sharpe Ratio Comparison

The current ILIT Sharpe Ratio is 3.74, which is higher than the INFR Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of ILIT and INFR, 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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Sharpe Ratios by Period


ILITINFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.74

0.93

+2.81

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

0.46

-0.55

Drawdowns

ILIT vs. INFR - Drawdown Comparison

The maximum ILIT drawdown since its inception was -73.69%, which is greater than INFR's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for ILIT and INFR.


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Drawdown Indicators


ILITINFRDifference

Max Drawdown

Largest peak-to-trough decline

-73.69%

-19.28%

-54.41%

Max Drawdown (1Y)

Largest decline over 1 year

-22.86%

-6.43%

-16.43%

Max Drawdown (3Y)

Largest decline over 3 years

-18.55%

Current Drawdown

Current decline from peak

-17.69%

-0.70%

-16.99%

Average Drawdown

Average peak-to-trough decline

-45.87%

-4.93%

-40.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.22%

2.04%

+6.18%

Volatility

ILIT vs. INFR - Volatility Comparison

Ishares Lithium Miners And Producers ETF (ILIT) has a higher volatility of 11.95% compared to ClearBridge Sustainable Infrastructure ETF (INFR) at 0.00%. This indicates that ILIT's price experiences larger fluctuations and is considered to be riskier than INFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ILITINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.95%

0.00%

+11.95%

Volatility (6M)

Calculated over the trailing 6-month period

33.28%

3.79%

+29.49%

Volatility (1Y)

Calculated over the trailing 1-year period

48.97%

9.00%

+39.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.58%

14.26%

+27.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.58%

14.26%

+27.32%

ILIT vs. INFR - Expense Ratio Comparison

ILIT has a 0.47% expense ratio, which is lower than INFR's 0.59% expense ratio.


Dividends

ILIT vs. INFR - Dividend Comparison

ILIT's dividend yield for the trailing twelve months is around 1.81%, less than INFR's 2.49% yield.


PositionTTM202520242023
ILIT
Ishares Lithium Miners And Producers ETF
1.81%2.27%6.48%0.69%
INFR
ClearBridge Sustainable Infrastructure ETF
2.49%2.52%2.36%3.06%

Frequently Asked Questions


ILIT and INFR have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ILIT has higher volatility (11.95%) compared to INFR (0.00%). In terms of maximum drawdown, ILIT dropped -73.69% vs INFR's -19.28%.

On 1-year performance, ILIT leads with 181.76% vs 7.79% for INFR. On fees, ILIT is cheaper at 0.47% per year. On volatility, INFR has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, ILIT has performed better with a 181.76% return vs 7.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ILIT is cheaper with a 0.47% expense ratio, compared with 0.59% for INFR.

INFR has the higher dividend yield at 2.49%, compared with 1.81% for ILIT.

ILIT tracks STOXX Global Lithium Miners and Producers Index - USD - Benchmark TR Net, while INFR tracks RARE Global Infrastructure Index. They also come from different issuers: iShares and ClearBridge. Their fees differ too: 0.47% for ILIT and 0.59% for INFR.

ILIT currently has the higher Sharpe Ratio (3.74 vs 0.93), 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.

Portfolio Optimizer

Find the right allocation for ILIT and INFR

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