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INFR vs. ACWV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

INFR vs. ACWV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Sustainable Infrastructure ETF (INFR) and iShares MSCI Global Min Vol Factor ETF (ACWV). The values are adjusted to include any dividend payments, if applicable.

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INFR vs. ACWV - Yearly Performance Comparison


2026 (YTD)2025202420232022
INFR
ClearBridge Sustainable Infrastructure ETF
1.41%24.00%-6.23%5.20%-0.19%
ACWV
iShares MSCI Global Min Vol Factor ETF
0.64%11.04%11.38%8.23%0.35%

Returns By Period

In the year-to-date period, INFR achieves a 1.41% return, which is significantly higher than ACWV's 0.64% return.


INFR

1D
0.00%
1M
0.00%
YTD
1.41%
6M
6.28%
1Y
17.50%
3Y*
5.85%
5Y*
10Y*

ACWV

1D
1.37%
1M
-4.54%
YTD
0.64%
6M
0.74%
1Y
4.86%
3Y*
9.78%
5Y*
6.10%
10Y*
7.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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INFR vs. ACWV - Expense Ratio Comparison

INFR has a 0.59% expense ratio, which is higher than ACWV's 0.20% expense ratio.


Return for Risk

INFR vs. ACWV — Risk / Return Rank

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

INFR
INFR Risk / Return Rank: 7878
Overall Rank
INFR Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
INFR Sortino Ratio Rank: 7272
Sortino Ratio Rank
INFR Omega Ratio Rank: 7676
Omega Ratio Rank
INFR Calmar Ratio Rank: 8585
Calmar Ratio Rank
INFR Martin Ratio Rank: 8585
Martin Ratio Rank

ACWV
ACWV Risk / Return Rank: 3030
Overall Rank
ACWV Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
ACWV Sortino Ratio Rank: 2626
Sortino Ratio Rank
ACWV Omega Ratio Rank: 2727
Omega Ratio Rank
ACWV Calmar Ratio Rank: 3232
Calmar Ratio Rank
ACWV Martin Ratio Rank: 3737
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.

INFR vs. ACWV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and iShares MSCI Global Min Vol Factor ETF (ACWV). 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.


INFRACWVDifference

Sharpe ratio

Return per unit of total volatility

1.26

0.45

+0.81

Sortino ratio

Return per unit of downside risk

1.81

0.69

+1.12

Omega ratio

Gain probability vs. loss probability

1.29

1.10

+0.19

Calmar ratio

Return relative to maximum drawdown

2.51

0.73

+1.79

Martin ratio

Return relative to average drawdown

9.89

3.16

+6.73

INFR vs. ACWV - Sharpe Ratio Comparison

The current INFR Sharpe Ratio is 1.26, which is higher than the ACWV Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of INFR and ACWV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


INFRACWVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

0.45

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.70

-0.23

Correlation

The correlation between INFR and ACWV is 0.63, 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

INFR vs. ACWV - Dividend Comparison

INFR's dividend yield for the trailing twelve months is around 2.49%, more than ACWV's 2.07% yield.


TTM20252024202320222021202020192018201720162015
INFR
ClearBridge Sustainable Infrastructure ETF
2.49%2.52%2.36%3.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ACWV
iShares MSCI Global Min Vol Factor ETF
2.07%2.09%2.33%2.41%2.18%1.92%1.77%2.54%2.32%2.04%2.56%2.28%

Drawdowns

INFR vs. ACWV - Drawdown Comparison

The maximum INFR drawdown since its inception was -19.28%, smaller than the maximum ACWV drawdown of -28.82%. Use the drawdown chart below to compare losses from any high point for INFR and ACWV.


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Drawdown Indicators


INFRACWVDifference

Max Drawdown

Largest peak-to-trough decline

-19.28%

-28.82%

+9.54%

Max Drawdown (1Y)

Largest decline over 1 year

-8.93%

-7.56%

-1.37%

Max Drawdown (5Y)

Largest decline over 5 years

-18.14%

Max Drawdown (10Y)

Largest decline over 10 years

-28.82%

Current Drawdown

Current decline from peak

-0.70%

-4.54%

+3.84%

Average Drawdown

Average peak-to-trough decline

-5.16%

-3.11%

-2.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.27%

1.73%

+0.54%

Volatility

INFR vs. ACWV - Volatility Comparison

The current volatility for ClearBridge Sustainable Infrastructure ETF (INFR) is 0.00%, while iShares MSCI Global Min Vol Factor ETF (ACWV) has a volatility of 3.24%. This indicates that INFR experiences smaller price fluctuations and is considered to be less risky than ACWV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INFRACWVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

3.24%

-3.24%

Volatility (6M)

Calculated over the trailing 6-month period

5.26%

5.54%

-0.28%

Volatility (1Y)

Calculated over the trailing 1-year period

14.68%

10.76%

+3.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.64%

10.25%

+4.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.64%

12.31%

+2.33%