INFR vs. ACWV
Compare and contrast key facts about ClearBridge Sustainable Infrastructure ETF (INFR) and iShares MSCI Global Min Vol Factor ETF (ACWV).
INFR and ACWV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INFR is a passively managed fund by ClearBridge that tracks the performance of the RARE Global Infrastructure Index. It was launched on Dec 14, 2022. ACWV is a passively managed fund by iShares that tracks the performance of the MSCI AC World Minimum Volatility (USD). It was launched on Oct 18, 2011. Both INFR and ACWV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INFR or ACWV.
Correlation
The correlation between INFR and ACWV is 0.43, 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.
Performance
INFR vs. ACWV - Performance Comparison
Key characteristics
INFR:
0.68
ACWV:
1.52
INFR:
1.04
ACWV:
2.06
INFR:
1.14
ACWV:
1.31
INFR:
0.67
ACWV:
2.20
INFR:
1.45
ACWV:
9.18
INFR:
8.11%
ACWV:
1.81%
INFR:
17.40%
ACWV:
10.96%
INFR:
-19.27%
ACWV:
-28.82%
INFR:
-0.22%
ACWV:
-0.26%
Returns By Period
In the year-to-date period, INFR achieves a 15.39% return, which is significantly higher than ACWV's 7.84% return.
INFR
15.39%
13.00%
10.02%
10.51%
N/A
N/A
ACWV
7.84%
9.09%
5.07%
15.81%
8.69%
7.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
INFR vs. ACWV - Expense Ratio Comparison
INFR has a 0.59% expense ratio, which is higher than ACWV's 0.20% expense ratio.
Risk-Adjusted Performance
INFR vs. ACWV — Risk-Adjusted Performance Rank
INFR
ACWV
INFR vs. ACWV - Risk-Adjusted Performance 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.
Dividends
INFR vs. ACWV - Dividend Comparison
INFR's dividend yield for the trailing twelve months is around 2.04%, less than ACWV's 2.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INFR ClearBridge Sustainable Infrastructure ETF | 2.04% | 2.36% | 3.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ACWV iShares MSCI Global Min Vol Factor ETF | 2.16% | 2.33% | 2.41% | 2.18% | 1.92% | 1.77% | 2.54% | 2.32% | 2.04% | 2.56% | 2.28% | 2.22% |
Drawdowns
INFR vs. ACWV - Drawdown Comparison
The maximum INFR drawdown since its inception was -19.27%, 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. For additional features, visit the drawdowns tool.
Volatility
INFR vs. ACWV - Volatility Comparison
ClearBridge Sustainable Infrastructure ETF (INFR) has a higher volatility of 7.26% compared to iShares MSCI Global Min Vol Factor ETF (ACWV) at 5.15%. This indicates that INFR's price experiences larger fluctuations and is considered to be riskier than ACWV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.