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

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.

Loading charts...

Returns By Period


INFR

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

ACWV

1D
-0.15%
1M
0.92%
6M
2.66%
YTD
3.83%
1Y
6.41%
3Y*
9.88%
5Y*
5.49%
10Y*
7.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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
3.83%11.04%11.38%8.23%-0.25%

Correlation

The correlation between INFR and ACWV is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.36

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

0.57

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2022

0.60

Over the past year, the correlation between INFR and ACWV has dropped to 0.36 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.

INFR vs. ACWV - Sectors Allocation Comparison


Sectors
INFR
ACWV

Utilities

68.5%
7.3%

Industrials

27.5%
8.1%

Real Estate

4.1%
0.6%

Basic Materials

-

1.5%

Communication Services

-

11.9%

Consumer Cyclical

-

5.1%

Consumer Defensive

-

9.8%

Energy

-

3.7%

Financial Services

-

13.2%

Healthcare

-

13.0%

Technology

-

25.8%

Utilities

INFR
68.5%
ACWV
7.3%

Industrials

INFR
27.5%
ACWV
8.1%

Real Estate

INFR
4.1%
ACWV
0.6%

Basic Materials

INFR

-

ACWV
1.5%

Communication Services

INFR

-

ACWV
11.9%

Consumer Cyclical

INFR

-

ACWV
5.1%

Consumer Defensive

INFR

-

ACWV
9.8%

Energy

INFR

-

ACWV
3.7%

Financial Services

INFR

-

ACWV
13.2%

Healthcare

INFR

-

ACWV
13.0%

Technology

INFR

-

ACWV
25.8%

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

INFR vs. ACWV — Risk / Return Rank

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

INFR

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


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

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.


INFRACWVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.15

Calmar ratioReturn relative to maximum drawdown

1.01

Martin ratioReturn relative to average drawdown

2.89

INFR vs. ACWV - Sharpe Ratio Comparison


Loading charts...

Drawdowns

INFR vs. ACWV - Drawdown Comparison


Loading charts...

Drawdown Indicators


INFRACWVDifference

Max Drawdown

Largest peak-to-trough decline

-28.82%

Max Drawdown (1Y)

Largest decline over 1 year

-6.37%

Max Drawdown (3Y)

Largest decline over 3 years

-7.56%

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

-1.52%

Average Drawdown

Average peak-to-trough decline

-3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.22%

Volatility

INFR vs. ACWV - Volatility Comparison


Loading charts...

Volatility by Period


INFRACWVDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.17%

Volatility (6M)

Calculated over the trailing 6-month period

6.23%

Volatility (1Y)

Calculated over the trailing 1-year period

8.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.29%

INFR vs. ACWV - Expense Ratio Comparison

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


Dividends

INFR vs. ACWV - Dividend Comparison

INFR has not paid dividends to shareholders, while ACWV's dividend yield for the trailing twelve months is around 1.93%.


PositionTTM20252024202320222021202020192018201720162015
ACWV
iShares MSCI Global Min Vol Factor ETF
1.93%2.09%2.33%2.41%2.18%1.92%1.77%2.54%2.32%2.04%2.56%2.28%
INFR
ClearBridge Sustainable Infrastructure ETF
1.71%2.52%2.36%3.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


INFR and ACWV have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ACWV is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ACWV is cheaper with a 0.20% expense ratio, compared with 0.59% for INFR.

ACWV has the higher dividend yield at 1.93%, compared with 1.71% for INFR.

INFR is categorized as Energy Equities, while ACWV is Global Equities. INFR tracks RARE Global Infrastructure Index, while ACWV tracks MSCI ACWI Minimum Volatility Index. They also come from different issuers: ClearBridge and iShares. Their fees differ too: 0.59% for INFR and 0.20% for ACWV.

Portfolio Optimizer

Find the right allocation for INFR and ACWV

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