INFR vs. BKGI

Last updated Apr 1, 2026

Compare and contrast key facts about ClearBridge Sustainable Infrastructure ETF (INFR) and Bny Mellon Global Infrastructure Income ETF (BKGI).

INFR and BKGI 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. BKGI is an actively managed fund by BNY Mellon. It was launched on Nov 2, 2022.

Performance

INFR vs. BKGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Sustainable Infrastructure ETF (INFR) and Bny Mellon Global Infrastructure Income ETF (BKGI). The values are adjusted to include any dividend payments, if applicable.

INFR vs. BKGI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
INFR ClearBridge Sustainable Infrastructure ETF	1.41%	24.00%	-6.23%	5.20%	-0.19%
BKGI Bny Mellon Global Infrastructure Income ETF	10.41%	37.53%	12.35%	9.72%	1.09%

Returns By Period

In the year-to-date period, INFR achieves a 1.41% return, which is significantly lower than BKGI's 10.41% return.

INFR

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

BKGI

• 1D: 1.11%
• 1M: -3.70%
• YTD: 10.41%
• 6M: 15.93%
• 1Y: 32.81%
• 3Y*: 21.60%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

INFR vs. BKGI - Expense Ratio Comparison

INFR has a 0.59% expense ratio, which is lower than BKGI's 0.65% expense ratio.

BKGI

Bny Mellon Global Infrastructure Income ETF

INFR

ClearBridge Sustainable Infrastructure ETF

Return for Risk

INFR vs. BKGI — Risk / Return Rank

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

INFR

INFR Risk / Return Rank: 78
INFR Sharpe Ratio Rank: 72
INFR Sortino Ratio Rank: 72
INFR Omega Ratio Rank: 76
INFR Calmar Ratio Rank: 85
INFR Martin Ratio Rank: 85

BKGI

BKGI Risk / Return Rank: 94
BKGI Sharpe Ratio Rank: 94
BKGI Sortino Ratio Rank: 93
BKGI Omega Ratio Rank: 95
BKGI Calmar Ratio Rank: 91
BKGI Martin Ratio Rank: 95

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. BKGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and Bny Mellon Global Infrastructure Income ETF (BKGI). 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.

	INFR	BKGI	Difference
Sharpe ratio Return per unit of total volatility	1.26	2.25	-0.98
Sortino ratio Return per unit of downside risk	1.81	2.84	-1.03
Omega ratio Gain probability vs. loss probability	1.29	1.46	-0.18
Calmar ratio Return relative to maximum drawdown	2.51	3.13	-0.62
Martin ratio Return relative to average drawdown	9.89	15.90	-6.01
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

INFR vs. BKGI - Sharpe Ratio Comparison

The current INFR Sharpe Ratio is 1.26, which is lower than the BKGI Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of INFR and BKGI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	INFR	BKGI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.26	2.25	-0.98
Sharpe Ratio (All Time) Calculated using the full available price history	0.47	1.66	-1.19

Correlation

The correlation between INFR and BKGI is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

INFR vs. BKGI - Dividend Comparison

INFR's dividend yield for the trailing twelve months is around 2.49%, more than BKGI's 2.40% yield.

	TTM	2025	2024	2023	2022
INFR ClearBridge Sustainable Infrastructure ETF	2.49%	2.52%	2.36%	3.06%	0.00%
BKGI Bny Mellon Global Infrastructure Income ETF	2.40%	2.65%	4.55%	4.55%	0.53%

Drawdowns

INFR vs. BKGI - Drawdown Comparison

The maximum INFR drawdown since its inception was -19.28%, which is greater than BKGI's maximum drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for INFR and BKGI.

Drawdown Indicators

	INFR	BKGI	Difference
Max Drawdown Largest peak-to-trough decline	-19.28%	-14.79%	-4.49%
Max Drawdown (1Y) Largest decline over 1 year	-8.93%	-10.35%	+1.42%
Current Drawdown Current decline from peak	-0.70%	-3.76%	+3.06%
Average Drawdown Average peak-to-trough decline	-5.16%	-2.60%	-2.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.27%	2.04%	+0.23%

Volatility

INFR vs. BKGI - Volatility Comparison

The current volatility for ClearBridge Sustainable Infrastructure ETF (INFR) is 0.00%, while Bny Mellon Global Infrastructure Income ETF (BKGI) has a volatility of 4.74%. This indicates that INFR experiences smaller price fluctuations and is considered to be less risky than BKGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	INFR	BKGI	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.00%	4.74%	-4.74%
Volatility (6M) Calculated over the trailing 6-month period	5.26%	7.91%	-2.65%
Volatility (1Y) Calculated over the trailing 1-year period	14.68%	14.67%	+0.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.64%	14.07%	+0.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.64%	14.07%	+0.57%