INFR vs. DVXE
INFR (ClearBridge Sustainable Infrastructure ETF) and DVXE (WEBs Energy XLE Defined Volatility ETF) are both Energy Equities funds - INFR tracks the RARE Global Infrastructure Index while DVXE tracks the Syntax Defined Volatility XLE Index. Both are passively managed. At a 0.10 correlation, their price movements are largely independent. INFR charges 0.59%/yr vs 0.89%/yr for DVXE.
Performance
INFR vs. DVXE - Performance Comparison
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Returns By Period
In the year-to-date period, INFR achieves a 1.41% return, which is significantly lower than DVXE's 34.11% return.
INFR
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 1.41%
- 6M
- 1.56%
- 1Y
- 5.89%
- 3Y*
- 5.42%
- 5Y*
- —
- 10Y*
- —
DVXE
- 1D
- 0.96%
- 1M
- -8.86%
- YTD
- 34.11%
- 6M
- 35.08%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
INFR vs. DVXE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
INFR ClearBridge Sustainable Infrastructure ETF | 1.41% | 1.59% |
DVXE WEBs Energy XLE Defined Volatility ETF | 34.11% | 4.49% |
Correlation
The correlation between INFR and DVXE is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 23, 2025 | 0.10 |
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Return for Risk
INFR vs. DVXE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and WEBs Energy XLE Defined Volatility ETF (DVXE). 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.
| INFR | DVXE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.21 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | — | — |
| Martin ratioReturn relative to average drawdown | 3.97 | — | — |
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Drawdowns
INFR vs. DVXE - Drawdown Comparison
The maximum INFR drawdown since its inception was -19.28%, smaller than the maximum DVXE drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for INFR and DVXE.
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Drawdown Indicators
| INFR | DVXE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.28% | -20.56% | +1.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.43% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -18.48% | — | — |
Current DrawdownCurrent decline from peak | -0.70% | -18.58% | +17.88% |
Average DrawdownAverage peak-to-trough decline | -4.91% | -6.35% | +1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | — | — |
Volatility
INFR vs. DVXE - Volatility Comparison
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Volatility by Period
| INFR | DVXE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.73% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 8.90% | 31.12% | -22.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.24% | 31.12% | -16.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.24% | 31.12% | -16.88% |
INFR vs. DVXE - Expense Ratio Comparison
INFR has a 0.59% expense ratio, which is lower than DVXE's 0.89% expense ratio.
Dividends
INFR vs. DVXE - Dividend Comparison
Neither INFR nor DVXE has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
DVXE WEBs Energy XLE Defined Volatility ETF | 0.00% | 0.00% | 0.00% | 0.00% |
INFR ClearBridge Sustainable Infrastructure ETF | 1.71% | 2.52% | 2.36% | 3.06% |
Frequently Asked Questions
INFR and DVXE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, INFR is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.
INFR is cheaper with a 0.59% expense ratio, compared with 0.89% for DVXE.
INFR has the higher dividend yield at 1.71%, compared with 0.00% for DVXE.
INFR tracks RARE Global Infrastructure Index, while DVXE tracks Syntax Defined Volatility XLE Index. They also come from different issuers: ClearBridge and WEBs. Their fees differ too: 0.59% for INFR and 0.89% for DVXE.
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