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INFR vs. EFAV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

INFR vs. EFAV

Last updated Jun 24, 2026

INFR (ClearBridge Sustainable Infrastructure ETF) and EFAV (iShares MSCI EAFE Min Vol Factor ETF) are both exchange-traded funds - INFR is a Energy Equities fund tracking the RARE Global Infrastructure Index, while EFAV is a Foreign Large Cap Equities fund tracking the MSCI EAFE Minimum Volatility (USD) Index. Both are passively managed. Over the past 3 years, INFR returned 5.42%/yr vs 12.53%/yr for EFAV. A 0.67 correlation means they provide meaningful diversification when combined. INFR charges 0.59%/yr vs 0.20%/yr for EFAV.

Performance

INFR vs. EFAV - Performance Comparison

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

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Returns By Period

In the year-to-date period, INFR achieves a 1.41% return, which is significantly lower than EFAV's 2.67% return.

INFR

1D
0.00%
1M
0.00%
YTD
1.41%
6M
1.56%
1Y
5.89%
3Y*
5.42%
5Y*
—
10Y*
—

EFAV

1D
-0.18%
1M
-3.17%
YTD
2.67%
6M
2.24%
1Y
8.51%
3Y*
12.53%
5Y*
5.83%
10Y*
6.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INFR vs. EFAV - Yearly Performance Comparison

2026 (YTD)2025202420232022
INFR
ClearBridge Sustainable Infrastructure ETF		1.41%24.00%-6.23%5.20%-0.19%
EFAV
iShares MSCI EAFE Min Vol Factor ETF		2.67%26.00%5.30%12.52%0.28%

Correlation

The correlation between INFR and EFAV is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.48

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

0.65

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

0.67

The correlation between INFR and EFAV shifts across timeframes, from 0.48 (1 year) to 0.67 (all time), reflecting how their relationship changes across market environments.

INFR vs. EFAV - Sectors Allocation Comparison

Sectors
INFR
EFAV

Utilities

68.5%
8.8%

Industrials

27.5%
15.9%

Real Estate

4.1%
3.0%

Basic Materials

-

1.5%

Communication Services

-

9.6%

Consumer Cyclical

-

5.0%

Consumer Defensive

-

11.9%

Energy

-

8.3%

Financial Services

-

19.4%

Healthcare

-

12.0%

Technology

-

4.6%

Utilities

INFR
68.5%
EFAV
8.8%

Industrials

INFR
27.5%
EFAV
15.9%

Real Estate

INFR
4.1%
EFAV
3.0%

Basic Materials

INFR

-

EFAV
1.5%

Communication Services

INFR

-

EFAV
9.6%

Consumer Cyclical

INFR

-

EFAV
5.0%

Consumer Defensive

INFR

-

EFAV
11.9%

Energy

INFR

-

EFAV
8.3%

Financial Services

INFR

-

EFAV
19.4%

Healthcare

INFR

-

EFAV
12.0%

Technology

INFR

-

EFAV
4.6%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ClearBridge Sustainable Infrastructure ETF

iShares MSCI EAFE Min Vol Factor ETF

Often compared with INFR:
INFR vs. DTCRINFR vs. IGFINFR vs. ICAPINFR vs. GIN.LINFR vs. SPYINFR vs. ACWVINFR vs. QUAL
Often compared with EFAV:
EFAV vs. EFVEFAV vs. EFAEFAV vs. ACWVEFAV vs. EEMVEFAV vs. USMVEFAV vs. EFASEFAV vs. SPLV

Return for Risk

INFR vs. EFAV — 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.

EFAV
EFAV Risk / Return Rank: 2424
Overall Rank
EFAV Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
EFAV Sortino Ratio Rank: 2222
Sortino Ratio Rank
EFAV Omega Ratio Rank: 2222
Omega Ratio Rank
EFAV Calmar Ratio Rank: 2727
Calmar Ratio Rank
EFAV Martin Ratio Rank: 2626
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. EFAV - Risk-Adjusted Trends Comparison

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

INFREFAVDifference
Sharpe ratioReturn per unit of total volatility
0.93
0.81

+0.12

Sortino ratioReturn per unit of downside risk
1.36
1.19

+0.17

Omega ratioGain probability vs. loss probability

1.21

1.15

+0.06

Calmar ratioReturn relative to maximum drawdown

1.28

1.28

0.00

Martin ratioReturn relative to average drawdown

3.97

3.26

+0.70

INFR vs. EFAV - Sharpe Ratio Comparison

The current INFR Sharpe Ratio is 0.93, which is comparable to the EFAV Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of INFR and EFAV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

INFR vs. EFAV - Drawdown Comparison

The maximum INFR drawdown since its inception was -19.28%, smaller than the maximum EFAV drawdown of -27.56%. Use the drawdown chart below to compare losses from any high point for INFR and EFAV.

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Drawdown Indicators

INFREFAVDifference

Max Drawdown

Largest peak-to-trough decline

-19.28%

-27.56%

+8.28%

Max Drawdown (1Y)

Largest decline over 1 year

-6.43%

-6.66%

+0.23%

Max Drawdown (3Y)

Largest decline over 3 years

-18.48%

-8.75%

-9.73%

Max Drawdown (5Y)

Largest decline over 5 years

—

-27.46%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-27.56%

—

Current Drawdown

Current decline from peak

-0.70%

-6.66%

+5.96%

Average Drawdown

Average peak-to-trough decline

-4.91%

-4.77%

-0.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

2.61%

-0.57%

Volatility

INFR vs. EFAV - Volatility Comparison

The current volatility for ClearBridge Sustainable Infrastructure ETF (INFR) is 0.00%, while iShares MSCI EAFE Min Vol Factor ETF (EFAV) has a volatility of 3.10%. This indicates that INFR experiences smaller price fluctuations and is considered to be less risky than EFAV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

INFREFAVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

3.10%

-3.10%

Volatility (6M)

Calculated over the trailing 6-month period

3.73%

8.53%

-4.80%

Volatility (1Y)

Calculated over the trailing 1-year period

8.90%

10.57%

-1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.24%

11.82%

+2.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.24%

13.06%

+1.18%

INFR vs. EFAV - Expense Ratio Comparison

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

Dividends

INFR vs. EFAV - Dividend Comparison

INFR has not paid dividends to shareholders, while EFAV's dividend yield for the trailing twelve months is around 3.29%.

PositionTTM20252024202320222021202020192018201720162015
EFAV
iShares MSCI EAFE Min Vol Factor ETF		3.29%3.20%3.24%3.08%2.53%2.47%1.33%4.19%3.34%2.45%3.94%2.49%
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 EFAV have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EFAV has higher volatility (3.10%) compared to INFR (0.00%). In terms of maximum drawdown, INFR dropped -19.28% vs EFAV's -27.56%.

On 3-year performance, EFAV leads with 12.53% vs 5.42% for INFR. On fees, EFAV is cheaper at 0.20% per year. On volatility, INFR has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, EFAV has performed better with a 12.53% return vs 5.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

EFAV has the higher dividend yield at 3.29%, compared with 1.71% for INFR.

INFR is categorized as Energy Equities, while EFAV is Foreign Large Cap Equities. INFR tracks RARE Global Infrastructure Index, while EFAV tracks MSCI EAFE Minimum Volatility (USD) Index. They also come from different issuers: ClearBridge and iShares. Their fees differ too: 0.59% for INFR and 0.20% for EFAV.

INFR currently has the higher Sharpe Ratio (0.93 vs 0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for INFR and EFAV

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