Correlation
The correlation between INFR and EFAV is 0.41, 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.
INFR vs. EFAV
Compare and contrast key facts about ClearBridge Sustainable Infrastructure ETF (INFR) and iShares Edge MSCI Min Vol EAFE ETF (EFAV).
INFR and EFAV 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. EFAV is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Minimum Volatility Index. It was launched on Oct 18, 2011. Both INFR and EFAV 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 EFAV.
Performance
INFR vs. EFAV - Performance Comparison
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Key characteristics
INFR:
0.74
EFAV:
1.91
INFR:
1.10
EFAV:
2.47
INFR:
1.15
EFAV:
1.34
INFR:
0.72
EFAV:
2.61
INFR:
1.60
EFAV:
6.44
INFR:
7.97%
EFAV:
3.50%
INFR:
17.57%
EFAV:
12.29%
INFR:
-19.27%
EFAV:
-27.56%
INFR:
-0.10%
EFAV:
-0.04%
Returns By Period
In the year-to-date period, INFR achieves a 17.10% return, which is significantly lower than EFAV's 19.42% return.
INFR
17.10%
2.64%
9.07%
11.18%
N/A
N/A
N/A
EFAV
19.42%
3.14%
15.67%
21.69%
10.76%
7.72%
5.25%
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INFR vs. EFAV - Expense Ratio Comparison
INFR has a 0.59% expense ratio, which is higher than EFAV's 0.20% expense ratio.
Risk-Adjusted Performance
INFR vs. EFAV — Risk-Adjusted Performance Rank
INFR
EFAV
INFR vs. EFAV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and iShares Edge MSCI Min Vol EAFE 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.
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Dividends
INFR vs. EFAV - Dividend Comparison
INFR's dividend yield for the trailing twelve months is around 2.01%, less than EFAV's 2.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INFR ClearBridge Sustainable Infrastructure ETF | 2.01% | 2.36% | 3.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EFAV iShares Edge MSCI Min Vol EAFE ETF | 2.71% | 3.24% | 3.07% | 2.53% | 2.47% | 1.33% | 4.19% | 3.34% | 2.45% | 3.94% | 2.49% | 3.57% |
Drawdowns
INFR vs. EFAV - Drawdown Comparison
The maximum INFR drawdown since its inception was -19.27%, 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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Volatility
INFR vs. EFAV - Volatility Comparison
ClearBridge Sustainable Infrastructure ETF (INFR) has a higher volatility of 5.03% compared to iShares Edge MSCI Min Vol EAFE ETF (EFAV) at 3.60%. This indicates that INFR's price experiences larger fluctuations and is considered to be riskier than EFAV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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