INFR vs. FUTY
Compare and contrast key facts about ClearBridge Sustainable Infrastructure ETF (INFR) and Fidelity MSCI Utilities Index ETF (FUTY).
INFR and FUTY 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. FUTY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Utilities Index. It was launched on Oct 21, 2013. Both INFR and FUTY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
INFR vs. FUTY - Performance Comparison
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INFR vs. FUTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
INFR ClearBridge Sustainable Infrastructure ETF | 1.41% | 24.00% | -6.23% | 5.20% | -0.19% |
FUTY Fidelity MSCI Utilities Index ETF | 8.91% | 16.40% | 23.20% | -7.46% | 0.77% |
Returns By Period
In the year-to-date period, INFR achieves a 1.41% return, which is significantly lower than FUTY's 8.91% return.
INFR
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 1.41%
- 6M
- 6.58%
- 1Y
- 16.43%
- 3Y*
- 5.84%
- 5Y*
- —
- 10Y*
- —
FUTY
- 1D
- 0.66%
- 1M
- -0.88%
- YTD
- 8.91%
- 6M
- 6.40%
- 1Y
- 19.63%
- 3Y*
- 14.53%
- 5Y*
- 10.76%
- 10Y*
- 9.80%
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INFR vs. FUTY - Expense Ratio Comparison
INFR has a 0.59% expense ratio, which is higher than FUTY's 0.08% expense ratio.
Return for Risk
INFR vs. FUTY — Risk / Return Rank
INFR
FUTY
INFR vs. FUTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and Fidelity MSCI Utilities Index ETF (FUTY). 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 | FUTY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.27 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.72 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.25 | -0.02 |
Martin ratioReturn relative to average drawdown | 8.76 | 5.36 | +3.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INFR | FUTY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.27 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.59 | -0.12 |
Correlation
The correlation between INFR and FUTY is 0.61, 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.
Dividends
INFR vs. FUTY - Dividend Comparison
INFR's dividend yield for the trailing twelve months is around 2.49%, which matches FUTY's 2.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INFR ClearBridge Sustainable Infrastructure ETF | 2.49% | 2.52% | 2.36% | 3.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FUTY Fidelity MSCI Utilities Index ETF | 2.48% | 2.67% | 2.96% | 3.31% | 2.72% | 2.70% | 3.07% | 2.82% | 3.11% | 3.03% | 3.35% | 4.33% |
Drawdowns
INFR vs. FUTY - Drawdown Comparison
The maximum INFR drawdown since its inception was -19.28%, smaller than the maximum FUTY drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for INFR and FUTY.
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Drawdown Indicators
| INFR | FUTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.28% | -36.44% | +17.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -8.93% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.44% | — |
Current DrawdownCurrent decline from peak | -0.70% | -2.12% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -5.14% | -6.06% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 3.75% | -1.48% |
Volatility
INFR vs. FUTY - Volatility Comparison
The current volatility for ClearBridge Sustainable Infrastructure ETF (INFR) is 0.00%, while Fidelity MSCI Utilities Index ETF (FUTY) has a volatility of 5.06%. This indicates that INFR experiences smaller price fluctuations and is considered to be less risky than FUTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INFR | FUTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 5.06% | -5.06% |
Volatility (6M)Calculated over the trailing 6-month period | 5.24% | 10.14% | -4.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.68% | 15.53% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 16.92% | -2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 18.99% | -4.37% |