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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INFR or FUTY.
Correlation
The correlation between INFR and FUTY is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
INFR vs. FUTY - Performance Comparison
Key characteristics
INFR:
0.68
FUTY:
1.27
INFR:
1.04
FUTY:
1.75
INFR:
1.14
FUTY:
1.23
INFR:
0.67
FUTY:
2.11
INFR:
1.45
FUTY:
5.26
INFR:
8.11%
FUTY:
4.05%
INFR:
17.40%
FUTY:
16.87%
INFR:
-19.27%
FUTY:
-36.44%
INFR:
-0.22%
FUTY:
-0.88%
Returns By Period
In the year-to-date period, INFR achieves a 15.39% return, which is significantly higher than FUTY's 7.73% return.
INFR
15.39%
13.00%
10.02%
10.51%
N/A
N/A
FUTY
7.73%
9.88%
5.87%
19.61%
10.79%
9.69%
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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.
Risk-Adjusted Performance
INFR vs. FUTY — Risk-Adjusted Performance Rank
INFR
FUTY
INFR vs. FUTY - Risk-Adjusted Performance 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.
Dividends
INFR vs. FUTY - Dividend Comparison
INFR's dividend yield for the trailing twelve months is around 2.04%, less than FUTY's 2.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INFR ClearBridge Sustainable Infrastructure ETF | 2.04% | 2.36% | 3.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FUTY Fidelity MSCI Utilities Index ETF | 2.75% | 2.96% | 3.31% | 2.72% | 2.70% | 3.07% | 2.82% | 3.11% | 3.03% | 3.35% | 4.33% | 3.04% |
Drawdowns
INFR vs. FUTY - Drawdown Comparison
The maximum INFR drawdown since its inception was -19.27%, 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. For additional features, visit the drawdowns tool.
Volatility
INFR vs. FUTY - Volatility Comparison
ClearBridge Sustainable Infrastructure ETF (INFR) has a higher volatility of 7.26% compared to Fidelity MSCI Utilities Index ETF (FUTY) at 5.85%. This indicates that INFR's price experiences larger fluctuations and is considered to be riskier than FUTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.