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INFR vs. IXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

INFR vs. IXC

Last updated Jun 24, 2026

INFR (ClearBridge Sustainable Infrastructure ETF) and IXC (iShares Global Energy ETF) are both Energy Equities funds - INFR tracks the RARE Global Infrastructure Index while IXC tracks the S&P Global 1200 Energy Capped Index. Both are passively managed. Over the past 3 years, INFR returned 5.42%/yr vs 16.38%/yr for IXC. At a 0.23 correlation, their price movements are largely independent. INFR charges 0.59%/yr vs 0.40%/yr for IXC.

Performance

INFR vs. IXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Sustainable Infrastructure ETF (INFR) and iShares Global Energy ETF (IXC). 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 IXC's 22.29% return.

INFR

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

IXC

1D
0.44%
1M
-8.68%
YTD
22.29%
6M
23.05%
1Y
31.78%
3Y*
16.38%
5Y*
17.77%
10Y*
9.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INFR vs. IXC - Yearly Performance Comparison

2026 (YTD)2025202420232022
INFR
ClearBridge Sustainable Infrastructure ETF		1.41%24.00%-6.23%5.20%-0.19%
IXC
iShares Global Energy ETF		22.29%13.98%1.95%3.92%2.98%

Correlation

The correlation between INFR and IXC is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.11

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

0.20

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

0.23

The correlation between INFR and IXC shifts across timeframes, from 0.11 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.

INFR vs. IXC - Sectors Allocation Comparison

Sectors
INFR
IXC

Utilities

68.5%

-

Industrials

27.5%

-

Real Estate

4.1%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

100.0%

Financial Services

-

-

Healthcare

-

-

Technology

-

-

Utilities

INFR
68.5%
IXC

-

Industrials

INFR
27.5%
IXC

-

Real Estate

INFR
4.1%
IXC

-

Basic Materials

INFR

-

IXC

-

Communication Services

INFR

-

IXC

-

Consumer Cyclical

INFR

-

IXC

-

Consumer Defensive

INFR

-

IXC

-

Energy

INFR

-

IXC
100.0%

Financial Services

INFR

-

IXC

-

Healthcare

INFR

-

IXC

-

Technology

INFR

-

IXC

-

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 Global Energy ETF

Often compared with INFR:
INFR vs. DTCRINFR vs. IGFINFR vs. ICAPINFR vs. GIN.LINFR vs. SPYINFR vs. EFAVINFR vs. ACWV
Often compared with IXC:
IXC vs. XLEIXC vs. VDEIXC vs. IYEIXC vs. OIHIXC vs. IUES.LIXC vs. DDMIXC vs. XDW0.DE

Return for Risk

INFR vs. IXC — 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.

IXC
IXC Risk / Return Rank: 4949
Overall Rank
IXC Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 4646
Sortino Ratio Rank
IXC Omega Ratio Rank: 4545
Omega Ratio Rank
IXC Calmar Ratio Rank: 5050
Calmar Ratio Rank
IXC Martin Ratio Rank: 5151
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. IXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and iShares Global Energy ETF (IXC). 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.

INFRIXCDifference
Sharpe ratioReturn per unit of total volatility
0.93
1.68

-0.75

Sortino ratioReturn per unit of downside risk
1.36
2.22

-0.86

Omega ratioGain probability vs. loss probability

1.21

1.28

-0.07

Calmar ratioReturn relative to maximum drawdown

1.28

2.40

-1.12

Martin ratioReturn relative to average drawdown

3.97

8.40

-4.43

INFR vs. IXC - Sharpe Ratio Comparison

The current INFR Sharpe Ratio is 0.93, which is lower than the IXC Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of INFR and IXC, 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. IXC - Drawdown Comparison

The maximum INFR drawdown since its inception was -19.28%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for INFR and IXC.

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Drawdown Indicators

INFRIXCDifference

Max Drawdown

Largest peak-to-trough decline

-19.28%

-67.88%

+48.60%

Max Drawdown (1Y)

Largest decline over 1 year

-6.43%

-13.31%

+6.88%

Max Drawdown (3Y)

Largest decline over 3 years

-18.48%

-19.06%

+0.58%

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.93%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-64.16%

—

Current Drawdown

Current decline from peak

-0.70%

-11.99%

+11.29%

Average Drawdown

Average peak-to-trough decline

-4.91%

-17.46%

+12.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

3.80%

-1.76%

Volatility

INFR vs. IXC - Volatility Comparison

The current volatility for ClearBridge Sustainable Infrastructure ETF (INFR) is 0.00%, while iShares Global Energy ETF (IXC) has a volatility of 6.54%. This indicates that INFR experiences smaller price fluctuations and is considered to be less risky than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

INFRIXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

6.54%

-6.54%

Volatility (6M)

Calculated over the trailing 6-month period

3.73%

15.76%

-12.03%

Volatility (1Y)

Calculated over the trailing 1-year period

8.90%

19.16%

-10.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.24%

23.48%

-9.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.24%

26.83%

-12.59%

INFR vs. IXC - Expense Ratio Comparison

INFR has a 0.59% expense ratio, which is higher than IXC's 0.40% expense ratio.

Dividends

INFR vs. IXC - Dividend Comparison

INFR has not paid dividends to shareholders, while IXC's dividend yield for the trailing twelve months is around 3.11%.

PositionTTM20252024202320222021202020192018201720162015
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%
IXC
iShares Global Energy ETF		3.11%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%

Frequently Asked Questions

INFR and IXC have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXC has higher volatility (6.54%) compared to INFR (0.00%). In terms of maximum drawdown, INFR dropped -19.28% vs IXC's -67.88%.

On 3-year performance, IXC leads with 16.38% vs 5.42% for INFR. On fees, IXC is cheaper at 0.40% 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, IXC has performed better with a 16.38% return vs 5.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IXC is cheaper with a 0.40% expense ratio, compared with 0.59% for INFR.

IXC has the higher dividend yield at 3.11%, compared with 1.71% for INFR.

INFR tracks RARE Global Infrastructure Index, while IXC tracks S&P Global 1200 Energy Capped Index. They also come from different issuers: ClearBridge and iShares. Their fees differ too: 0.59% for INFR and 0.40% for IXC.

IXC currently has the higher Sharpe Ratio (1.68 vs 0.93), 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 IXC

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