Correlation
The correlation between INFR and QUAL 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. QUAL
Compare and contrast key facts about ClearBridge Sustainable Infrastructure ETF (INFR) and iShares Edge MSCI USA Quality Factor ETF (QUAL).
INFR and QUAL 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. QUAL is a passively managed fund by iShares that tracks the performance of the MSCI USA Quality Index. It was launched on Jul 16, 2013. Both INFR and QUAL 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 QUAL.
Performance
INFR vs. QUAL - Performance Comparison
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Key characteristics
INFR:
0.74
QUAL:
0.47
INFR:
1.10
QUAL:
0.68
INFR:
1.15
QUAL:
1.09
INFR:
0.72
QUAL:
0.40
INFR:
1.60
QUAL:
1.47
INFR:
7.97%
QUAL:
4.86%
INFR:
17.57%
QUAL:
18.57%
INFR:
-19.27%
QUAL:
-34.06%
INFR:
-0.10%
QUAL:
-4.74%
Returns By Period
In the year-to-date period, INFR achieves a 17.10% return, which is significantly higher than QUAL's -0.35% return.
INFR
17.10%
2.64%
9.07%
11.18%
N/A
N/A
N/A
QUAL
-0.35%
4.52%
-3.94%
7.94%
14.29%
14.51%
12.35%
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INFR vs. QUAL - Expense Ratio Comparison
INFR has a 0.59% expense ratio, which is higher than QUAL's 0.15% expense ratio.
Risk-Adjusted Performance
INFR vs. QUAL — Risk-Adjusted Performance Rank
INFR
QUAL
INFR vs. QUAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and iShares Edge MSCI USA Quality Factor ETF (QUAL). 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. QUAL - Dividend Comparison
INFR's dividend yield for the trailing twelve months is around 2.01%, more than QUAL's 1.03% 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% |
QUAL iShares Edge MSCI USA Quality Factor ETF | 1.03% | 1.02% | 1.23% | 1.59% | 1.20% | 1.39% | 1.60% | 2.00% | 1.76% | 1.96% | 1.63% | 1.35% |
Drawdowns
INFR vs. QUAL - Drawdown Comparison
The maximum INFR drawdown since its inception was -19.27%, smaller than the maximum QUAL drawdown of -34.06%. Use the drawdown chart below to compare losses from any high point for INFR and QUAL.
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Volatility
INFR vs. QUAL - Volatility Comparison
ClearBridge Sustainable Infrastructure ETF (INFR) and iShares Edge MSCI USA Quality Factor ETF (QUAL) have volatilities of 5.03% and 4.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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