INFR vs. SPY
Compare and contrast key facts about ClearBridge Sustainable Infrastructure ETF (INFR) and SPDR S&P 500 ETF (SPY).
INFR and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both INFR and SPY 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 SPY.
Correlation
The correlation between INFR and SPY is 0.43, 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.
Performance
INFR vs. SPY - Performance Comparison
Key characteristics
INFR:
0.68
SPY:
0.56
INFR:
1.04
SPY:
0.92
INFR:
1.14
SPY:
1.14
INFR:
0.67
SPY:
0.59
INFR:
1.45
SPY:
2.32
INFR:
8.11%
SPY:
4.80%
INFR:
17.40%
SPY:
20.01%
INFR:
-19.27%
SPY:
-55.19%
INFR:
-0.22%
SPY:
-8.17%
Returns By Period
In the year-to-date period, INFR achieves a 15.39% return, which is significantly higher than SPY's -3.97% return.
INFR
15.39%
13.00%
10.02%
10.51%
N/A
N/A
SPY
-3.97%
11.26%
-4.45%
9.89%
15.66%
12.19%
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INFR vs. SPY - Expense Ratio Comparison
INFR has a 0.59% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
INFR vs. SPY — Risk-Adjusted Performance Rank
INFR
SPY
INFR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
INFR's dividend yield for the trailing twelve months is around 2.04%, more than SPY's 1.28% 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% |
SPY SPDR S&P 500 ETF | 1.28% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
INFR vs. SPY - Drawdown Comparison
The maximum INFR drawdown since its inception was -19.27%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for INFR and SPY. For additional features, visit the drawdowns tool.
Volatility
INFR vs. SPY - Volatility Comparison
The current volatility for ClearBridge Sustainable Infrastructure ETF (INFR) is 7.26%, while SPDR S&P 500 ETF (SPY) has a volatility of 12.55%. This indicates that INFR experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.