INFR vs. TNGY

Last updated Jun 3, 2026

INFR (ClearBridge Sustainable Infrastructure ETF) and TNGY (Tortoise Energy Fund) are both Energy Equities funds. INFR is passively managed, while TNGY is actively managed. At a 0.10 correlation, their price movements are largely independent. INFR charges 0.59%/yr vs 0.85%/yr for TNGY.

Performance

INFR vs. TNGY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Sustainable Infrastructure ETF (INFR) and Tortoise Energy Fund (TNGY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, INFR achieves a 1.41% return, which is significantly lower than TNGY's 14.76% return.

INFR

• 1D: 0.00%
• 1M: 0.00%
• YTD: 1.41%
• 6M: 1.36%
• 1Y: 6.42%
• 3Y*: 5.55%
• 5Y*: —
• 10Y*: —

TNGY

• 1D: 1.58%
• 1M: -2.13%
• YTD: 14.76%
• 6M: 13.37%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

INFR vs. TNGY - Yearly Performance Comparison

	2026 (YTD)	2025
INFR ClearBridge Sustainable Infrastructure ETF	1.41%	5.29%
TNGY Tortoise Energy Fund	14.76%	1.81%

Correlation

The correlation between INFR and TNGY is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 17, 2025	0.10

Return for Risk

INFR vs. TNGY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INFR

INFR Risk / Return Rank: 29
INFR Sharpe Ratio Rank: 22
INFR Sortino Ratio Rank: 21
INFR Omega Ratio Rank: 25
INFR Calmar Ratio Rank: 40
INFR Martin Ratio Rank: 39

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. TNGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and Tortoise Energy Fund (TNGY). 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	TNGY	Difference
Sharpe ratio Return per unit of total volatility	0.75	—	—
Sortino ratio Return per unit of downside risk	1.11	—	—
Omega ratio Gain probability vs. loss probability	1.17	—	—
Calmar ratio Return relative to maximum drawdown	1.98	—	—
Martin ratio Return relative to average drawdown	6.26	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	INFR	TNGY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.75	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	1.13	-0.67

Drawdowns

INFR vs. TNGY - Drawdown Comparison

The maximum INFR drawdown since its inception was -19.28%, which is greater than TNGY's maximum drawdown of -8.86%. Use the drawdown chart below to compare losses from any high point for INFR and TNGY.

Drawdown Indicators

	INFR	TNGY	Difference
Max Drawdown Largest peak-to-trough decline	-19.28%	-8.86%	-10.42%
Max Drawdown (1Y) Largest decline over 1 year	-6.43%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.55%	—	—
Current Drawdown Current decline from peak	-0.70%	-4.29%	+3.59%
Average Drawdown Average peak-to-trough decline	-4.93%	-2.17%	-2.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.04%	—	—

Volatility

Volatility by Period

	INFR	TNGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.00%	—	—
Volatility (6M) Calculated over the trailing 6-month period	3.86%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.04%	15.73%	-6.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.27%	15.73%	-1.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.27%	15.73%	-1.46%

INFR vs. TNGY - Expense Ratio Comparison

INFR has a 0.59% expense ratio, which is lower than TNGY's 0.85% expense ratio.

Dividends

INFR vs. TNGY - Dividend Comparison

INFR's dividend yield for the trailing twelve months is around 2.49%, less than TNGY's 3.43% yield.

Position	TTM	2025	2024	2023
INFR ClearBridge Sustainable Infrastructure ETF	2.49%	2.52%	2.36%	3.06%
TNGY Tortoise Energy Fund	3.43%	2.59%	0.00%	0.00%

Frequently Asked Questions

Can I hold both INFR and TNGY in my portfolio?

INFR and TNGY have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, INFR or TNGY?

On fees, INFR is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, INFR or TNGY?

INFR is cheaper with a 0.59% expense ratio, compared with 0.85% for TNGY.

Which ETF pays a higher dividend yield, INFR or TNGY?

TNGY has the higher dividend yield at 3.43%, compared with 2.49% for INFR.

What is the main difference between INFR and TNGY?

They also come from different issuers: ClearBridge and Tortoise Capital. Their fees differ too: 0.59% for INFR and 0.85% for TNGY.