INFR vs. TPZ
INFR (ClearBridge Sustainable Infrastructure ETF) and TPZ (Tortoise Electrification Infrastructure ETF) are both Energy Equities funds. INFR is passively managed, while TPZ is actively managed. At a 0.33 correlation, their price movements are largely independent. INFR charges 0.59%/yr vs 0.85%/yr for TPZ.
Performance
INFR vs. TPZ - Performance Comparison
Loading charts...
Returns By Period
INFR
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TPZ
- 1D
- 0.03%
- 1M
- 2.16%
- 6M
- 7.44%
- YTD
- 10.28%
- 1Y
- 13.35%
- 3Y*
- 25.21%
- 5Y*
- 18.00%
- 10Y*
- 8.62%
INFR vs. TPZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
INFR ClearBridge Sustainable Infrastructure ETF | 1.41% | 24.00% | -6.23% | 5.20% | -0.19% |
TPZ Tortoise Electrification Infrastructure ETF | 10.28% | 5.67% | 53.88% | 20.72% | -1.03% |
Correlation
The correlation between INFR and TPZ is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Dec 16, 2022 | 0.33 |
The correlation between INFR and TPZ shifts across timeframes, from 0.18 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
INFR vs. TPZ — Risk / Return Rank
INFR
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TPZ
INFR vs. TPZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and Tortoise Electrification Infrastructure ETF (TPZ). 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.
| INFR | TPZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.17 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.13 | — |
| Martin ratioReturn relative to average drawdown | — | 4.70 | — |
Loading charts...
Drawdowns
INFR vs. TPZ - Drawdown Comparison
Loading charts...
Drawdown Indicators
| INFR | TPZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -78.17% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.29% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.78% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -77.04% | — |
Current DrawdownCurrent decline from peak | — | -2.59% | — |
Average DrawdownAverage peak-to-trough decline | — | -11.88% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.84% | — |
Volatility
INFR vs. TPZ - Volatility Comparison
Loading charts...
Volatility by Period
| INFR | TPZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.91% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.78% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 13.76% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 17.69% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 27.70% | — |
INFR vs. TPZ - Expense Ratio Comparison
INFR has a 0.59% expense ratio, which is lower than TPZ's 0.85% expense ratio.
Dividends
INFR vs. TPZ - Dividend Comparison
INFR has not paid dividends to shareholders, while TPZ's dividend yield for the trailing twelve months is around 3.69%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TPZ Tortoise Electrification Infrastructure ETF | 3.69% | 3.99% | 5.88% | 8.99% | 9.52% | 4.77% | 8.80% | 8.84% | 9.41% | 7.28% | 6.88% | 9.68% |
Frequently Asked Questions
INFR and TPZ have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
INFR is cheaper with a 0.59% expense ratio, compared with 0.85% for TPZ.
TPZ has the higher dividend yield at 3.69%, compared with 1.71% for INFR.
They also come from different issuers: ClearBridge and Tortoise. Their fees differ too: 0.59% for INFR and 0.85% for TPZ.
Find the right allocation for INFR and TPZ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer