INFR vs. XLEI

Last updated Jun 4, 2026

INFR (ClearBridge Sustainable Infrastructure ETF) and XLEI (State Street Energy Select Sector SPDR Premium Income ETF) are both Energy Equities funds - INFR tracks the RARE Global Infrastructure Index while XLEI tracks the S&P Energy Select Sector. Both are passively managed. At a 0.13 correlation, their price movements are largely independent. INFR charges 0.59%/yr vs 0.35%/yr for XLEI.

Performance

INFR vs. XLEI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Sustainable Infrastructure ETF (INFR) and State Street Energy Select Sector SPDR Premium Income ETF (XLEI). 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 XLEI's 20.42% return.

INFR

• 1D: 0.00%
• 1M: 0.00%
• YTD: 1.41%
• 6M: 0.97%
• 1Y: 7.79%
• 3Y*: 5.55%
• 5Y*: —
• 10Y*: —

XLEI

• 1D: 1.05%
• 1M: 1.40%
• YTD: 20.42%
• 6M: 20.06%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

INFR vs. XLEI - Yearly Performance Comparison

	2026 (YTD)	2025
INFR ClearBridge Sustainable Infrastructure ETF	1.41%	5.61%
XLEI State Street Energy Select Sector SPDR Premium Income ETF	20.42%	6.77%

Correlation

The correlation between INFR and XLEI is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025	0.13

INFR vs. XLEI - Sectors Allocation Comparison

Sectors	INFR	XLEI
Utilities	68.5%	-
Industrials	27.5%	-
Real Estate	4.1%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	100.3%
Healthcare	-	-
Technology	-	-

Return for Risk

INFR vs. XLEI — Risk / Return Rank

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

INFR

INFR Risk / Return Rank: 27
INFR Sharpe Ratio Rank: 26
INFR Sortino Ratio Rank: 25
INFR Omega Ratio Rank: 31
INFR Calmar Ratio Rank: 26
INFR Martin Ratio Rank: 28

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. XLEI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainable Infrastructure ETF (INFR) and State Street Energy Select Sector SPDR Premium Income ETF (XLEI). 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	XLEI	Difference
Sharpe ratio Return per unit of total volatility	0.93	—	—
Sortino ratio Return per unit of downside risk	1.36	—	—
Omega ratio Gain probability vs. loss probability	1.21	—	—
Calmar ratio Return relative to maximum drawdown	1.28	—	—
Martin ratio Return relative to average drawdown	3.97	—	—
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	XLEI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.93	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	2.65	-2.20

Drawdowns

INFR vs. XLEI - Drawdown Comparison

The maximum INFR drawdown since its inception was -19.28%, which is greater than XLEI's maximum drawdown of -7.98%. Use the drawdown chart below to compare losses from any high point for INFR and XLEI.

Drawdown Indicators

	INFR	XLEI	Difference
Max Drawdown Largest peak-to-trough decline	-19.28%	-7.98%	-11.30%
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%	-0.97%	+0.27%
Average Drawdown Average peak-to-trough decline	-4.93%	-1.52%	-3.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.04%	—	—

Volatility

Volatility by Period

	INFR	XLEI	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.00%	—	—
Volatility (6M) Calculated over the trailing 6-month period	3.79%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.00%	13.16%	-4.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.26%	13.16%	+1.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.26%	13.16%	+1.10%

INFR vs. XLEI - Expense Ratio Comparison

INFR has a 0.59% expense ratio, which is higher than XLEI's 0.35% expense ratio.

Dividends

INFR vs. XLEI - Dividend Comparison

INFR's dividend yield for the trailing twelve months is around 2.49%, less than XLEI's 16.59% yield.

Position	TTM	2025	2024	2023
INFR ClearBridge Sustainable Infrastructure ETF	2.49%	2.52%	2.36%	3.06%
XLEI State Street Energy Select Sector SPDR Premium Income ETF	16.59%	10.17%	0.00%	0.00%

Frequently Asked Questions

Can I hold both INFR and XLEI in my portfolio?

INFR and XLEI have a correlation of 0.13, 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 XLEI?

On fees, XLEI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, INFR or XLEI?

XLEI is cheaper with a 0.35% expense ratio, compared with 0.59% for INFR.

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

XLEI has the higher dividend yield at 16.59%, compared with 2.49% for INFR.

What is the main difference between INFR and XLEI?

INFR tracks RARE Global Infrastructure Index, while XLEI tracks S&P Energy Select Sector. They also come from different issuers: ClearBridge and State Street. Their fees differ too: 0.59% for INFR and 0.35% for XLEI.