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IXC vs. INFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IXC vs. INFR

Last updated Jun 4, 2026

IXC (iShares Global Energy ETF) and INFR (ClearBridge Sustainable Infrastructure ETF) are both Energy Equities funds - IXC tracks the S&P Global Energy Sector Index while INFR tracks the RARE Global Infrastructure Index. Both are passively managed. Over the past 3 years, IXC returned 18.84%/yr vs 5.55%/yr for INFR. At a 0.23 correlation, their price movements are largely independent. IXC charges 0.46%/yr vs 0.59%/yr for INFR.

Performance

IXC vs. INFR - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, IXC achieves a 32.22% return, which is significantly higher than INFR's 1.41% return.

IXC

1D
0.87%
1M
-1.75%
YTD
32.22%
6M
30.00%
1Y
48.10%
3Y*
18.84%
5Y*
19.64%
10Y*
10.29%

INFR

1D
0.00%
1M
0.00%
YTD
1.41%
6M
0.97%
1Y
7.79%
3Y*
5.55%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IXC vs. INFR - Yearly Performance Comparison

2026 (YTD)2025202420232022
IXC
iShares Global Energy ETF		32.22%13.98%1.95%3.92%4.50%
INFR
ClearBridge Sustainable Infrastructure ETF		1.41%24.00%-6.23%5.20%-0.19%

Correlation

The correlation between IXC and INFR is 0.07, 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 (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2022

0.23

The correlation between IXC and INFR shifts across timeframes, from 0.07 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.

IXC vs. INFR - Sectors Allocation Comparison

Sectors
IXC
INFR

Energy

100.0%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Industrials

-

27.5%

Real Estate

-

4.1%

Technology

-

-

Utilities

-

68.5%

Energy

IXC
100.0%
INFR

-

Basic Materials

IXC

-

INFR

-

Communication Services

IXC

-

INFR

-

Consumer Cyclical

IXC

-

INFR

-

Consumer Defensive

IXC

-

INFR

-

Financial Services

IXC

-

INFR

-

Healthcare

IXC

-

INFR

-

Industrials

IXC

-

INFR
27.5%

Real Estate

IXC

-

INFR
4.1%

Technology

IXC

-

INFR

-

Utilities

IXC

-

INFR
68.5%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Global Energy ETF

ClearBridge Sustainable Infrastructure ETF

Often compared with IXC:
IXC vs. XLEIXC vs. VDEIXC vs. IYEIXC vs. OIHIXC vs. IUES.LIXC vs. XDW0.DEIXC vs. DDM
Often compared with INFR:
INFR vs. DTCRINFR vs. IGFINFR vs. ICAPINFR vs. GIN.LINFR vs. SPYINFR vs. EFAVINFR vs. QUAL

Return for Risk

IXC vs. INFR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IXC
IXC Risk / Return Rank: 7676
Overall Rank
IXC Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 7070
Sortino Ratio Rank
IXC Omega Ratio Rank: 6868
Omega Ratio Rank
IXC Calmar Ratio Rank: 8787
Calmar Ratio Rank
IXC Martin Ratio Rank: 7777
Martin Ratio Rank
INFR
INFR Risk / Return Rank: 2727
Overall Rank
INFR Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
INFR Sortino Ratio Rank: 2525
Sortino Ratio Rank
INFR Omega Ratio Rank: 3131
Omega Ratio Rank
INFR Calmar Ratio Rank: 2626
Calmar Ratio Rank
INFR Martin Ratio Rank: 2828
Martin Ratio Rank
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.

IXC vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and ClearBridge Sustainable Infrastructure ETF (INFR). 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.

IXCINFRDifference
Sharpe ratioReturn per unit of total volatility
2.58
0.93

+1.65

Sortino ratioReturn per unit of downside risk
3.25
1.36

+1.89

Omega ratioGain probability vs. loss probability

1.42

1.21

+0.21

Calmar ratioReturn relative to maximum drawdown

5.00

1.28

+3.72

Martin ratioReturn relative to average drawdown

15.10

3.97

+11.13

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IXC vs. INFR - Sharpe Ratio Comparison

The current IXC Sharpe Ratio is 2.58, which is higher than the INFR Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of IXC and INFR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

IXCINFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.58

0.93

+1.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.46

-0.14

Drawdowns

IXC vs. INFR - Drawdown Comparison

The maximum IXC drawdown since its inception was -67.88%, which is greater than INFR's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for IXC and INFR.

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Drawdown Indicators

IXCINFRDifference

Max Drawdown

Largest peak-to-trough decline

-67.88%

-19.28%

-48.60%

Max Drawdown (1Y)

Largest decline over 1 year

-9.66%

-6.43%

-3.23%

Max Drawdown (3Y)

Largest decline over 3 years

-19.06%

-18.55%

-0.51%

Max Drawdown (5Y)

Largest decline over 5 years

-24.93%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-64.16%

—

—

Current Drawdown

Current decline from peak

-4.84%

-0.70%

-4.14%

Average Drawdown

Average peak-to-trough decline

-17.48%

-4.93%

-12.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.20%

2.04%

+1.16%

Volatility

IXC vs. INFR - Volatility Comparison

iShares Global Energy ETF (IXC) has a higher volatility of 7.50% compared to ClearBridge Sustainable Infrastructure ETF (INFR) at 0.00%. This indicates that IXC's price experiences larger fluctuations and is considered to be riskier than INFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IXCINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.50%

0.00%

+7.50%

Volatility (6M)

Calculated over the trailing 6-month period

15.42%

3.79%

+11.63%

Volatility (1Y)

Calculated over the trailing 1-year period

18.75%

9.00%

+9.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.50%

14.26%

+9.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.85%

14.26%

+12.59%

IXC vs. INFR - Expense Ratio Comparison

IXC has a 0.46% expense ratio, which is lower than INFR's 0.59% expense ratio.

Dividends

IXC vs. INFR - Dividend Comparison

IXC's dividend yield for the trailing twelve months is around 2.79%, more than INFR's 2.49% yield.

PositionTTM20252024202320222021202020192018201720162015
INFR
ClearBridge Sustainable Infrastructure ETF		2.49%2.52%2.36%3.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IXC
iShares Global Energy ETF		2.79%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%

Frequently Asked Questions

IXC and INFR have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXC has higher volatility (7.50%) compared to INFR (0.00%). In terms of maximum drawdown, IXC dropped -67.88% vs INFR's -19.28%.

On 3-year performance, IXC leads with 18.84% vs 5.55% for INFR. On fees, IXC is cheaper at 0.46% per year. On volatility, INFR has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, IXC has performed better with a 18.84% return vs 5.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IXC is cheaper with a 0.46% expense ratio, compared with 0.59% for INFR.

IXC has the higher dividend yield at 2.79%, compared with 2.49% for INFR.

IXC tracks S&P Global Energy Sector Index, while INFR tracks RARE Global Infrastructure Index. They also come from different issuers: iShares and ClearBridge. Their fees differ too: 0.46% for IXC and 0.59% for INFR.

IXC currently has the higher Sharpe Ratio (2.58 vs 0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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