IYT vs. RIFR
IYT (iShares Transportation Average ETF) and RIFR (Russell Investments Global Infrastructure ETF) are both exchange-traded funds - IYT is a Industrials Equities fund tracking the Dow Jones Transportation Average Index, while RIFR is a Infrastructure Equities fund actively managed by Russell. IYT is passively managed, while RIFR is actively managed. Over the past year, IYT returned 28.75% vs 14.73% for RIFR. Their 0.37 correlation means their historical movements had little consistent relationship. IYT charges 0.42%/yr vs 0.59%/yr for RIFR.
Performance
IYT vs. RIFR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IYT achieves a 14.55% return, which is significantly higher than RIFR's 11.99% return.
IYT
- 1D
- 0.01%
- 1M
- -3.52%
- 6M
- 11.47%
- YTD
- 14.55%
- 1Y
- 28.75%
- 3Y*
- 10.10%
- 5Y*
- 7.51%
- 10Y*
- 10.75%
- ALL TIME*
- 9.92%
RIFR
- 1D
- -0.25%
- 1M
- 0.17%
- 6M
- 7.94%
- YTD
- 11.99%
- 1Y
- 14.73%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $61.92M | $57.48M | $60.22M | |
| $131.11K | $117.29K | $147.83K |
IYT vs. RIFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IYT iShares Transportation Average ETF | 14.55% | 10.22% |
RIFR Russell Investments Global Infrastructure ETF | 11.99% | 7.25% |
Correlation
The correlation between IYT and RIFR is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (All Time) Calculated using the full available price history since May 14, 2025 | 0.37 |
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
IYT vs. RIFR — Risk / Return Rank
IYT
RIFR
IYT vs. RIFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Transportation Average ETF (IYT) and Russell Investments Global Infrastructure ETF (RIFR). 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.
| IYT | RIFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 2.28 | -0.11 |
| Martin ratioReturn relative to average drawdown | 7.44 | 6.92 | +0.52 |
Loading charts...
Drawdowns
IYT vs. RIFR - Drawdown Comparison
The maximum IYT drawdown since its inception was -60.39%, which is greater than RIFR's maximum drawdown of -6.80%. Use the drawdown chart below to compare losses from any high point for IYT and RIFR.
Loading charts...
Drawdown Indicators
| IYT | RIFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.39% | -6.80% | -53.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -6.80% | -5.29% |
Max Drawdown (3Y)Largest decline over 3 years | -26.35% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.15% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | — | — |
Current DrawdownCurrent decline from peak | -5.69% | -1.21% | -4.48% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -1.62% | -7.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 2.24% | +1.29% |
Volatility
IYT vs. RIFR - Volatility Comparison
iShares Transportation Average ETF (IYT) has a higher volatility of 4.43% compared to Russell Investments Global Infrastructure ETF (RIFR) at 3.04%. This indicates that IYT's price experiences larger fluctuations and is considered to be riskier than RIFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IYT | RIFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 3.04% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 16.10% | 8.91% | +7.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.29% | 10.81% | +9.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.33% | 10.69% | +11.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.11% | 10.69% | +12.42% |
IYT vs. RIFR - Expense Ratio Comparison
IYT has a 0.42% expense ratio, which is lower than RIFR's 0.59% expense ratio.
Dividends
IYT vs. RIFR - Dividend Comparison
IYT's dividend yield for the trailing twelve months is around 0.92%, more than RIFR's 0.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYT iShares Transportation Average ETF | 0.92% | 1.00% | 1.08% | 1.26% | 1.40% | 0.77% | 0.93% | 1.29% | 1.35% | 0.92% | 0.96% | 1.28% |
RIFR Russell Investments Global Infrastructure ETF | 0.87% | 0.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IYT and RIFR have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IYT has higher volatility (4.43%) compared to RIFR (3.04%). In terms of maximum drawdown, IYT dropped -60.39% vs RIFR's -6.80%.
On 1-year performance, IYT leads with 28.75% vs 14.73% for RIFR. On fees, IYT is cheaper at 0.42% per year. On volatility, RIFR has been the lower-risk option at 3.04%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IYT has performed better with a 28.75% return vs 14.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IYT is cheaper with a 0.42% expense ratio, compared with 0.59% for RIFR.
IYT has the higher dividend yield at 0.92%, compared with 0.87% for RIFR.
IYT is categorized as Industrials Equities, while RIFR is Infrastructure Equities. They also come from different issuers: iShares and Russell. Their fees differ too: 0.42% for IYT and 0.59% for RIFR.
RIFR currently has the higher Sharpe Ratio (1.43 vs 1.29), 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.
Find the right allocation for IYT and RIFR
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