PortfoliosLab logoPortfoliosLab logo
PAVE vs. BILT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PAVE vs. BILT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X US Infrastructure Development ETF (PAVE) and iShares Infrastructure Active ETF (BILT). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PAVE achieves a 20.55% return, which is significantly higher than BILT's 12.84% return.


PAVE

1D
0.56%
1M
0.42%
YTD
20.55%
6M
19.00%
1Y
37.89%
3Y*
27.31%
5Y*
17.52%
10Y*

BILT

1D
0.40%
1M
-1.04%
YTD
12.84%
6M
12.40%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PAVE vs. BILT - Yearly Performance Comparison


Correlation

The correlation between PAVE and BILT is 0.41, 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 Aug 1, 2025

0.41

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

PAVE vs. BILT — Risk / Return Rank

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

PAVE
PAVE Risk / Return Rank: 6262
Overall Rank
PAVE Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
PAVE Sortino Ratio Rank: 6363
Sortino Ratio Rank
PAVE Omega Ratio Rank: 5656
Omega Ratio Rank
PAVE Calmar Ratio Rank: 6565
Calmar Ratio Rank
PAVE Martin Ratio Rank: 6565
Martin Ratio Rank

BILT
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.

PAVE vs. BILT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X US Infrastructure Development ETF (PAVE) and iShares Infrastructure Active ETF (BILT). 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.


PAVEBILTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.34

Calmar ratioReturn relative to maximum drawdown

3.19

Martin ratioReturn relative to average drawdown

11.72

PAVE vs. BILT - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


PAVEBILTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

2.05

-1.36

Drawdowns

PAVE vs. BILT - Drawdown Comparison

The maximum PAVE drawdown since its inception was -44.08%, which is greater than BILT's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for PAVE and BILT.


Loading charts...

Drawdown Indicators


PAVEBILTDifference

Max Drawdown

Largest peak-to-trough decline

-44.08%

-5.38%

-38.70%

Max Drawdown (1Y)

Largest decline over 1 year

-11.91%

Max Drawdown (3Y)

Largest decline over 3 years

-26.23%

Max Drawdown (5Y)

Largest decline over 5 years

-26.23%

Current Drawdown

Current decline from peak

-1.27%

-1.97%

+0.70%

Average Drawdown

Average peak-to-trough decline

-6.24%

-1.44%

-4.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

Volatility

PAVE vs. BILT - Volatility Comparison


Loading charts...

Volatility by Period


PAVEBILTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.10%

Volatility (6M)

Calculated over the trailing 6-month period

15.18%

Volatility (1Y)

Calculated over the trailing 1-year period

18.80%

10.26%

+8.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.60%

10.26%

+11.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.38%

10.26%

+14.12%

PAVE vs. BILT - Expense Ratio Comparison

PAVE has a 0.47% expense ratio, which is lower than BILT's 0.60% expense ratio.


Dividends

PAVE vs. BILT - Dividend Comparison

PAVE's dividend yield for the trailing twelve months is around 0.76%, less than BILT's 1.33% yield.


PositionTTM202520242023202220212020201920182017
BILT
iShares Infrastructure Active ETF
1.33%0.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PAVE
Global X US Infrastructure Development ETF
0.76%0.92%0.54%0.68%0.84%0.48%0.44%0.67%0.78%0.30%

Frequently Asked Questions


PAVE and BILT have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PAVE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PAVE is cheaper with a 0.47% expense ratio, compared with 0.60% for BILT.

BILT has the higher dividend yield at 1.33%, compared with 0.76% for PAVE.

PAVE is categorized as Industrials Equities, while BILT is Utilities Equities. They also come from different issuers: Global X and iShares. Their fees differ too: 0.47% for PAVE and 0.60% for BILT.

Portfolio Optimizer

Find the right allocation for PAVE and BILT

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