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POWR vs. BKGI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

POWR vs. BKGI

Last updated Aug 2, 2026
Documentation

POWR (iShares U.S. Power Infrastructure ETF) and BKGI (Bny Mellon Global Infrastructure Income ETF) are both Infrastructure Equities funds. POWR is passively managed, while BKGI is actively managed. Over the past 3 years, POWR returned 7.49%/yr vs 21.24%/yr for BKGI. Their 0.43 correlation means their historical movements had little consistent relationship. POWR charges 0.40%/yr vs 0.65%/yr for BKGI.

Performance

POWR vs. BKGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Power Infrastructure ETF (POWR) and Bny Mellon Global Infrastructure Income ETF (BKGI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, POWR achieves a 12.12% return, which is significantly lower than BKGI's 14.23% return.

POWR

1D
0.77%
1M
-3.78%
6M
6.76%
YTD
12.12%
1Y
16.38%
3Y*
7.49%
5Y*
15.95%
10Y*
8.36%
ALL TIME*
4.05%

BKGI

1D
-0.29%
1M
1.55%
6M
8.99%
YTD
14.23%
1Y
20.08%
3Y*
21.24%
5Y*
—
10Y*
—
ALL TIME*
21.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

BKGI

Bny Mellon Global Infrastructure Income ETF
$18.95M$14.99M$11.61M

POWR

iShares U.S. Power Infrastructure ETF
$5.98M$6.98M$7.47M

POWR vs. BKGI - Yearly Performance Comparison

2026 (YTD)2025202420232022
POWR
iShares U.S. Power Infrastructure ETF		12.12%10.81%-1.30%3.66%0.59%
BKGI
Bny Mellon Global Infrastructure Income ETF		14.23%37.53%12.35%9.72%8.54%

Correlation

The correlation between POWR and BKGI is 0.40, which is low. Their historical price movements had little consistent relationship.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.40

Correlation (3Y)
Balances recent behavior with more history.

0.37

Correlation (All Time)
Calculated using the full available price history since Nov 3, 2022

0.43

POWR vs. BKGI - Sectors Allocation Comparison

Sectors
POWR
BKGI

Utilities

58.2%
46.0%

Industrials

23.7%
11.5%

Energy

12.4%
21.1%

Technology

5.4%

-

Basic Materials

0.1%

-

Communication Services

-

2.5%

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Real Estate

-

19.0%

Utilities

POWR
58.2%
BKGI
46.0%

Industrials

POWR
23.7%
BKGI
11.5%

Energy

POWR
12.4%
BKGI
21.1%

Technology

POWR
5.4%
BKGI

-

Basic Materials

POWR
0.1%
BKGI

-

Communication Services

POWR

-

BKGI
2.5%

Consumer Cyclical

POWR

-

BKGI

-

Consumer Defensive

POWR

-

BKGI

-

Financial Services

POWR

-

BKGI

-

Healthcare

POWR

-

BKGI

-

Real Estate

POWR

-

BKGI
19.0%

Compare stocks, funds, or ETFs

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

iShares U.S. Power Infrastructure ETF

Bny Mellon Global Infrastructure Income ETF

Often compared with POWR:
POWR vs. GRIDPOWR vs. AIPOPOWR vs. XLUPOWR vs. PAVEPOWR vs. ZAPPOWR vs. VPUPOWR vs. XLUI
Often compared with BKGI:
BKGI vs. UPGRBKGI vs. BKUIBKGI vs. BILDBKGI vs. NMLBKGI vs. TYGBKGI vs. IFRABKGI vs. HDMV

Return for Risk

POWR vs. BKGI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
POWR
POWR Risk / Return Rank: 3939
Overall Rank
POWR Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
POWR Sortino Ratio Rank: 3434
Sortino Ratio Rank
POWR Omega Ratio Rank: 3333
Omega Ratio Rank
POWR Calmar Ratio Rank: 4343
Calmar Ratio Rank
POWR Martin Ratio Rank: 4747
Martin Ratio Rank
BKGI
BKGI Risk / Return Rank: 8080
Overall Rank
BKGI Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
BKGI Sortino Ratio Rank: 7878
Sortino Ratio Rank
BKGI Omega Ratio Rank: 7878
Omega Ratio Rank
BKGI Calmar Ratio Rank: 8686
Calmar Ratio Rank
BKGI Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

POWR vs. BKGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Power Infrastructure ETF (POWR) and Bny Mellon Global Infrastructure Income ETF (BKGI). 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.

POWRBKGIDifference
Sharpe ratioReturn per unit of total volatility
0.87
1.80

-0.93

Sortino ratioReturn per unit of downside risk
1.28
2.51

-1.22

Omega ratioGain probability vs. loss probability

1.16

1.32

-0.17

Calmar ratioReturn relative to maximum drawdown

1.54

3.38

-1.85

Martin ratioReturn relative to average drawdown

5.38

10.08

-4.70

POWR vs. BKGI - Sharpe Ratio Comparison

The current POWR Sharpe Ratio is 0.87, which is lower than the BKGI Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of POWR and BKGI, 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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Drawdowns

POWR vs. BKGI - Drawdown Comparison

The maximum POWR drawdown since its inception was -65.98%, which is greater than BKGI's maximum drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for POWR and BKGI.

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Drawdown Indicators

POWRBKGIDifference

Max Drawdown

Largest peak-to-trough decline

-65.98%

-14.79%

-51.19%

Max Drawdown (1Y)

Largest decline over 1 year

-9.77%

-6.16%

-3.61%

Max Drawdown (3Y)

Largest decline over 3 years

-23.14%

-11.37%

-11.77%

Max Drawdown (5Y)

Largest decline over 5 years

-25.09%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-63.42%

—

—

Current Drawdown

Current decline from peak

-6.78%

-1.78%

-5.00%

Average Drawdown

Average peak-to-trough decline

-17.99%

-2.54%

-15.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

2.06%

+0.73%

Volatility

POWR vs. BKGI - Volatility Comparison

iShares U.S. Power Infrastructure ETF (POWR) has a higher volatility of 5.12% compared to Bny Mellon Global Infrastructure Income ETF (BKGI) at 3.04%. This indicates that POWR's price experiences larger fluctuations and is considered to be riskier than BKGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

POWRBKGIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.12%

3.04%

+2.08%

Volatility (6M)

Calculated over the trailing 6-month period

13.54%

9.55%

+3.99%

Volatility (1Y)

Calculated over the trailing 1-year period

17.26%

11.58%

+5.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.93%

13.95%

+8.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.50%

13.95%

+11.55%

POWR vs. BKGI - Expense Ratio Comparison

POWR has a 0.40% expense ratio, which is lower than BKGI's 0.65% expense ratio.

Dividends

POWR vs. BKGI - Dividend Comparison

POWR's dividend yield for the trailing twelve months is around 5.75%, more than BKGI's 2.89% yield.

PositionTTM20252024202320222021202020192018201720162015
BKGI
Bny Mellon Global Infrastructure Income ETF		2.89%2.65%4.55%4.55%0.53%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
POWR
iShares U.S. Power Infrastructure ETF		5.75%7.56%4.36%4.16%4.82%3.94%3.96%5.71%3.17%3.11%2.75%3.42%

Frequently Asked Questions

POWR and BKGI have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

POWR has higher volatility (5.12%) compared to BKGI (3.04%). In terms of maximum drawdown, POWR dropped -65.98% vs BKGI's -14.79%.

On 3-year performance, BKGI leads with 21.24% vs 7.49% for POWR. On fees, POWR is cheaper at 0.40% per year. On volatility, BKGI 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 3-year period, BKGI has performed better with a 21.24% return vs 7.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

POWR is cheaper with a 0.40% expense ratio, compared with 0.65% for BKGI.

POWR has the higher dividend yield at 5.75%, compared with 2.89% for BKGI.

They also come from different issuers: iShares and BNY Mellon. Their fees differ too: 0.40% for POWR and 0.65% for BKGI.

BKGI currently has the higher Sharpe Ratio (1.80 vs 0.87), 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.

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