PWRZ vs. BKGI
PWRZ (TrueShares Eagle Global Next Gen Power Infrastructure ETF) and BKGI (Bny Mellon Global Infrastructure Income ETF) are both Infrastructure Equities funds. Both are actively managed. Their 0.72 correlation means they have sometimes moved together and sometimes differently. PWRZ charges 0.75%/yr vs 0.65%/yr for BKGI.
Performance
PWRZ vs. BKGI - Performance Comparison
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Returns By Period
PWRZ
- 1D
- -0.89%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BKGI
- 1D
- -0.51%
- 1M
- 0.56%
- 6M
- 8.21%
- YTD
- 14.03%
- 1Y
- 20.27%
- 3Y*
- 20.79%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 21.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $17.99M | $14.37M | $11.40M | |
| $5.57K | $7.64K | $7.64K |
PWRZ vs. BKGI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | -2.28% |
BKGI Bny Mellon Global Infrastructure Income ETF | 1.25% |
Correlation
The correlation between PWRZ and BKGI is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2026 | 0.72 |
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Return for Risk
PWRZ vs. BKGI — Risk / Return Rank
PWRZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BKGI
PWRZ vs. BKGI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) 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.
| PWRZ | BKGI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.31 | — |
| Martin ratioReturn relative to average drawdown | — | 9.89 | — |
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Drawdowns
PWRZ vs. BKGI - Drawdown Comparison
The maximum PWRZ drawdown since its inception was -3.62%, smaller than the maximum BKGI drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for PWRZ and BKGI.
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Drawdown Indicators
| PWRZ | BKGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.62% | -14.79% | +11.17% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.16% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.14% | — |
Current DrawdownCurrent decline from peak | -3.62% | -1.95% | -1.67% |
Average DrawdownAverage peak-to-trough decline | -1.03% | -2.55% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.06% | — |
Volatility
PWRZ vs. BKGI - Volatility Comparison
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Volatility by Period
| PWRZ | BKGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.45% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.54% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.99% | 11.58% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.99% | 13.96% | -1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.99% | 13.96% | -1.97% |
PWRZ vs. BKGI - Expense Ratio Comparison
PWRZ has a 0.75% expense ratio, which is higher than BKGI's 0.65% expense ratio.
Dividends
PWRZ vs. BKGI - Dividend Comparison
PWRZ has not paid dividends to shareholders, while BKGI's dividend yield for the trailing twelve months is around 2.89%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BKGI Bny Mellon Global Infrastructure Income ETF | 2.89% | 2.65% | 4.55% | 4.55% | 0.53% |
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PWRZ and BKGI have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BKGI is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BKGI is cheaper with a 0.65% expense ratio, compared with 0.75% for PWRZ.
BKGI has the higher dividend yield at 2.89%, compared with 0.00% for PWRZ.
They also come from different issuers: TrueShares and BNY Mellon. Their fees differ too: 0.75% for PWRZ and 0.65% for BKGI.
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