RIFR vs. IVEP

Last updated Jun 23, 2026

RIFR (Russell Investments Global Infrastructure ETF) and IVEP (Dan IVES Wedbush AI Power & Infrastructure ETF) are both Industrials Equities funds. RIFR is actively managed, while IVEP is passively managed. At a 0.30 correlation, their price movements are largely independent. RIFR charges 0.59%/yr vs 0.75%/yr for IVEP.

Performance

RIFR vs. IVEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Russell Investments Global Infrastructure ETF (RIFR) and Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RIFR

• 1D: 0.58%
• 1M: -0.95%
• YTD: 9.78%
• 6M: 10.57%
• 1Y: 15.55%
• 3Y*: —
• 5Y*: —
• 10Y*: —

IVEP

• 1D: 1.42%
• 1M: 3.12%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RIFR vs. IVEP - Yearly Performance Comparison

	2026 (YTD)
RIFR Russell Investments Global Infrastructure ETF	-0.79%
IVEP Dan IVES Wedbush AI Power & Infrastructure ETF	11.64%

Correlation

The correlation between RIFR and IVEP is 0.30, 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 Apr 8, 2026	0.30

Return for Risk

RIFR vs. IVEP — Risk / Return Rank

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

RIFR

RIFR Risk / Return Rank: 44
RIFR Sharpe Ratio Rank: 43
RIFR Sortino Ratio Rank: 41
RIFR Omega Ratio Rank: 41
RIFR Calmar Ratio Rank: 49
RIFR Martin Ratio Rank: 44

IVEP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

RIFR vs. IVEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Russell Investments Global Infrastructure ETF (RIFR) and Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP). 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.

	RIFR	IVEP	Difference
Sharpe ratio: Return per unit of total volatility	1.47	—	—
Sortino ratio: Return per unit of downside risk	2.04	—	—
Omega ratio: Gain probability vs. loss probability	1.26	—	—
Calmar ratio: Return relative to maximum drawdown	2.29	—	—
Martin ratio: Return relative to average drawdown	7.07	—	—

Drawdowns

RIFR vs. IVEP - Drawdown Comparison

The maximum RIFR drawdown since its inception was -6.80%, smaller than the maximum IVEP drawdown of -10.90%. Use the drawdown chart below to compare losses from any high point for RIFR and IVEP.

Drawdown Indicators

	RIFR	IVEP	Difference
Max Drawdown Largest peak-to-trough decline	-6.80%	-10.90%	+4.10%
Max Drawdown (1Y) Largest decline over 1 year	-6.80%	—	—
Current Drawdown Current decline from peak	-3.16%	0.00%	-3.16%
Average Drawdown Average peak-to-trough decline	-1.66%	-2.75%	+1.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.20%	—	—

Volatility

Volatility by Period

	RIFR	IVEP	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.33%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.69%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.66%	28.05%	-17.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.68%	28.05%	-17.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.68%	28.05%	-17.37%

RIFR vs. IVEP - Expense Ratio Comparison

RIFR has a 0.59% expense ratio, which is lower than IVEP's 0.75% expense ratio.

Dividends

RIFR vs. IVEP - Dividend Comparison

RIFR's dividend yield for the trailing twelve months is around 0.89%, while IVEP has not paid dividends to shareholders.

Position	TTM	2025
IVEP Dan IVES Wedbush AI Power & Infrastructure ETF	0.00%	0.00%
RIFR Russell Investments Global Infrastructure ETF	0.89%	0.98%

Frequently Asked Questions

Can I hold both RIFR and IVEP in my portfolio?

RIFR and IVEP have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RIFR or IVEP?

On fees, RIFR is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, RIFR or IVEP?

RIFR is cheaper with a 0.59% expense ratio, compared with 0.75% for IVEP.

Which ETF pays a higher dividend yield, RIFR or IVEP?

RIFR has the higher dividend yield at 0.89%, compared with 0.00% for IVEP.

What is the main difference between RIFR and IVEP?

They also come from different issuers: Russell and Wedbush. Their fees differ too: 0.59% for RIFR and 0.75% for IVEP.