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RSPG vs. INFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RSPG vs. INFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Equal Weight Energy ETF (RSPG) and ClearBridge Sustainable Infrastructure ETF (INFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RSPG achieves a 34.27% return, which is significantly higher than INFR's 1.41% return.


RSPG

1D
1.25%
1M
-2.65%
YTD
34.27%
6M
28.95%
1Y
47.49%
3Y*
19.93%
5Y*
21.10%
10Y*
9.73%

INFR

1D
0.00%
1M
0.00%
YTD
1.41%
6M
0.97%
1Y
7.79%
3Y*
5.55%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSPG vs. INFR - Yearly Performance Comparison


2026 (YTD)2025202420232022
RSPG
Invesco S&P 500 Equal Weight Energy ETF
34.27%7.01%6.09%4.49%3.63%
INFR
ClearBridge Sustainable Infrastructure ETF
1.41%24.00%-6.23%5.20%-0.19%

Correlation

The correlation between RSPG and INFR is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2022

0.20

The correlation between RSPG and INFR shifts across timeframes, from 0.04 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.

RSPG vs. INFR - Sectors Allocation Comparison


Sectors
RSPG
INFR

Energy

100.0%

-

Financial Services

0.0%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Healthcare

-

-

Industrials

-

27.5%

Real Estate

-

4.1%

Technology

-

-

Utilities

-

68.5%

Energy

RSPG
100.0%
INFR

-

Financial Services

RSPG
0.0%
INFR

-

Basic Materials

RSPG

-

INFR

-

Communication Services

RSPG

-

INFR

-

Consumer Cyclical

RSPG

-

INFR

-

Consumer Defensive

RSPG

-

INFR

-

Healthcare

RSPG

-

INFR

-

Industrials

RSPG

-

INFR
27.5%

Real Estate

RSPG

-

INFR
4.1%

Technology

RSPG

-

INFR

-

Utilities

RSPG

-

INFR
68.5%

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Return for Risk

RSPG vs. INFR — Risk / Return Rank

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

RSPG
RSPG Risk / Return Rank: 6464
Overall Rank
RSPG Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
RSPG Sortino Ratio Rank: 5858
Sortino Ratio Rank
RSPG Omega Ratio Rank: 5656
Omega Ratio Rank
RSPG Calmar Ratio Rank: 7777
Calmar Ratio Rank
RSPG Martin Ratio Rank: 6363
Martin Ratio Rank

INFR
INFR Risk / Return Rank: 2727
Overall Rank
INFR Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
INFR Sortino Ratio Rank: 2525
Sortino Ratio Rank
INFR Omega Ratio Rank: 3131
Omega Ratio Rank
INFR Calmar Ratio Rank: 2626
Calmar Ratio Rank
INFR Martin Ratio Rank: 2828
Martin Ratio Rank
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.

RSPG vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Energy ETF (RSPG) and ClearBridge Sustainable Infrastructure ETF (INFR). 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.


RSPGINFRDifference
Sharpe ratioReturn per unit of total volatility

+1.28

Sortino ratioReturn per unit of downside risk

+1.44

Omega ratioGain probability vs. loss probability

1.35

1.21

+0.14

Calmar ratioReturn relative to maximum drawdown

3.92

1.28

+2.64

Martin ratioReturn relative to average drawdown

11.59

3.97

+7.62

RSPG vs. INFR - Sharpe Ratio Comparison

The current RSPG Sharpe Ratio is 2.20, which is higher than the INFR Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of RSPG and INFR, 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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Sharpe Ratios by Period


RSPGINFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.20

0.93

+1.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.46

-0.28

Drawdowns

RSPG vs. INFR - Drawdown Comparison

The maximum RSPG drawdown since its inception was -79.98%, which is greater than INFR's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for RSPG and INFR.


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Drawdown Indicators


RSPGINFRDifference

Max Drawdown

Largest peak-to-trough decline

-79.98%

-19.28%

-60.70%

Max Drawdown (1Y)

Largest decline over 1 year

-12.18%

-6.43%

-5.75%

Max Drawdown (3Y)

Largest decline over 3 years

-23.06%

-18.55%

-4.51%

Max Drawdown (5Y)

Largest decline over 5 years

-28.44%

Max Drawdown (10Y)

Largest decline over 10 years

-73.17%

Current Drawdown

Current decline from peak

-5.67%

-0.70%

-4.97%

Average Drawdown

Average peak-to-trough decline

-25.47%

-4.93%

-20.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.11%

2.04%

+2.07%

Volatility

RSPG vs. INFR - Volatility Comparison

Invesco S&P 500 Equal Weight Energy ETF (RSPG) has a higher volatility of 8.19% compared to ClearBridge Sustainable Infrastructure ETF (INFR) at 0.00%. This indicates that RSPG's price experiences larger fluctuations and is considered to be riskier than INFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSPGINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.19%

0.00%

+8.19%

Volatility (6M)

Calculated over the trailing 6-month period

16.77%

3.79%

+12.98%

Volatility (1Y)

Calculated over the trailing 1-year period

21.69%

9.00%

+12.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.31%

14.26%

+14.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.57%

14.26%

+19.31%

RSPG vs. INFR - Expense Ratio Comparison

RSPG has a 0.40% expense ratio, which is lower than INFR's 0.59% expense ratio.


Dividends

RSPG vs. INFR - Dividend Comparison

RSPG's dividend yield for the trailing twelve months is around 1.94%, less than INFR's 2.49% yield.


PositionTTM20252024202320222021202020192018201720162015
INFR
ClearBridge Sustainable Infrastructure ETF
2.49%2.52%2.36%3.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RSPG
Invesco S&P 500 Equal Weight Energy ETF
1.94%2.60%2.43%2.84%3.43%2.37%3.15%2.15%2.18%2.55%1.14%2.80%

Frequently Asked Questions


RSPG and INFR have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RSPG has higher volatility (8.19%) compared to INFR (0.00%). In terms of maximum drawdown, RSPG dropped -79.98% vs INFR's -19.28%.

On 3-year performance, RSPG leads with 19.93% vs 5.55% for INFR. On fees, RSPG is cheaper at 0.40% per year. On volatility, INFR has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, RSPG has performed better with a 19.93% return vs 5.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RSPG is cheaper with a 0.40% expense ratio, compared with 0.59% for INFR.

INFR has the higher dividend yield at 2.49%, compared with 1.94% for RSPG.

RSPG tracks S&P 500 Equal Weight Energy Plus Index, while INFR tracks RARE Global Infrastructure Index. They also come from different issuers: Invesco and ClearBridge. Their fees differ too: 0.40% for RSPG and 0.59% for INFR.

RSPG currently has the higher Sharpe Ratio (2.20 vs 0.93), 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.

Portfolio Optimizer

Find the right allocation for RSPG and INFR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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