SUSA vs. INFR

Last updated Jun 14, 2026

SUSA (iShares MSCI USA ESG Select ETF) and INFR (ClearBridge Sustainable Infrastructure ETF) are both exchange-traded funds - SUSA is a Large Cap Growth Equities fund tracking the MSCI USA ESG Select Index, while INFR is a Energy Equities fund tracking the RARE Global Infrastructure Index. Both are passively managed. Over the past 3 years, SUSA returned 19.45%/yr vs 5.42%/yr for INFR. At a 0.41 correlation, their price movements are largely independent. SUSA charges 0.25%/yr vs 0.59%/yr for INFR.

Performance

SUSA vs. INFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI USA ESG Select ETF (SUSA) and ClearBridge Sustainable Infrastructure ETF (INFR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SUSA achieves a 9.38% return, which is significantly higher than INFR's 1.41% return.

SUSA

• 1D: 0.53%
• 1M: 0.44%
• YTD: 9.38%
• 6M: 9.38%
• 1Y: 25.21%
• 3Y*: 19.45%
• 5Y*: 11.37%
• 10Y*: 15.02%

INFR

• 1D: 0.00%
• 1M: 0.00%
• YTD: 1.41%
• 6M: 2.70%
• 1Y: 7.18%
• 3Y*: 5.42%
• 5Y*: —
• 10Y*: —

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

SUSA vs. INFR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
SUSA iShares MSCI USA ESG Select ETF	9.38%	15.72%	22.43%	23.88%	-1.80%
INFR ClearBridge Sustainable Infrastructure ETF	1.41%	24.00%	-6.23%	5.20%	-0.19%

Correlation

The correlation between SUSA and INFR is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (3Y) Calculated over the trailing 3-year period	0.37
Correlation (All Time) Calculated using the full available price history since Dec 16, 2022	0.41

The correlation between SUSA and INFR shifts across timeframes, from 0.29 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.

SUSA vs. INFR - Sectors Allocation Comparison

Sectors	SUSA	INFR
Technology	40.2%	-
Financial Services	11.6%	-
Industrials	9.0%	27.5%
Healthcare	8.9%	-
Communication Services	8.1%	-
Consumer Cyclical	7.4%	-
Consumer Defensive	4.1%	-
Energy	3.5%	-
Real Estate	2.9%	4.1%
Basic Materials	2.3%	-
Utilities	1.9%	68.5%

Return for Risk

SUSA vs. INFR — Risk / Return Rank

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

SUSA

SUSA Risk / Return Rank: 62
SUSA Sharpe Ratio Rank: 64
SUSA Sortino Ratio Rank: 62
SUSA Omega Ratio Rank: 62
SUSA Calmar Ratio Rank: 55
SUSA Martin Ratio Rank: 66

INFR

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.

SUSA vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA ESG Select ETF (SUSA) 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.

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.

	SUSA	INFR	Difference
Sharpe ratio: Return per unit of total volatility	1.83	0.93	+0.90
Sortino ratio: Return per unit of downside risk	2.50	1.36	+1.15
Omega ratio: Gain probability vs. loss probability	1.33	1.21	+0.12
Calmar ratio: Return relative to maximum drawdown	2.42	1.28	+1.14
Martin ratio: Return relative to average drawdown	10.46	3.97	+6.49

SUSA vs. INFR - Sharpe Ratio Comparison

The current SUSA Sharpe Ratio is 1.83, which is higher than the INFR Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of SUSA 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.

Drawdowns

SUSA vs. INFR - Drawdown Comparison

The maximum SUSA drawdown since its inception was -53.93%, which is greater than INFR's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for SUSA and INFR.

Drawdown Indicators

	SUSA	INFR	Difference
Max Drawdown Largest peak-to-trough decline	-53.93%	-19.28%	-34.65%
Max Drawdown (1Y) Largest decline over 1 year	-9.71%	-6.43%	-3.28%
Max Drawdown (3Y) Largest decline over 3 years	-19.30%	-18.55%	-0.75%
Max Drawdown (5Y) Largest decline over 5 years	-28.23%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-32.93%	—	—
Current Drawdown Current decline from peak	-2.42%	-0.70%	-1.72%
Average Drawdown Average peak-to-trough decline	-7.24%	-4.91%	-2.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.25%	2.04%	+0.21%

Volatility

SUSA vs. INFR - Volatility Comparison

iShares MSCI USA ESG Select ETF (SUSA) has a higher volatility of 4.67% compared to ClearBridge Sustainable Infrastructure ETF (INFR) at 0.00%. This indicates that SUSA'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.

Volatility by Period

	SUSA	INFR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.67%	0.00%	+4.67%
Volatility (6M) Calculated over the trailing 6-month period	10.22%	3.73%	+6.49%
Volatility (1Y) Calculated over the trailing 1-year period	12.85%	8.90%	+3.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.40%	14.24%	+3.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.18%	14.24%	+3.94%

SUSA vs. INFR - Expense Ratio Comparison

SUSA has a 0.25% expense ratio, which is lower than INFR's 0.59% expense ratio.

Dividends

SUSA vs. INFR - Dividend Comparison

SUSA's dividend yield for the trailing twelve months is around 0.84%, while INFR has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SUSA iShares MSCI USA ESG Select ETF	0.84%	0.89%	1.15%	1.32%	1.52%	0.98%	1.17%	1.52%	1.72%	1.40%	1.56%	1.42%

Frequently Asked Questions

Can I hold both SUSA and INFR in my portfolio?

SUSA and INFR have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SUSA or INFR?

SUSA has higher volatility (4.67%) compared to INFR (0.00%). In terms of maximum drawdown, SUSA dropped -53.93% vs INFR's -19.28%.

Which ETF is better, SUSA or INFR?

On 3-year performance, SUSA leads with 19.45% vs 5.42% for INFR. On fees, SUSA is cheaper at 0.25% 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.

Which ETF has performed better, SUSA or INFR?

Over the 3-year period, SUSA has performed better with a 19.45% return vs 5.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SUSA or INFR?

SUSA is cheaper with a 0.25% expense ratio, compared with 0.59% for INFR.

Which ETF pays a higher dividend yield, SUSA or INFR?

INFR has the higher dividend yield at 2.49%, compared with 0.84% for SUSA.

What is the main difference between SUSA and INFR?

SUSA is categorized as Large Cap Growth Equities, while INFR is Energy Equities. SUSA tracks MSCI USA ESG Select Index, while INFR tracks RARE Global Infrastructure Index. They also come from different issuers: iShares and ClearBridge. Their fees differ too: 0.25% for SUSA and 0.59% for INFR.

Which has better risk-adjusted returns?

SUSA currently has the higher Sharpe Ratio (1.83 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.