TNGY vs. INFR
TNGY (Tortoise Energy Fund) and INFR (ClearBridge Sustainable Infrastructure ETF) are both Energy Equities funds. TNGY is actively managed, while INFR is passively managed. At a 0.08 correlation, their price movements are largely independent. TNGY charges 0.85%/yr vs 0.59%/yr for INFR.
Performance
TNGY vs. INFR - Performance Comparison
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Returns By Period
TNGY
- 1D
- 0.20%
- 1M
- 5.35%
- 6M
- 14.42%
- YTD
- 15.24%
- 1Y
- 18.50%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
INFR
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TNGY vs. INFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TNGY Tortoise Energy Fund | 15.24% | -2.37% |
INFR ClearBridge Sustainable Infrastructure ETF | 1.41% | 5.69% |
Correlation
The correlation between TNGY and INFR is 0.10, 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 | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jun 16, 2025 | 0.08 |
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Return for Risk
TNGY vs. INFR — Risk / Return Rank
TNGY
INFR
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TNGY vs. INFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tortoise Energy Fund (TNGY) 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.
| TNGY | INFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | — | — |
| Martin ratioReturn relative to average drawdown | 4.98 | — | — |
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Drawdowns
TNGY vs. INFR - Drawdown Comparison
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Drawdown Indicators
| TNGY | INFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.79% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -9.79% | — | — |
Current DrawdownCurrent decline from peak | -3.89% | — | — |
Average DrawdownAverage peak-to-trough decline | -3.75% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | — | — |
Volatility
TNGY vs. INFR - Volatility Comparison
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Volatility by Period
| TNGY | INFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | — | — |
TNGY vs. INFR - Expense Ratio Comparison
TNGY has a 0.85% expense ratio, which is higher than INFR's 0.59% expense ratio.
Dividends
TNGY vs. INFR - Dividend Comparison
TNGY's dividend yield for the trailing twelve months is around 4.61%, while INFR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
INFR ClearBridge Sustainable Infrastructure ETF | 1.71% | 2.52% | 2.36% | 3.06% |
TNGY Tortoise Energy Fund | 4.61% | 2.59% | 0.00% | 0.00% |
Frequently Asked Questions
TNGY and INFR have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, INFR is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.
INFR is cheaper with a 0.59% expense ratio, compared with 0.85% for TNGY.
TNGY has the higher dividend yield at 4.61%, compared with 1.71% for INFR.
They also come from different issuers: Tortoise Capital and ClearBridge. Their fees differ too: 0.85% for TNGY and 0.59% for INFR.
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