PortfoliosLab logoPortfoliosLab logo
TOLZ vs. IFRA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TOLZ vs. IFRA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and iShares U.S. Infrastructure ETF (IFRA). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

TOLZ vs. IFRA - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
TOLZ
ProShares DJ Brookfield Global Infrastructure ETF
11.27%14.76%11.67%6.18%-4.25%20.47%-9.46%26.84%-2.75%
IFRA
iShares U.S. Infrastructure ETF
9.22%15.90%17.02%13.42%-3.32%29.81%7.37%27.00%-8.57%

Returns By Period

In the year-to-date period, TOLZ achieves a 11.27% return, which is significantly higher than IFRA's 9.22% return.


TOLZ

1D
0.38%
1M
-2.88%
YTD
11.27%
6M
12.10%
1Y
18.59%
3Y*
13.80%
5Y*
10.31%
10Y*
8.41%

IFRA

1D
1.73%
1M
-4.77%
YTD
9.22%
6M
9.42%
1Y
29.26%
3Y*
17.55%
5Y*
12.58%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TOLZ vs. IFRA - Expense Ratio Comparison

TOLZ has a 0.46% expense ratio, which is higher than IFRA's 0.30% expense ratio.


Return for Risk

TOLZ vs. IFRA — Risk / Return Rank

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

TOLZ
TOLZ Risk / Return Rank: 7979
Overall Rank
TOLZ Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
TOLZ Sortino Ratio Rank: 7777
Sortino Ratio Rank
TOLZ Omega Ratio Rank: 7575
Omega Ratio Rank
TOLZ Calmar Ratio Rank: 7979
Calmar Ratio Rank
TOLZ Martin Ratio Rank: 8888
Martin Ratio Rank

IFRA
IFRA Risk / Return Rank: 8787
Overall Rank
IFRA Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
IFRA Sortino Ratio Rank: 8989
Sortino Ratio Rank
IFRA Omega Ratio Rank: 8282
Omega Ratio Rank
IFRA Calmar Ratio Rank: 8989
Calmar Ratio Rank
IFRA Martin Ratio Rank: 9191
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.

TOLZ vs. IFRA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and iShares U.S. Infrastructure ETF (IFRA). 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.


TOLZIFRADifference

Sharpe ratio

Return per unit of total volatility

1.44

1.72

-0.28

Sortino ratio

Return per unit of downside risk

1.94

2.43

-0.48

Omega ratio

Gain probability vs. loss probability

1.28

1.31

-0.03

Calmar ratio

Return relative to maximum drawdown

2.14

2.74

-0.60

Martin ratio

Return relative to average drawdown

10.58

11.75

-1.17

TOLZ vs. IFRA - Sharpe Ratio Comparison

The current TOLZ Sharpe Ratio is 1.44, which is comparable to the IFRA Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of TOLZ and IFRA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


TOLZIFRADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.44

1.72

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

0.71

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.60

-0.18

Correlation

The correlation between TOLZ and IFRA is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

TOLZ vs. IFRA - Dividend Comparison

TOLZ's dividend yield for the trailing twelve months is around 3.66%, more than IFRA's 1.70% yield.


TTM20252024202320222021202020192018201720162015
TOLZ
ProShares DJ Brookfield Global Infrastructure ETF
3.66%3.99%3.53%3.34%3.01%3.28%3.16%2.96%3.63%3.30%2.62%3.67%
IFRA
iShares U.S. Infrastructure ETF
1.70%1.84%1.75%1.98%1.98%1.63%2.08%1.68%2.50%0.00%0.00%0.00%

Drawdowns

TOLZ vs. IFRA - Drawdown Comparison

The maximum TOLZ drawdown since its inception was -39.33%, roughly equal to the maximum IFRA drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for TOLZ and IFRA.


Loading graphics...

Drawdown Indicators


TOLZIFRADifference

Max Drawdown

Largest peak-to-trough decline

-39.33%

-41.06%

+1.73%

Max Drawdown (1Y)

Largest decline over 1 year

-8.82%

-10.68%

+1.86%

Max Drawdown (5Y)

Largest decline over 5 years

-21.85%

-19.93%

-1.92%

Max Drawdown (10Y)

Largest decline over 10 years

-39.33%

Current Drawdown

Current decline from peak

-3.16%

-5.08%

+1.92%

Average Drawdown

Average peak-to-trough decline

-6.70%

-5.21%

-1.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

2.50%

-0.71%

Volatility

TOLZ vs. IFRA - Volatility Comparison

The current volatility for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) is 3.63%, while iShares U.S. Infrastructure ETF (IFRA) has a volatility of 5.31%. This indicates that TOLZ experiences smaller price fluctuations and is considered to be less risky than IFRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


TOLZIFRADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.63%

5.31%

-1.68%

Volatility (6M)

Calculated over the trailing 6-month period

7.29%

10.31%

-3.02%

Volatility (1Y)

Calculated over the trailing 1-year period

12.97%

17.12%

-4.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.90%

17.80%

-3.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.30%

21.45%

-5.15%