TOLZ vs. IFRA
Compare and contrast key facts about ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and iShares U.S. Infrastructure ETF (IFRA).
TOLZ and IFRA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TOLZ is a passively managed fund by ProShares that tracks the performance of the Dow Jones Brookfield Global Infrastructure Composite Index. It was launched on Mar 25, 2014. IFRA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet U.S. Infrastructure Index. It was launched on Apr 3, 2018. Both TOLZ and IFRA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TOLZ or IFRA.
Correlation
The correlation between TOLZ and IFRA is 0.76, 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.
Performance
TOLZ vs. IFRA - Performance Comparison
Key characteristics
TOLZ:
1.06
IFRA:
1.19
TOLZ:
1.50
IFRA:
1.76
TOLZ:
1.19
IFRA:
1.21
TOLZ:
1.13
IFRA:
1.77
TOLZ:
4.87
IFRA:
5.77
TOLZ:
2.53%
IFRA:
3.29%
TOLZ:
11.61%
IFRA:
15.91%
TOLZ:
-39.33%
IFRA:
-41.06%
TOLZ:
-7.03%
IFRA:
-10.00%
Returns By Period
In the year-to-date period, TOLZ achieves a 10.51% return, which is significantly lower than IFRA's 17.09% return.
TOLZ
10.51%
-5.99%
9.99%
10.83%
4.26%
4.44%
IFRA
17.09%
-6.87%
10.90%
17.87%
12.32%
N/A
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TOLZ vs. IFRA - Expense Ratio Comparison
TOLZ has a 0.46% expense ratio, which is higher than IFRA's 0.40% expense ratio.
Risk-Adjusted Performance
TOLZ vs. IFRA - Risk-Adjusted Performance 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.
Dividends
TOLZ vs. IFRA - Dividend Comparison
TOLZ's dividend yield for the trailing twelve months is around 2.82%, more than IFRA's 1.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 2.82% | 3.34% | 3.00% | 3.28% | 3.17% | 2.96% | 3.63% | 3.30% | 2.96% | 4.52% | 2.03% |
IFRA iShares U.S. Infrastructure ETF | 1.74% | 1.98% | 1.98% | 1.63% | 2.07% | 1.68% | 2.50% | 0.00% | 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. For additional features, visit the drawdowns tool.
Volatility
TOLZ vs. IFRA - Volatility Comparison
The current volatility for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) is 4.48%, while iShares U.S. Infrastructure ETF (IFRA) has a volatility of 4.75%. 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.