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XES vs. INFR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XES vs. INFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR S&P Oil & Gas Equipment & Services ETF (XES) and ClearBridge Sustainable Infrastructure ETF (INFR). The values are adjusted to include any dividend payments, if applicable.

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XES vs. INFR - Yearly Performance Comparison


2026 (YTD)2025202420232022
XES
SPDR S&P Oil & Gas Equipment & Services ETF
42.33%5.89%-5.44%6.68%8.83%
INFR
ClearBridge Sustainable Infrastructure ETF
1.41%24.00%-6.23%5.20%-0.19%

Returns By Period

In the year-to-date period, XES achieves a 42.33% return, which is significantly higher than INFR's 1.41% return.


XES

1D
0.91%
1M
3.20%
YTD
42.33%
6M
61.87%
1Y
65.92%
3Y*
17.22%
5Y*
17.28%
10Y*
-2.35%

INFR

1D
0.00%
1M
0.00%
YTD
1.41%
6M
6.28%
1Y
17.50%
3Y*
5.85%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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XES vs. INFR - Expense Ratio Comparison

XES has a 0.35% expense ratio, which is lower than INFR's 0.59% expense ratio.


Return for Risk

XES vs. INFR — Risk / Return Rank

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

XES
XES Risk / Return Rank: 8181
Overall Rank
XES Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
XES Sortino Ratio Rank: 8282
Sortino Ratio Rank
XES Omega Ratio Rank: 8282
Omega Ratio Rank
XES Calmar Ratio Rank: 8484
Calmar Ratio Rank
XES Martin Ratio Rank: 7373
Martin Ratio Rank

INFR
INFR Risk / Return Rank: 7878
Overall Rank
INFR Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
INFR Sortino Ratio Rank: 7272
Sortino Ratio Rank
INFR Omega Ratio Rank: 7676
Omega Ratio Rank
INFR Calmar Ratio Rank: 8585
Calmar Ratio Rank
INFR Martin Ratio Rank: 8585
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.

XES vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Oil & Gas Equipment & Services ETF (XES) 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.


XESINFRDifference

Sharpe ratio

Return per unit of total volatility

1.66

1.26

+0.39

Sortino ratio

Return per unit of downside risk

2.11

1.81

+0.30

Omega ratio

Gain probability vs. loss probability

1.31

1.29

+0.03

Calmar ratio

Return relative to maximum drawdown

2.40

2.51

-0.12

Martin ratio

Return relative to average drawdown

7.21

9.89

-2.68

XES vs. INFR - Sharpe Ratio Comparison

The current XES Sharpe Ratio is 1.66, which is higher than the INFR Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of XES and INFR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


XESINFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.66

1.26

+0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.08

0.47

-0.55

Correlation

The correlation between XES and INFR is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

XES vs. INFR - Dividend Comparison

XES's dividend yield for the trailing twelve months is around 1.19%, less than INFR's 2.49% yield.


TTM20252024202320222021202020192018201720162015
XES
SPDR S&P Oil & Gas Equipment & Services ETF
1.19%1.69%1.31%0.66%0.36%1.81%1.33%1.43%1.14%1.68%0.64%2.47%
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%

Drawdowns

XES vs. INFR - Drawdown Comparison

The maximum XES drawdown since its inception was -95.65%, which is greater than INFR's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for XES and INFR.


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Drawdown Indicators


XESINFRDifference

Max Drawdown

Largest peak-to-trough decline

-95.65%

-19.28%

-76.37%

Max Drawdown (1Y)

Largest decline over 1 year

-27.52%

-8.93%

-18.59%

Max Drawdown (5Y)

Largest decline over 5 years

-45.95%

Max Drawdown (10Y)

Largest decline over 10 years

-91.23%

Current Drawdown

Current decline from peak

-72.51%

-0.70%

-71.81%

Average Drawdown

Average peak-to-trough decline

-54.22%

-5.16%

-49.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.14%

2.27%

+6.87%

Volatility

XES vs. INFR - Volatility Comparison

SPDR S&P Oil & Gas Equipment & Services ETF (XES) has a higher volatility of 7.76% compared to ClearBridge Sustainable Infrastructure ETF (INFR) at 0.00%. This indicates that XES'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


XESINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.76%

0.00%

+7.76%

Volatility (6M)

Calculated over the trailing 6-month period

22.14%

5.26%

+16.88%

Volatility (1Y)

Calculated over the trailing 1-year period

40.03%

14.68%

+25.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.84%

14.64%

+25.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.20%

14.64%

+30.56%