XLE vs. INFR
Compare and contrast key facts about State Street Energy Select Sector SPDR ETF (XLE) and ClearBridge Sustainable Infrastructure ETF (INFR).
XLE and INFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998. INFR is a passively managed fund by ClearBridge that tracks the performance of the RARE Global Infrastructure Index. It was launched on Dec 14, 2022. Both XLE and INFR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XLE vs. INFR - Performance Comparison
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XLE vs. INFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XLE State Street Energy Select Sector SPDR ETF | 32.76% | 7.88% | 5.56% | -0.63% | 4.75% |
INFR ClearBridge Sustainable Infrastructure ETF | 1.41% | 24.00% | -6.23% | 5.20% | -0.19% |
Returns By Period
In the year-to-date period, XLE achieves a 32.76% return, which is significantly higher than INFR's 1.41% return.
XLE
- 1D
- -3.74%
- 1M
- 4.06%
- YTD
- 32.76%
- 6M
- 34.01%
- 1Y
- 29.50%
- 3Y*
- 16.22%
- 5Y*
- 23.05%
- 10Y*
- 11.23%
INFR
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 1.41%
- 6M
- 5.75%
- 1Y
- 17.33%
- 3Y*
- 5.85%
- 5Y*
- —
- 10Y*
- —
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XLE vs. INFR - Expense Ratio Comparison
XLE has a 0.08% expense ratio, which is lower than INFR's 0.59% expense ratio.
Return for Risk
XLE vs. INFR — Risk / Return Rank
XLE
INFR
XLE vs. INFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Energy Select Sector SPDR ETF (XLE) 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.
| XLE | INFR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.25 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.80 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.47 | -0.86 |
Martin ratioReturn relative to average drawdown | 4.23 | 9.71 | -5.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XLE | INFR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.25 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.47 | -0.16 |
Correlation
The correlation between XLE and INFR is 0.19, 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
XLE vs. INFR - Dividend Comparison
XLE's dividend yield for the trailing twelve months is around 2.53%, more than INFR's 2.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLE State Street Energy Select Sector SPDR ETF | 2.53% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
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
XLE vs. INFR - Drawdown Comparison
The maximum XLE drawdown since its inception was -71.26%, which is greater than INFR's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for XLE and INFR.
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Drawdown Indicators
| XLE | INFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.26% | -19.28% | -51.98% |
Max Drawdown (1Y)Largest decline over 1 year | -18.79% | -8.93% | -9.86% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -66.81% | — | — |
Current DrawdownCurrent decline from peak | -5.74% | -0.70% | -5.04% |
Average DrawdownAverage peak-to-trough decline | -18.05% | -5.15% | -12.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.15% | 2.27% | +4.88% |
Volatility
XLE vs. INFR - Volatility Comparison
State Street Energy Select Sector SPDR ETF (XLE) has a higher volatility of 6.45% compared to ClearBridge Sustainable Infrastructure ETF (INFR) at 0.00%. This indicates that XLE'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
| XLE | INFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 0.00% | +6.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.46% | 5.25% | +9.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.21% | 14.68% | +10.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.09% | 14.63% | +11.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.50% | 14.63% | +14.87% |