Infrastructure ETFs - a selection

Infrastructure ETFs - a selection
Components Performance/Risk
Period Return
18.8%
Return Rank
Below Average
Risk Exposure
Below Average

The small selection of ETFs is of interest for investors was created in anticipation of bipartisan efforts by the Biden Administration and U.S. Congress for infrastructure investments

 The Bipartisan Infrastructure Law of 2021 targeted focused support to investments such as bridge repair and replacement, clean transit and school buses, water funding, EV charging networks and high-speed internet deployment

 

Bookmark the theme and reset the time period to control for most recent performance trends and momentum (from 1 week to 3 months)

 

Infrastructure is understood to cover utilities, energy, transportation and communications - weighted according to fund preferences 

Funds with narrower focus on specific infrastructure categories favor, alternatively, water companies (PHO) and equities from the electrical energy infrastructure sector (SIMS, GRID)

US companies that can be expected to benefit from domestic infrastructure activities broaden the footprint of funds such as IFRA  or SIMS

 

One global infrastructure fund of companies listed in developed or emerging markets - FlexShares STOXX® Global Broad Infrastructure Index Fund - has been included as a performance tracker vs. US focused funds 

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
iShares Global Infrastructure ETF IGF Global MarketsInfrastructure66.0915.0% Neutral Low Risk
SPDR® S&P® Global Infrastructure ETF GII Global MarketsInfrastructure75.1714.5% Neutral Low Risk
ProShares DJ Brookfield Global Infrastructure ETF TOLZ Global MarketsInfrastructure59.2712.8% Neutral Low Risk
Invesco Water Resources ETF PHO UtilitiesWater Global72.04-1.0% Weak Up Average Risk
FlexShares STOXX® Global Broad Infrastructure Index Fund NFRA UtilitiesInfrastructure Global65.7614.9% Neutral Low Risk
First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund GRID Industrial GoodsEnergy Services188.9033.0% Neutral Above Average
First Trust RBA American Industrial Renaissance ETF AIRR Industrial GoodsConstruction & Engineering123.4533.9% Neutral Above Average
Global X US Infrastructure Development ETF PAVE Industrial GoodsConstruction & Engineering58.4926.1% Neutral Above Average
iShares US Infrastructure ETF IFRA Industrial GoodsConstruction & Engineering61.3519.2% Neutral Below Average
BNY Mellon Global Infrastructure Income ETF BKGI Industrial GoodsConstruction & Engineering44.4318.7% Neutral Low Risk
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