INFR vs VXUS
Clearbridge Sustainable Infrastructure ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. INFR delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | INFR | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.05% | |
| AUM | $12M | $156.5B | |
| Dividend Yield | 2.52% | 2.60% | |
| Holdings | 32 | 8,747 | |
| YTD Return | +0.31% | +15.24% | |
| 1Y Return | +26.37% | +26.32% | |
| 3Y Return (annualized) | +5.21% | +19.85% | |
| 5Y Return (annualized) | +0.39% | +9.23% | |
| Volatility (annualized) | 16.4% | 15.1% | |
| Max Drawdown | -35.8% | -39.9% | |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 29, 2016 | Jan 26, 2011 |
INFR vs VXUS Performance
Clearbridge Sustainable Infrastructure ETF (INFR) is a ETF from Franklin Templeton Investments (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year INFR returned +26.37% while VXUS returned +26.32%. Year to date, INFR is up 0.31% versus a gain of 15.24% for VXUS.
Over three years, INFR compounded at +5.21% per year against +19.85% for VXUS; over five years the annualized figures are +0.39% and +9.23% respectively. Across the full 9-year window we track, VXUS has the edge at +4.89% annualized vs +3.53%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INFR has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -35.8% for INFR and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
INFR charges 0.59% per year while VXUS charges 0.05%. On a $10,000 position that is $59 vs $5 annually, a gap of $54 per year that compounds over a long holding period. On income, INFR currently yields 2.52% against 2.60% for VXUS.
Holdings Overlap
INFR and VXUS share 18 holdings out of 7873 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, INFR or VXUS?
INFR has an expense ratio of 0.59% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, INFR or VXUS?
Over the past year INFR returned +26.37% vs +26.32% for VXUS, so INFR leads on 1-year performance. Over the longest common window we track (9 years), INFR annualized +3.53% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, INFR or VXUS?
INFR has been the more volatile fund at 16.4% annualized versus 15.1% for VXUS. Worst drawdown: INFR -35.8% vs VXUS -39.9%.
Should I hold both INFR and VXUS?
INFR and VXUS have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between INFR and VXUS?
INFR and VXUS share 18 common holdings with a 1.5% weight overlap. Combined, they hold 7873 unique securities.
Which pays a higher dividend, INFR or VXUS?
INFR yields 2.52% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.