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BLDX vs IGF

Impax Funds Series Trust I vs iShares Global Infrastructure ETF

BLDX

IMPAX FUNDS SERIES TRUST I

Impax Asset Management

Annual cost

0.60%

Fund size

$114M

IGF

iShares Global Infrastructure ETF

iShares

Annual cost

0.39%

Fund size

$10.7B

Key differences

  • IGF costs 0.21% less per year.
  • IGF is significantly larger than BLDX — larger funds tend to be more liquid and less likely to close.
  • BLDX follows a active selection strategy; IGF uses index tracking.
  • IGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BLDXIGF
Annual cost (TER)0.60%0.39%
Fund size (AUM)$114M$10.7B
Since20162007
Dividend yield2.11%2.89%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+19.0%
CAGR 3YN/A+15.7%
CAGR 5YN/A+10.7%
Sharpe 3YN/A0.93
Volatility 1Y10.43%
Max drawdown-8.26%-42.11%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BLDX and IGF