Disruptive Theme of the Week: Thematics Are Back! Should You Go With the Flow?

Ideally, thematic ETFs capture long-term secular investment themes not fully represented by broad market or sector-based approaches. The best thematic index implementations make use of quantifiable measures such as revenue and market share to identify companies with meaningful exposure to specific themes.

ETF Trends • Oct 21, 2025

IGF's Better Liquidity Vs. GII Doesn't Compensate For The Slowing Momentum Of The Global Infrastructure Market

The article compares SPDR S&P Global Infrastructure ETF (GII) and iShares Global Infrastructure ETF (IGF), both tracking the S&P Global Infrastructure Index. Downgrade to 'hold' due to high prices, stagnating momentum, and increased volatility; a better entry point may come after a price correction. IGF is favored over GII for its superior liquidity and lower expense ratio, despite GII's slightly better risk-adjusted metrics and lower volatility.

Seeking Alpha • Sep 17, 2025

GII: The Case For Global Infrastructure

GII is a buy for exposure to global infrastructure, benefiting from AI, renewables, and urbanization megatrends driving robust long-term demand. The ETF offers a high dividend yield, resilient industry exposure, and global diversification, positioning it well for future growth. While GII outperforms its peers despite a slightly higher expense ratio and lower liquidity, its concentration and trading volume present moderate risks.

Seeking Alpha • Aug 13, 2025

Why Infrastructure Stocks May Provide Opportunities, Even Amid Market Volatility

Outlook for infrastructure stocks. Why infrastructure stocks have avoided broader market volatility.

Seeking Alpha • May 21, 2025

3 Global Infrastructure ETFs Set to Ride the Post-Pandemic Buildout

Infrastructure is a crucial foundation for any kind of society attempting to expand beyond a handful of individual, nearby homesteads in order to form a community.

24/7 Wall Street • Mar 31, 2025

GII: Interesting Infrastructure Portfolio, Underwhelming Returns

The S&P Global Infrastructure ETF offers broad diversification across energy, industrials, utilities, and transportation sectors. Despite its unique portfolio, GII has underperformed compared to sector-specific ETFs and even its rival iShares Global Infrastructure ETF. GII's recent performance shows promise, but its long-term returns have been mediocre, and I'm not convinced that the trend has changed.

Seeking Alpha • Feb 27, 2025

Retirees: 3 Infrastructure ETFs to Buy for the Rebuilding of America

Retirees looking to invest in long-life cash flow-generative assets to help bolster their portfolio's dividend growth and diversification may wish to check out some of the infrastructure plays.

24/7 Wall Street • Jan 12, 2025

GII: Marginally Better Than IGF, Decent Allocation Vertical

GII ETF focuses on infrastructure plays including utilities, energy generation, and transportation, with a lower expense ratio compared to IGF. Significant allocation towards US and EU utilities, with electricity prices playing a role in performance in PPA negotiations. Transportation stocks and energy infrastructure make up the rest of the portfolio, offering a significant investment sink with an improving ROIC-WACC wedge if rates fall.

Seeking Alpha • Aug 21, 2024

IFRA: U.S. Infrastructure Is A Solid Bet, Just Not This ETF

Positive factors impacting the outlook for U.S. infrastructure ETFs are strong demand for U.S. infrastructure improvement and bipartisan support for government funding.

Seeking Alpha • Jul 26, 2024

GII: A Strong Infrastructure Fund

Infrastructure is crucial for economic growth and development, with a need for more build-out globally. SPDR S&P Global Infrastructure ETF tracks 75 of the world's largest infrastructure companies, providing exposure to well-established carriers on a passive basis. GII offers strong global exposure, balanced sector weightings, and potential for outperformance, making it a fund worth considering for investors.

Seeking Alpha • Jun 14, 2024