BKGI: An Outperforming ETF In An Important Asset Class

The Global Investor2.05K FollowersFollow5ShareSavePlay(9min)CommentsSummaryThe BNY Mellon Global Infrastructure Income ETF offers active, global infrastructure exposure with 33 holdings and a 0.55% expense ratio.BKGI has outperformed its S&P Global Infrastructure benchmark, delivering 19.4% annualized returns vs. 13.6% over the past three years.The fund targets macro themes: energy transition, 5G networks, healthcare infrastructure, and public-private partnerships, supporting long-term defensiveness.BKGI's lower volatility (14.3%) and inflation-linked returns make it a compelling, wealth-preserving diversifier for equity portfolios. Tanison Pachtanom/E+ via Getty Images The BNY Mellon Global Infrastructure Income ETF (BKGI) is a relatively new (formed in November 2022) and small ETF, with assets under management of just over $700 million. As of the end of January 2026, it is diversified across 33 holdings. It has an expense ratioThis article was written byThe Global Investor2.05K FollowersFollowInvestor in energy stocks in North America.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in BKGI over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.