BNY Mellon Global Infrastructure Income ETF

BKGI

Market cap $1.13B

Inflation and geopolitical uncertainty are pushing advisors and investors to rethink how they build diversified portfolios. However, it's important to note that diversification comes in many different forms.

At face value, infrastructure stocks already offer a solid value proposition, due to their income opportunities, inflation protection, and more. However, long-term tailwinds could further propel these companies to new heights.

The BNY Mellon Global Infrastructure Income ETF offers a 2.69% yield via a globally diversified infrastructure portfolio, with a utility-heavy allocation. BKGI's blend of traditional and non-traditional infrastructure assets provides risk diversification, outperforming pure energy infrastructure funds during sector downturns. Utilities, comprising just over half of BKGI, may benefit from AI-driven data center electricity demand, but growth remains slow and bond-like.

In the 24-hour financial news cycle, there's much buzz surrounding the buildout of infrastructure for artificial intelligence (AI). What about infrastructure beneficial to humans?

Considering the macroeconomic uncertainty that's been plaguing markets as of late, many investors and advisors are looking for solutions to help navigate the volatility.

Just a few years ago, AI was largely being used as a recreational tool. The technology's advancement to a critical cornerstone for many different companies is nothing short of fascinating.

Past performance has surely shown that global infrastructure stocks have offered plenty of upside for portfolios thus far. However, given that new macroeconomic challenges are emerging this year, it's important to evaluate how well global infrastructure strategies are positioned to meet the moment.

It's always a moment worth celebrating when a fund with an interesting strategy passes the $1 billion threshold for assets under management. Recently, that moment came for the BNY Global Infrastructure Income ETF (BKGI), which hit $1 billion in AUM on May 11, 2026.

I coached my son's Little League baseball team for 10 seasons. There were often months-long gaps between when I would see the kids.

Those who decided to gain exposure to the global infrastructure industry last year were likely graced with good results. Just as one example, the BNY Mellon Global Infrastructure Income ETF (BKGI) enjoyed potent returns in 2025.