BCGD vs. INFL
BCGD (Baron Global Durable Advantage ETF) and INFL (Horizon Kinetics Inflation Beneficiaries ETF) are both Global Equities funds. Both are actively managed. At a 0.32 correlation, their price movements are largely independent. BCGD charges 0.75%/yr vs 0.85%/yr for INFL.
Performance
BCGD vs. INFL - Performance Comparison
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Returns By Period
In the year-to-date period, BCGD achieves a 1.00% return, which is significantly lower than INFL's 8.63% return.
BCGD
- 1D
- -0.16%
- 1M
- -1.43%
- YTD
- 1.00%
- 6M
- 0.49%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
INFL
- 1D
- -1.69%
- 1M
- -9.48%
- YTD
- 8.63%
- 6M
- 7.44%
- 1Y
- 16.03%
- 3Y*
- 19.24%
- 5Y*
- 11.29%
- 10Y*
- —
BCGD vs. INFL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCGD Baron Global Durable Advantage ETF | 1.00% | 1.64% |
INFL Horizon Kinetics Inflation Beneficiaries ETF | 8.63% | -0.60% |
Correlation
The correlation between BCGD and INFL is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.32 |
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Return for Risk
BCGD vs. INFL — Risk / Return Rank
BCGD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
INFL
BCGD vs. INFL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Global Durable Advantage ETF (BCGD) and Horizon Kinetics Inflation Beneficiaries ETF (INFL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCGD | INFL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.18 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.30 | — |
| Martin ratioReturn relative to average drawdown | — | 4.40 | — |
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Drawdowns
BCGD vs. INFL - Drawdown Comparison
The maximum BCGD drawdown since its inception was -13.79%, smaller than the maximum INFL drawdown of -21.30%. Use the drawdown chart below to compare losses from any high point for BCGD and INFL.
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Drawdown Indicators
| BCGD | INFL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -21.30% | +7.51% |
Max Drawdown (1Y)Largest decline over 1 year | — | -12.43% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.56% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.30% | — |
Current DrawdownCurrent decline from peak | -3.29% | -12.43% | +9.14% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -5.14% | +2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.65% | — |
Volatility
BCGD vs. INFL - Volatility Comparison
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Volatility by Period
| BCGD | INFL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.19% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.95% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 16.27% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.39% | 17.79% | +0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 17.69% | +0.70% |
BCGD vs. INFL - Expense Ratio Comparison
BCGD has a 0.75% expense ratio, which is lower than INFL's 0.85% expense ratio.
Dividends
BCGD vs. INFL - Dividend Comparison
BCGD has not paid dividends to shareholders, while INFL's dividend yield for the trailing twelve months is around 0.98%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
BCGD Baron Global Durable Advantage ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INFL Horizon Kinetics Inflation Beneficiaries ETF | 0.98% | 1.26% | 1.77% | 1.60% | 1.65% | 0.91% |
Frequently Asked Questions
BCGD and INFL have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BCGD is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BCGD is cheaper with a 0.75% expense ratio, compared with 0.85% for INFL.
INFL has the higher dividend yield at 0.98%, compared with 0.00% for BCGD.
They also come from different issuers: Baron Capital and Horizon Kinetics LLC. Their fees differ too: 0.75% for BCGD and 0.85% for INFL.
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