PortfoliosLab logoPortfoliosLab logo
FDG vs. INFL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDG vs. INFL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Focused Dynamic Growth ETF (FDG) and Horizon Kinetics Inflation Beneficiaries ETF (INFL). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FDG vs. INFL - Yearly Performance Comparison


2026 (YTD)20252024202320222021
FDG
American Century Focused Dynamic Growth ETF
-10.09%22.13%45.89%37.22%-35.74%6.29%
INFL
Horizon Kinetics Inflation Beneficiaries ETF
17.28%18.30%23.34%1.62%2.65%24.77%

Returns By Period

In the year-to-date period, FDG achieves a -10.09% return, which is significantly lower than INFL's 17.28% return.


FDG

1D
4.35%
1M
-4.42%
YTD
-10.09%
6M
-5.30%
1Y
25.52%
3Y*
24.88%
5Y*
8.73%
10Y*

INFL

1D
2.12%
1M
-4.31%
YTD
17.28%
6M
16.92%
1Y
29.44%
3Y*
20.97%
5Y*
15.20%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FDG vs. INFL - Expense Ratio Comparison

FDG has a 0.45% expense ratio, which is lower than INFL's 0.85% expense ratio.


Return for Risk

FDG vs. INFL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDG
FDG Risk / Return Rank: 6464
Overall Rank
FDG Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FDG Sortino Ratio Rank: 6969
Sortino Ratio Rank
FDG Omega Ratio Rank: 6464
Omega Ratio Rank
FDG Calmar Ratio Rank: 6565
Calmar Ratio Rank
FDG Martin Ratio Rank: 6060
Martin Ratio Rank

INFL
INFL Risk / Return Rank: 8282
Overall Rank
INFL Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
INFL Sortino Ratio Rank: 7979
Sortino Ratio Rank
INFL Omega Ratio Rank: 7979
Omega Ratio Rank
INFL Calmar Ratio Rank: 8383
Calmar Ratio Rank
INFL Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDG vs. INFL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Focused Dynamic Growth ETF (FDG) 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.


FDGINFLDifference

Sharpe ratio

Return per unit of total volatility

1.08

1.51

-0.44

Sortino ratio

Return per unit of downside risk

1.67

1.99

-0.32

Omega ratio

Gain probability vs. loss probability

1.23

1.30

-0.07

Calmar ratio

Return relative to maximum drawdown

1.58

2.32

-0.74

Martin ratio

Return relative to average drawdown

5.57

9.88

-4.31

FDG vs. INFL - Sharpe Ratio Comparison

The current FDG Sharpe Ratio is 1.08, which is comparable to the INFL Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of FDG and INFL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FDGINFLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.08

1.51

-0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.86

-0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

0.94

-0.14

Correlation

The correlation between FDG and INFL is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FDG vs. INFL - Dividend Comparison

FDG has not paid dividends to shareholders, while INFL's dividend yield for the trailing twelve months is around 0.91%.


TTM202520242023202220212020
FDG
American Century Focused Dynamic Growth ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.01%
INFL
Horizon Kinetics Inflation Beneficiaries ETF
0.91%1.26%1.77%1.60%1.65%0.91%0.00%

Drawdowns

FDG vs. INFL - Drawdown Comparison

The maximum FDG drawdown since its inception was -43.69%, which is greater than INFL's maximum drawdown of -21.30%. Use the drawdown chart below to compare losses from any high point for FDG and INFL.


Loading graphics...

Drawdown Indicators


FDGINFLDifference

Max Drawdown

Largest peak-to-trough decline

-43.69%

-21.30%

-22.39%

Max Drawdown (1Y)

Largest decline over 1 year

-15.71%

-12.89%

-2.82%

Max Drawdown (5Y)

Largest decline over 5 years

-43.69%

-21.30%

-22.39%

Current Drawdown

Current decline from peak

-12.04%

-5.46%

-6.58%

Average Drawdown

Average peak-to-trough decline

-13.75%

-5.14%

-8.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.45%

3.02%

+1.43%

Volatility

FDG vs. INFL - Volatility Comparison

American Century Focused Dynamic Growth ETF (FDG) has a higher volatility of 7.98% compared to Horizon Kinetics Inflation Beneficiaries ETF (INFL) at 5.86%. This indicates that FDG's price experiences larger fluctuations and is considered to be riskier than INFL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FDGINFLDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.98%

5.86%

+2.12%

Volatility (6M)

Calculated over the trailing 6-month period

14.04%

13.54%

+0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

23.85%

19.55%

+4.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.68%

17.71%

+6.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.05%

17.78%

+7.27%