IAK vs. INFL
Compare and contrast key facts about iShares U.S. Insurance ETF (IAK) and Horizon Kinetics Inflation Beneficiaries ETF (INFL).
IAK and INFL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IAK is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Insurance Index. It was launched on May 5, 2006. INFL is an actively managed fund by Horizon Kinetics LLC. It was launched on Jan 11, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IAK or INFL.
Correlation
The correlation between IAK and INFL is 0.55, 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.
Performance
IAK vs. INFL - Performance Comparison
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Key characteristics
IAK:
1.01
INFL:
1.55
IAK:
1.45
INFL:
2.08
IAK:
1.20
INFL:
1.30
IAK:
1.76
INFL:
2.02
IAK:
4.70
INFL:
6.39
IAK:
4.32%
INFL:
4.92%
IAK:
19.97%
INFL:
20.16%
IAK:
-77.38%
INFL:
-21.30%
IAK:
-0.92%
INFL:
-0.53%
Returns By Period
In the year-to-date period, IAK achieves a 9.10% return, which is significantly lower than INFL's 11.67% return.
IAK
9.10%
6.00%
4.42%
18.44%
24.61%
12.67%
INFL
11.67%
4.80%
6.27%
29.49%
N/A
N/A
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IAK vs. INFL - Expense Ratio Comparison
IAK has a 0.43% expense ratio, which is lower than INFL's 0.85% expense ratio.
Risk-Adjusted Performance
IAK vs. INFL — Risk-Adjusted Performance Rank
IAK
INFL
IAK vs. INFL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Insurance ETF (IAK) 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.
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Dividends
IAK vs. INFL - Dividend Comparison
IAK's dividend yield for the trailing twelve months is around 1.64%, more than INFL's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAK iShares U.S. Insurance ETF | 1.64% | 1.49% | 1.44% | 1.69% | 2.26% | 2.07% | 1.84% | 2.33% | 1.62% | 1.68% | 1.62% | 1.57% |
INFL Horizon Kinetics Inflation Beneficiaries ETF | 1.62% | 1.78% | 1.60% | 1.65% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IAK vs. INFL - Drawdown Comparison
The maximum IAK drawdown since its inception was -77.38%, which is greater than INFL's maximum drawdown of -21.30%. Use the drawdown chart below to compare losses from any high point for IAK and INFL. For additional features, visit the drawdowns tool.
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Volatility
IAK vs. INFL - Volatility Comparison
iShares U.S. Insurance ETF (IAK) has a higher volatility of 6.18% compared to Horizon Kinetics Inflation Beneficiaries ETF (INFL) at 4.48%. This indicates that IAK'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.
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