INFL vs. ACWI
Compare and contrast key facts about Horizon Kinetics Inflation Beneficiaries ETF (INFL) and iShares MSCI ACWI ETF (ACWI).
INFL and ACWI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INFL is an actively managed fund by Horizon Kinetics LLC. It was launched on Jan 11, 2021. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INFL or ACWI.
Correlation
The correlation between INFL and ACWI is 0.67, 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
INFL vs. ACWI - Performance Comparison
Key characteristics
INFL:
1.42
ACWI:
0.60
INFL:
1.95
ACWI:
0.96
INFL:
1.28
ACWI:
1.14
INFL:
1.87
ACWI:
0.64
INFL:
5.92
ACWI:
2.81
INFL:
4.91%
ACWI:
3.78%
INFL:
20.12%
ACWI:
17.78%
INFL:
-21.30%
ACWI:
-56.00%
INFL:
-3.72%
ACWI:
-4.16%
Returns By Period
In the year-to-date period, INFL achieves a 8.08% return, which is significantly higher than ACWI's 1.25% return.
INFL
8.08%
14.02%
-0.03%
28.28%
N/A
N/A
ACWI
1.25%
14.85%
-1.32%
10.65%
13.44%
8.89%
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INFL vs. ACWI - Expense Ratio Comparison
INFL has a 0.85% expense ratio, which is higher than ACWI's 0.32% expense ratio.
Risk-Adjusted Performance
INFL vs. ACWI — Risk-Adjusted Performance Rank
INFL
ACWI
INFL vs. ACWI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Inflation Beneficiaries ETF (INFL) and iShares MSCI ACWI ETF (ACWI). 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.
Dividends
INFL vs. ACWI - Dividend Comparison
INFL's dividend yield for the trailing twelve months is around 1.68%, which matches ACWI's 1.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INFL Horizon Kinetics Inflation Beneficiaries ETF | 1.68% | 1.78% | 1.60% | 1.65% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ACWI iShares MSCI ACWI ETF | 1.68% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% |
Drawdowns
INFL vs. ACWI - Drawdown Comparison
The maximum INFL drawdown since its inception was -21.30%, smaller than the maximum ACWI drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for INFL and ACWI. For additional features, visit the drawdowns tool.
Volatility
INFL vs. ACWI - Volatility Comparison
The current volatility for Horizon Kinetics Inflation Beneficiaries ETF (INFL) is 8.55%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 10.01%. This indicates that INFL experiences smaller price fluctuations and is considered to be less risky than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.