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INFL vs. BDVL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

INFL vs. BDVL

Last updated Jun 4, 2026

INFL (Horizon Kinetics Inflation Beneficiaries ETF) and BDVL (iShares Disciplined Volatility Equity Active ETF) are both Global Equities funds. INFL is actively managed, while BDVL is passively managed. At a 0.46 correlation, their price movements are largely independent. INFL charges 0.85%/yr vs 0.40%/yr for BDVL.

Performance

INFL vs. BDVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Horizon Kinetics Inflation Beneficiaries ETF (INFL) and iShares Disciplined Volatility Equity Active ETF (BDVL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INFL achieves a 17.21% return, which is significantly higher than BDVL's 4.71% return.

INFL

1D
-0.48%
1M
-1.64%
YTD
17.21%
6M
17.82%
1Y
23.41%
3Y*
21.83%
5Y*
13.12%
10Y*
—

BDVL

1D
-0.44%
1M
0.91%
YTD
4.71%
6M
5.43%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

INFL vs. BDVL - Yearly Performance Comparison

2026 (YTD)2025
INFL
Horizon Kinetics Inflation Beneficiaries ETF		17.21%1.99%
BDVL
iShares Disciplined Volatility Equity Active ETF		4.71%1.97%

Correlation

The correlation between INFL and BDVL is 0.46, 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 Sep 16, 2025

0.46

INFL vs. BDVL - Sectors Allocation Comparison

Sectors
INFL
BDVL

Energy

40.5%
2.8%

Financial Services

21.1%
13.9%

Basic Materials

20.0%
2.6%

Utilities

2.9%
4.8%

Consumer Defensive

2.4%
6.3%

Industrials

1.8%
15.4%

Healthcare

1.2%
11.1%

Real Estate

1.1%
1.0%

Communication Services

0.3%
10.7%

Consumer Cyclical

-

8.5%

Technology

-

23.0%

Energy

INFL
40.5%
BDVL
2.8%

Financial Services

INFL
21.1%
BDVL
13.9%

Basic Materials

INFL
20.0%
BDVL
2.6%

Utilities

INFL
2.9%
BDVL
4.8%

Consumer Defensive

INFL
2.4%
BDVL
6.3%

Industrials

INFL
1.8%
BDVL
15.4%

Healthcare

INFL
1.2%
BDVL
11.1%

Real Estate

INFL
1.1%
BDVL
1.0%

Communication Services

INFL
0.3%
BDVL
10.7%

Consumer Cyclical

INFL

-

BDVL
8.5%

Technology

INFL

-

BDVL
23.0%

Compare stocks, funds, or ETFs

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

Horizon Kinetics Inflation Beneficiaries ETF

iShares Disciplined Volatility Equity Active ETF

Often compared with INFL:
INFL vs. SPYINFL vs. GUNRINFL vs. VOOINFL vs. FFLCINFL vs. IAKINFL vs. RAAXINFL vs. ACWI
Often compared with BDVL:
BDVL vs. CGGEBDVL vs. VTBDVL vs. DFAWBDVL vs. UFOBDVL vs. AVGVBDVL vs. IVESBDVL vs. PAWZ

Return for Risk

INFL vs. BDVL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
INFL
INFL Risk / Return Rank: 4545
Overall Rank
INFL Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
INFL Sortino Ratio Rank: 3838
Sortino Ratio Rank
INFL Omega Ratio Rank: 4040
Omega Ratio Rank
INFL Calmar Ratio Rank: 5656
Calmar Ratio Rank
INFL Martin Ratio Rank: 4646
Martin Ratio Rank
BDVL
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.

INFL vs. BDVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Inflation Beneficiaries ETF (INFL) and iShares Disciplined Volatility Equity Active ETF (BDVL). 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.

INFLBDVLDifference
Sharpe ratioReturn per unit of total volatility
1.52

—

—

Sortino ratioReturn per unit of downside risk
2.01

—

—

Omega ratioGain probability vs. loss probability

1.27

—

—

Calmar ratioReturn relative to maximum drawdown

2.81

—

—

Martin ratioReturn relative to average drawdown

7.68

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

INFL vs. BDVL - Sharpe Ratio Comparison

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Sharpe Ratios by Period

INFLBDVLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.52

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.91

1.01

-0.10

Drawdowns

INFL vs. BDVL - Drawdown Comparison

The maximum INFL drawdown since its inception was -21.30%, which is greater than BDVL's maximum drawdown of -7.71%. Use the drawdown chart below to compare losses from any high point for INFL and BDVL.

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Drawdown Indicators

INFLBDVLDifference

Max Drawdown

Largest peak-to-trough decline

-21.30%

-7.71%

-13.59%

Max Drawdown (1Y)

Largest decline over 1 year

-8.36%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-15.56%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-21.30%

—

—

Current Drawdown

Current decline from peak

-5.51%

-0.95%

-4.56%

Average Drawdown

Average peak-to-trough decline

-5.10%

-1.19%

-3.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

—

—

Volatility

INFL vs. BDVL - Volatility Comparison

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Volatility by Period

INFLBDVLDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.60%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

12.32%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

15.52%

9.49%

+6.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.71%

9.49%

+8.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.64%

9.49%

+8.15%

INFL vs. BDVL - Expense Ratio Comparison

INFL has a 0.85% expense ratio, which is higher than BDVL's 0.40% expense ratio.

Dividends

INFL vs. BDVL - Dividend Comparison

INFL's dividend yield for the trailing twelve months is around 0.91%, less than BDVL's 2.66% yield.

PositionTTM20252024202320222021
BDVL
iShares Disciplined Volatility Equity Active ETF		2.66%2.79%0.00%0.00%0.00%0.00%
INFL
Horizon Kinetics Inflation Beneficiaries ETF		0.91%1.26%1.77%1.60%1.65%0.91%

Frequently Asked Questions

INFL and BDVL have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BDVL is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BDVL is cheaper with a 0.40% expense ratio, compared with 0.85% for INFL.

BDVL has the higher dividend yield at 2.66%, compared with 0.91% for INFL.

They also come from different issuers: Horizon Kinetics LLC and iShares. Their fees differ too: 0.85% for INFL and 0.40% for BDVL.

Portfolio Optimizer

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