INFL vs. BRK-B
Compare and contrast key facts about Horizon Kinetics Inflation Beneficiaries ETF (INFL) and Berkshire Hathaway Inc. (BRK-B).
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: INFL or BRK-B.
Key characteristics
| INFL | BRK-B | |
|---|---|---|
| YTD Return | 32.32% | 30.74% |
| 1Y Return | 39.95% | 33.22% |
| 3Y Return (Ann) | 10.87% | 17.77% |
| Sharpe Ratio | 2.94 | 2.30 |
| Sortino Ratio | 3.82 | 3.22 |
| Omega Ratio | 1.51 | 1.41 |
| Calmar Ratio | 3.38 | 4.35 |
| Martin Ratio | 17.54 | 11.41 |
| Ulcer Index | 2.31% | 2.89% |
| Daily Std Dev | 13.80% | 14.38% |
| Max Drawdown | -21.30% | -53.86% |
| Current Drawdown | -1.46% | -2.57% |
Correlation
The correlation between INFL and BRK-B 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
INFL vs. BRK-B - Performance Comparison
The year-to-date returns for both stocks are quite close, with INFL having a 32.32% return and BRK-B slightly lower at 30.74%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
INFL vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Inflation Beneficiaries ETF (INFL) and Berkshire Hathaway Inc. (BRK-B). 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. BRK-B - Dividend Comparison
INFL's dividend yield for the trailing twelve months is around 1.41%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
INFL Horizon Kinetics Inflation Beneficiaries ETF | 1.41% | 1.60% | 1.65% | 0.91% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
INFL vs. BRK-B - Drawdown Comparison
The maximum INFL drawdown since its inception was -21.30%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for INFL and BRK-B. For additional features, visit the drawdowns tool.
Volatility
INFL vs. BRK-B - Volatility Comparison
The current volatility for Horizon Kinetics Inflation Beneficiaries ETF (INFL) is 3.69%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that INFL experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.