INFL vs. GUNR
Compare and contrast key facts about Horizon Kinetics Inflation Beneficiaries ETF (INFL) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR).
INFL and GUNR 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. GUNR is a passively managed fund by Northern Trust that tracks the performance of the Morningstar Global Upstream Natural Resources Index. It was launched on Sep 16, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INFL or GUNR.
Correlation
The correlation between INFL and GUNR 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. GUNR - Performance Comparison
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Key characteristics
INFL:
1.50
GUNR:
-0.37
INFL:
2.10
GUNR:
-0.29
INFL:
1.30
GUNR:
0.96
INFL:
2.04
GUNR:
-0.23
INFL:
6.46
GUNR:
-0.63
INFL:
4.92%
GUNR:
8.47%
INFL:
20.14%
GUNR:
18.07%
INFL:
-21.30%
GUNR:
-45.64%
INFL:
0.00%
GUNR:
-10.75%
Returns By Period
In the year-to-date period, INFL achieves a 12.41% return, which is significantly higher than GUNR's 8.52% return.
INFL
12.41%
5.49%
5.76%
29.99%
13.68%
N/A
N/A
GUNR
8.52%
4.98%
1.55%
-6.68%
-1.09%
12.00%
5.50%
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INFL vs. GUNR - Expense Ratio Comparison
INFL has a 0.85% expense ratio, which is higher than GUNR's 0.46% expense ratio.
Risk-Adjusted Performance
INFL vs. GUNR — Risk-Adjusted Performance Rank
INFL
GUNR
INFL vs. GUNR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Inflation Beneficiaries ETF (INFL) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR). 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
INFL vs. GUNR - Dividend Comparison
INFL's dividend yield for the trailing twelve months is around 1.61%, less than GUNR's 3.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INFL Horizon Kinetics Inflation Beneficiaries ETF | 1.61% | 1.78% | 1.60% | 1.65% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 3.42% | 3.39% | 3.55% | 4.12% | 3.61% | 2.79% | 3.25% | 3.27% | 2.00% | 1.73% | 4.50% | 2.80% |
Drawdowns
INFL vs. GUNR - Drawdown Comparison
The maximum INFL drawdown since its inception was -21.30%, smaller than the maximum GUNR drawdown of -45.64%. Use the drawdown chart below to compare losses from any high point for INFL and GUNR. For additional features, visit the drawdowns tool.
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Volatility
INFL vs. GUNR - Volatility Comparison
Horizon Kinetics Inflation Beneficiaries ETF (INFL) has a higher volatility of 3.84% compared to FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) at 3.43%. This indicates that INFL's price experiences larger fluctuations and is considered to be riskier than GUNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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