INFL vs. SCHD
Compare and contrast key facts about Horizon Kinetics Inflation Beneficiaries ETF (INFL) and Schwab U.S. Dividend Equity ETF (SCHD).
INFL and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Performance
INFL vs. SCHD - Performance Comparison
Loading graphics...
INFL vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
INFL Horizon Kinetics Inflation Beneficiaries ETF | 16.92% | 18.30% | 23.34% | 1.62% | 2.65% | 24.77% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 25.08% |
Returns By Period
In the year-to-date period, INFL achieves a 16.92% return, which is significantly higher than SCHD's 12.17% return.
INFL
- 1D
- -0.31%
- 1M
- -5.75%
- YTD
- 16.92%
- 6M
- 16.27%
- 1Y
- 28.33%
- 3Y*
- 20.85%
- 5Y*
- 15.13%
- 10Y*
- —
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
INFL vs. SCHD - Expense Ratio Comparison
INFL has a 0.85% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
INFL vs. SCHD — Risk / Return Rank
INFL
SCHD
INFL vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Inflation Beneficiaries ETF (INFL) and Schwab U.S. Dividend Equity ETF (SCHD). 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.
| INFL | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.88 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.32 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 1.05 | +1.21 |
Martin ratioReturn relative to average drawdown | 9.54 | 3.55 | +5.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| INFL | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.88 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.58 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.84 | +0.09 |
Correlation
The correlation between INFL and SCHD is 0.66, 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.
Dividends
INFL vs. SCHD - Dividend Comparison
INFL's dividend yield for the trailing twelve months is around 0.91%, less than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INFL Horizon Kinetics Inflation Beneficiaries ETF | 0.91% | 1.26% | 1.77% | 1.60% | 1.65% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
INFL vs. SCHD - Drawdown Comparison
The maximum INFL drawdown since its inception was -21.30%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for INFL and SCHD.
Loading graphics...
Drawdown Indicators
| INFL | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.30% | -33.37% | +12.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.89% | -12.74% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -21.30% | -16.85% | -4.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -5.75% | -3.43% | -2.32% |
Average DrawdownAverage peak-to-trough decline | -5.14% | -3.34% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.75% | -0.71% |
Volatility
INFL vs. SCHD - Volatility Comparison
Horizon Kinetics Inflation Beneficiaries ETF (INFL) has a higher volatility of 5.05% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that INFL's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| INFL | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 2.33% | +2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 7.96% | +5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 15.69% | +3.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 14.40% | +3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 16.70% | +1.08% |