INFL vs. VOO
Compare and contrast key facts about Horizon Kinetics Inflation Beneficiaries ETF (INFL) and Vanguard S&P 500 ETF (VOO).
INFL and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INFL or VOO.
Key characteristics
| INFL | VOO | |
|---|---|---|
| YTD Return | 30.71% | 26.94% |
| 1Y Return | 35.13% | 35.06% |
| 3Y Return (Ann) | 10.39% | 10.23% |
| Sharpe Ratio | 2.73 | 3.08 |
| Sortino Ratio | 3.59 | 4.09 |
| Omega Ratio | 1.47 | 1.58 |
| Calmar Ratio | 3.15 | 4.46 |
| Martin Ratio | 16.29 | 20.36 |
| Ulcer Index | 2.31% | 1.85% |
| Daily Std Dev | 13.81% | 12.23% |
| Max Drawdown | -21.30% | -33.99% |
| Current Drawdown | -2.66% | -0.25% |
Correlation
The correlation between INFL and VOO is 0.68, 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. VOO - Performance Comparison
In the year-to-date period, INFL achieves a 30.71% return, which is significantly higher than VOO's 26.94% return. 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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INFL vs. VOO - Expense Ratio Comparison
INFL has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
INFL vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Inflation Beneficiaries ETF (INFL) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
INFL's dividend yield for the trailing twelve months is around 1.42%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INFL Horizon Kinetics Inflation Beneficiaries ETF | 1.42% | 1.60% | 1.65% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
INFL vs. VOO - Drawdown Comparison
The maximum INFL drawdown since its inception was -21.30%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for INFL and VOO. For additional features, visit the drawdowns tool.
Volatility
INFL vs. VOO - Volatility Comparison
Horizon Kinetics Inflation Beneficiaries ETF (INFL) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.73% and 3.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.