INFL vs. VOT
Compare and contrast key facts about Horizon Kinetics Inflation Beneficiaries ETF (INFL) and Vanguard Mid-Cap Growth ETF (VOT).
INFL and VOT 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. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INFL or VOT.
Key characteristics
| INFL | VOT | |
|---|---|---|
| YTD Return | 32.32% | 21.13% |
| 1Y Return | 39.95% | 38.11% |
| 3Y Return (Ann) | 10.87% | 1.01% |
| Sharpe Ratio | 2.94 | 2.69 |
| Sortino Ratio | 3.82 | 3.60 |
| Omega Ratio | 1.51 | 1.47 |
| Calmar Ratio | 3.38 | 1.52 |
| Martin Ratio | 17.54 | 15.95 |
| Ulcer Index | 2.31% | 2.51% |
| Daily Std Dev | 13.80% | 14.86% |
| Max Drawdown | -21.30% | -60.17% |
| Current Drawdown | -1.46% | 0.00% |
Correlation
The correlation between INFL and VOT 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.
Performance
INFL vs. VOT - Performance Comparison
In the year-to-date period, INFL achieves a 32.32% return, which is significantly higher than VOT's 21.13% 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. VOT - Expense Ratio Comparison
INFL has a 0.85% expense ratio, which is higher than VOT's 0.07% expense ratio.
Risk-Adjusted Performance
INFL vs. VOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Inflation Beneficiaries ETF (INFL) and Vanguard Mid-Cap Growth ETF (VOT). 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. VOT - Dividend Comparison
INFL's dividend yield for the trailing twelve months is around 1.41%, more than VOT's 0.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INFL Horizon Kinetics Inflation Beneficiaries ETF | 1.41% | 1.60% | 1.65% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOT Vanguard Mid-Cap Growth ETF | 0.66% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% | 0.61% |
Drawdowns
INFL vs. VOT - Drawdown Comparison
The maximum INFL drawdown since its inception was -21.30%, smaller than the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for INFL and VOT. For additional features, visit the drawdowns tool.
Volatility
INFL vs. VOT - Volatility Comparison
The current volatility for Horizon Kinetics Inflation Beneficiaries ETF (INFL) is 3.69%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 4.67%. This indicates that INFL experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.