SROI vs. INFL

Last updated Apr 2, 2026

Compare and contrast key facts about Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) and Horizon Kinetics Inflation Beneficiaries ETF (INFL).

SROI and INFL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SROI is an actively managed fund by Calamos. It was launched on Feb 3, 2023. INFL is an actively managed fund by Horizon Kinetics LLC. It was launched on Jan 11, 2021.

Performance

SROI vs. INFL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) and Horizon Kinetics Inflation Beneficiaries ETF (INFL). The values are adjusted to include any dividend payments, if applicable.

SROI vs. INFL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SROI Calamos Antetokounmpo Global Sustainable Equities ETF	-1.53%	16.36%	9.48%	9.18%
INFL Horizon Kinetics Inflation Beneficiaries ETF	16.92%	18.30%	23.34%	0.04%

Returns By Period

In the year-to-date period, SROI achieves a -1.53% return, which is significantly lower than INFL's 16.92% return.

SROI

• 1D: 1.01%
• 1M: -5.15%
• YTD: -1.53%
• 6M: -0.24%
• 1Y: 15.48%
• 3Y*: 11.02%
• 5Y*: —
• 10Y*: —

INFL

• 1D: -0.31%
• 1M: -5.75%
• YTD: 16.92%
• 6M: 16.27%
• 1Y: 28.33%
• 3Y*: 20.85%
• 5Y*: 15.13%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SROI vs. INFL - Expense Ratio Comparison

SROI has a 0.95% expense ratio, which is higher than INFL's 0.85% expense ratio.

SROI

Calamos Antetokounmpo Global Sustainable Equities ETF

INFL

Horizon Kinetics Inflation Beneficiaries ETF

Return for Risk

SROI vs. INFL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SROI

SROI Risk / Return Rank: 51
SROI Sharpe Ratio Rank: 48
SROI Sortino Ratio Rank: 51
SROI Omega Ratio Rank: 48
SROI Calmar Ratio Rank: 50
SROI Martin Ratio Rank: 56

INFL

INFL Risk / Return Rank: 77
INFL Sharpe Ratio Rank: 76
INFL Sortino Ratio Rank: 74
INFL Omega Ratio Rank: 74
INFL Calmar Ratio Rank: 78
INFL Martin Ratio Rank: 81

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SROI vs. INFL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) and Horizon Kinetics Inflation Beneficiaries ETF (INFL). 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.

	SROI	INFL	Difference
Sharpe ratio Return per unit of total volatility	0.94	1.46	-0.51
Sortino ratio Return per unit of downside risk	1.44	1.93	-0.49
Omega ratio Gain probability vs. loss probability	1.20	1.29	-0.09
Calmar ratio Return relative to maximum drawdown	1.47	2.25	-0.78
Martin ratio Return relative to average drawdown	6.17	9.54	-3.37
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SROI vs. INFL - Sharpe Ratio Comparison

The current SROI Sharpe Ratio is 0.94, which is lower than the INFL Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of SROI and INFL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SROI	INFL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.94	1.46	-0.51
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.77	0.93	-0.17

Correlation

The correlation between SROI and INFL is 0.58, 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

SROI vs. INFL - Dividend Comparison

SROI's dividend yield for the trailing twelve months is around 0.61%, less than INFL's 0.91% yield.

	TTM	2025	2024	2023	2022	2021
SROI Calamos Antetokounmpo Global Sustainable Equities ETF	0.61%	0.60%	0.68%	0.94%	0.00%	0.00%
INFL Horizon Kinetics Inflation Beneficiaries ETF	0.91%	1.26%	1.77%	1.60%	1.65%	0.91%

Drawdowns

SROI vs. INFL - Drawdown Comparison

The maximum SROI drawdown since its inception was -15.38%, smaller than the maximum INFL drawdown of -21.30%. Use the drawdown chart below to compare losses from any high point for SROI and INFL.

Drawdown Indicators

	SROI	INFL	Difference
Max Drawdown Largest peak-to-trough decline	-15.38%	-21.30%	+5.92%
Max Drawdown (1Y) Largest decline over 1 year	-10.81%	-12.89%	+2.08%
Max Drawdown (5Y) Largest decline over 5 years	—	-21.30%	—
Current Drawdown Current decline from peak	-6.39%	-5.75%	-0.64%
Average Drawdown Average peak-to-trough decline	-2.49%	-5.14%	+2.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.57%	3.04%	-0.47%

Volatility

SROI vs. INFL - Volatility Comparison

Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) has a higher volatility of 6.44% compared to Horizon Kinetics Inflation Beneficiaries ETF (INFL) at 5.05%. This indicates that SROI's price experiences larger fluctuations and is considered to be riskier than INFL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SROI	INFL	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.44%	5.05%	+1.39%
Volatility (6M) Calculated over the trailing 6-month period	10.30%	13.53%	-3.23%
Volatility (1Y) Calculated over the trailing 1-year period	16.52%	19.55%	-3.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.76%	17.69%	-3.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.76%	17.78%	-4.02%