INFL vs BDVL
Comparison between HORIZON KINETICS INFLATION BENEFICIARIES ETF (INFL, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
INFL vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INFL
$1.50B
BDVL
$1.50B
Expense Ratio
INFL
0.85%
Winner
BDVL
0.40%
Max Drawdown
INFL
21.77%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
INFL
1.41
BDVL
0.78
5Y Beta
INFL
0.68
Winner
BDVL
0.63
P/E Ratio
INFL
36.00
BDVL
N/A
Debt to Equity
INFL
79.59%
BDVL
N/A
P/S Ratio
INFL
2.70
BDVL
N/A
P/B Ratio
INFL
3.32
BDVL
N/A
INFL vs BDVL - Holdings Comparison
INFL and BDVL have 4 common holdings. Overlap is -4.31%
INFL's top 25 holdings weight is 85.40%. BDVL's top 25 holdings weight is 40.88%.
| Rank | INFL | BDVL |
|---|---|---|
| #1 | WHEATON PRECIOUS METALS CORP (n/a) - 6.28% | INR/USD PURCHASED (n/a) - 4.83% |
| #2 | LANDBRIDGE CO LLC CLASS A SHARES (LB) - 5.45% | JPY/USD PURCHASED (n/a) - 3.78% |
| #3 | TEXAS PACIFIC LAND CORP (TPL) - 5.01% | ISHARES MSCI INDIA ETF (INDA) - 3.18% |
| #4 | PRAIRIESKY ROYALTY LTD (PREKF) - 4.90% | USD CASH (n/a) - 3.12% |
| #5 | FRANCO-NEVADA CORP (n/a) - 4.84% | HKD/USD PURCHASED (n/a) - 2.90% |
| #6 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 4.84% | EUR/USD PURCHASED (n/a) - 2.75% |
| #7 | WATERBRIDGE INFRASTRUCTURE LLC ORDINARY SHARES CLASS A (WBI) - 4.59% | CAD/USD PURCHASED (n/a) - 1.76% |
| #8 | CAMECO CORP (n/a) - 4.40% | MICROSOFT CORP (MSFT) - 1.39% |
| #9 | OR ROYALTIES INC (n/a) - 3.85% | ASML HOLDING NV (n/a) - 1.25% |
| #10 | US BANK MMDA USBGFS 7 (n/a) - 3.76% | VERIZON COMMUNICATIONS INC (VZ) - 1.24% |
| #11 | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.36% | ALPHABET INC CLASS C (GOOG) - 1.20% |
| #12 | HAWAIIAN ELECTRIC INDUSTRIES INC (HE) - 3.29% | AMPHENOL CORP CLASS A (APH) - 1.18% |
| #13 | SINGAPORE EXCHANGE LTD (n/a) - 3.23% | HOWMET AEROSPACE INC (HWM) - 1.15% |
| #14 | CHENIERE ENERGY INC (LNG) - 3.00% | AMAZON.COM INC (AMZN) - 1.15% |
| #15 | MIAMI INTERNATIONAL HOLDINGS INC (MIAX) - 2.88% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #16 | DEUTSCHE BOERSE AG (n/a) - 2.77% | AUD/USD PURCHASED (n/a) - 1.03% |
| #17 | CME GROUP INC CLASS A (CME) - 2.66% | SOUTHERN CO (SO) - 0.99% |
| #18 | PERMIAN BASIN ROYALTY TRUST (PBT) - 2.52% | LAM RESEARCH CORP (LRCX) - 0.99% |
| #19 | BUNGE GLOBAL SA (BG) - 2.50% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #20 | TMX GROUP LTD (n/a) - 2.30% | MOTOROLA SOLUTIONS INC (MSI) - 0.96% |
| #21 | TOPAZ ENERGY CORP ORDINARY SHARES (n/a) - 2.19% | CENCORA INC (COR) - 0.94% |
| #22 | GLENCORE PLC (n/a) - 2.06% | PROCTER & GAMBLE CO (PG) - 0.90% |
| #23 | MARSH (MRSH) - 1.66% | THB/USD PURCHASED (n/a) - 0.87% |
| #24 | ASX LTD (n/a) - 1.58% | KRW/USD PURCHASED (n/a) - 0.63% |
| #25 | SPROTT INC (SII) - 1.48% | CHF/USD PURCHASED (n/a) - 0.63% |
| Total Holdings | 51 | 529 |
INFL vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
INFL
-1.13%
Winner
BDVL
+1.94%
3M
Winner
INFL
+4.49%
BDVL
+2.28%
6M
Winner
INFL
+19.68%
BDVL
+7.52%
1Y
INFL
+29.50%
BDVL
N/A
5Y(CAGR)
INFL
+13.43%
BDVL
N/A
Max(CAGR)
Winner
INFL
+16.44%
BDVL
+11.37%
INFL vs BDVL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | INFL | BDVL |
|---|---|---|
| 2026 | +17.54% | +5.21% |
| 2025 | +16.90% | +1.98% |
| 2024 | +24.36% | N/A |
| 2023 | +3.96% | N/A |
| 2022 | +2.97% | N/A |
| 2021 | +24.78% | N/A |
INFL vs BDVL Drawdown Comparison
The maximum drawdown for INFL was -21.30%, occurring on Sep 26, 2022. Recovery took 552 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current INFL drawdown is -4.62%. The current BDVL drawdown is -0.55%.
| Rank | INFL | BDVL |
|---|---|---|
| #1 | -21.30% Apr 20, 2022 - Jul 2, 2024 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -15.56% Nov 22, 2024 - May 20, 2025 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -8.36% Mar 2, 2026 - Mar 20, 2026 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #4 | -8.15% Nov 9, 2021 - Mar 2, 2022 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #5 | -7.17% Nov 12, 2025 - Jan 9, 2026 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #6 | -6.49% Jul 31, 2024 - Aug 19, 2024 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #7 | -5.94% Jun 15, 2021 - Sep 2, 2021 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -5.49% Jan 29, 2026 - Feb 11, 2026 | -0.77% May 6, 2026 - May 7, 2026 |
| #9 | -4.78% Oct 6, 2025 - Nov 11, 2025 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #10 | -4.70% Feb 24, 2021 - Mar 10, 2021 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #11 | -4.56% Mar 17, 2021 - Apr 6, 2021 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #12 | -4.52% Jan 20, 2021 - Feb 5, 2021 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #13 | -4.26% Aug 23, 2024 - Sep 19, 2024 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
| #14 | -4.17% Sep 3, 2021 - Oct 13, 2021 | -0.33% Sep 15, 2025 - Sep 17, 2025 |
| #15 | -3.59% Jun 13, 2025 - Aug 22, 2025 | -0.33% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between INFL and BDVL is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2021 - 2026)
INFL vs BDVL dividend yield comparison.
| Year | INFL | BDVL |
|---|---|---|
| 2026 | 0.15% | 0.00% |
| 2025 | 1.26% | 2.79% |
| 2024 | 1.78% | 0.00% |
| 2023 | 1.60% | 0.00% |
| 2022 | 1.65% | 0.00% |
| 2021 | 0.91% | 0.00% |
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