INFL vs FREL
Comparison between HORIZON KINETICS INFLATION BENEFICIARIES ETF (INFL, ETF) and FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF).
5-Year PerformanceINFL has outperformed FREL, delivering a return of +15.4% compared to +2.3%
INFL vs FREL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INFL
$1.50B
FREL
$1.50B
Expense Ratio
INFL
0.85%
Winner
FREL
0.08%
Max Drawdown
Winner
INFL
21.77%
FREL
43.46%
Sharpe Ratio
Winner
INFL
1.60
FREL
0.65
5Y Beta
INFL
0.66
Winner
FREL
0.48
P/E Ratio
Winner
INFL
32.25
FREL
35.51
Forward P/E
INFL
N/A
FREL
33.76
5Y Dividends CAGR
Winner
INFL
74.69%
FREL
2.88%
5Y EPS CAGR
INFL
N/A
FREL
10.35%
Debt to Equity
INFL
77.52%
Winner
FREL
53.39%
P/S Ratio
Winner
INFL
2.64
FREL
5.40
P/B Ratio
INFL
3.09
Winner
FREL
2.65
INFL vs FREL - Holdings Comparison
INFL and FREL have 3 common holdings. Overlap is 0.31%
INFL's top 25 holdings weight is 85.38%. FREL's top 25 holdings weight is 68.02%.
| Rank | INFL | FREL |
|---|---|---|
| #1 | LANDBRIDGE CO LLC CLASS A SHARES (LB) - 6.95% | WELLTOWER INC (WELL) - 9.43% |
| #2 | WATERBRIDGE INFRASTRUCTURE LLC ORDINARY SHARES CLASS A (WBI) - 5.89% | PROLOGIS INC (PLD) - 8.13% |
| #3 | WHEATON PRECIOUS METALS CORP (n/a) - 5.38% | EQUINIX INC (EQIX) - 5.22% |
| #4 | PRAIRIESKY ROYALTY LTD (PREKF) - 5.07% | SIMON PROPERTY GROUP INC (SPG) - 4.58% |
| #5 | FRANCO-NEVADA CORP (n/a) - 4.71% | AMERICAN TOWER CORP (AMT) - 3.82% |
| #6 | TEXAS PACIFIC LAND CORP (TPL) - 4.66% | DIGITAL REALTY TRUST INC (DLR) - 3.71% |
| #7 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 4.42% | REALTY INCOME CORP (O) - 3.65% |
| #8 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.21% | PUBLIC STORAGE (PSA) - 3.03% |
| #9 | CAMECO CORP (n/a) - 3.98% | VENTAS INC (VTR) - 2.79% |
| #10 | SINGAPORE EXCHANGE LTD (n/a) - 3.82% | CBRE GROUP INC CLASS A (CBRE) - 2.56% |
| #11 | OR ROYALTIES INC (OR) - 3.33% | IRON MOUNTAIN INC (IRM) - 2.32% |
| #12 | PERMIAN BASIN ROYALTY TRUST (PBT) - 3.22% | CROWN CASTLE INC (CCI) - 2.06% |
| #13 | HAWAIIAN ELECTRIC INDUSTRIES INC (HE) - 3.15% | EXTRA SPACE STORAGE INC (EXR) - 1.94% |
| #14 | DEUTSCHE BOERSE AG (n/a) - 2.86% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.79% |
| #15 | CHENIERE ENERGY INC (LNG) - 2.85% | AVALONBAY COMMUNITIES INC (AVB) - 1.71% |
| #16 | MIAMI INTERNATIONAL HOLDINGS INC (MIAX) - 2.75% | EQUITY RESIDENTIAL (EQR) - 1.48% |
| #17 | CME GROUP INC CLASS A (CME) - 2.54% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.20% |
| #18 | TOPAZ ENERGY CORP ORDINARY SHARES (n/a) - 2.34% | ESSEX PROPERTY TRUST INC (ESS) - 1.19% |
| #19 | TMX GROUP LTD (n/a) - 2.19% | INVITATION HOMES INC (INVH) - 1.11% |
| #20 | WHITEHAWK MINERALS CORP CLASS A (WHK) - 2.14% | KIMCO REALTY CORP (KIM) - 1.11% |
| #21 | EAGLEROCK LAND LLC CLASS A (EROK) - 1.94% | WEYERHAEUSER CO (WY) - 1.09% |
| #22 | BUNGE GLOBAL SA (BG) - 1.91% | HOST HOTELS & RESORTS INC (HST) - 1.08% |
| #23 | GLENCORE PLC (n/a) - 1.91% | W.P. CAREY INC (WPC) - 1.04% |
| #24 | MARSH (MRSH) - 1.64% | HEALTHPEAK PROPERTIES INC (DOC) - 1.01% |
| #25 | JAPAN EXCHANGE GROUP INC (n/a) - 1.52% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.97% |
| Total Holdings | 48 | 126 |
INFL vs FREL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INFL
+9.79%
FREL
-1.12%
3M
Winner
INFL
+5.07%
FREL
+2.81%
6M
Winner
INFL
+6.49%
FREL
+5.75%
1Y
Winner
INFL
+33.42%
FREL
+12.78%
5Y(CAGR)
Winner
INFL
+15.42%
FREL
+2.26%
10Y(CAGR)
INFL
N/A
FREL
+5.65%
Max(CAGR)
Winner
INFL
+16.79%
FREL
+5.53%
INFL vs FREL - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | INFL | FREL |
|---|---|---|
| 2026 | +24.86% | +13.30% |
| 2025 | +16.90% | +4.07% |
| 2024 | +24.36% | +4.10% |
| 2023 | +3.96% | +11.62% |
| 2022 | +2.97% | -25.63% |
| 2021 | +24.78% | +45.48% |
| 2020 | N/A | -3.56% |
| 2019 | N/A | +31.79% |
| 2018 | N/A | -4.08% |
| 2017 | N/A | +8.56% |
| 2016 | N/A | +9.36% |
| 2015 | N/A | -4.72% |
INFL vs FREL Drawdown Comparison
The maximum drawdown for INFL was -21.30%, occurring on Sep 26, 2022. Recovery took 552 trading sessions.
The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.
The current FREL drawdown is -2.49%.
| Rank | INFL | FREL |
|---|---|---|
| #1 | -21.30% Apr 20, 2022 - Jul 2, 2024 | -42.57% Feb 14, 2020 - Apr 15, 2021 |
| #2 | -15.56% Nov 22, 2024 - May 20, 2025 | -34.37% Dec 31, 2021 - Jun 12, 2026 |
| #3 | -12.19% Mar 2, 2026 - Aug 21, 2026 | -15.67% Feb 5, 2015 - Apr 1, 2016 |
| #4 | -8.15% Nov 9, 2021 - Mar 2, 2022 | -14.14% Aug 1, 2016 - Sep 18, 2017 |
| #5 | -7.17% Nov 12, 2025 - Jan 9, 2026 | -12.75% Dec 6, 2018 - Jan 30, 2019 |
| #6 | -6.49% Jul 31, 2024 - Aug 19, 2024 | -12.43% Dec 18, 2017 - Jun 29, 2018 |
| #7 | -5.94% Jun 15, 2021 - Sep 2, 2021 | -8.54% Aug 29, 2018 - Dec 6, 2018 |
| #8 | -5.49% Jan 29, 2026 - Feb 11, 2026 | -7.53% Sep 3, 2021 - Oct 28, 2021 |
| #9 | -4.78% Oct 6, 2025 - Nov 11, 2025 | -5.49% Nov 24, 2021 - Dec 7, 2021 |
| #10 | -4.70% Feb 24, 2021 - Mar 10, 2021 | -5.47% Oct 21, 2019 - Jan 16, 2020 |
| #11 | -4.56% Mar 17, 2021 - Apr 6, 2021 | -5.38% May 10, 2016 - Jun 23, 2016 |
| #12 | -4.52% Jan 20, 2021 - Feb 5, 2021 | -5.11% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -4.26% Aug 23, 2024 - Sep 19, 2024 | -4.48% Apr 30, 2021 - May 26, 2021 |
| #14 | -4.17% Sep 3, 2021 - Oct 13, 2021 | -4.48% Jul 28, 2026 - Aug 11, 2026 |
| #15 | -3.59% Jun 13, 2025 - Aug 22, 2025 | -4.10% Apr 12, 2019 - Jun 5, 2019 |
Correlation
Correlation between INFL and FREL is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2015 - 2026)
INFL vs FREL dividend yield comparison.
| Year | INFL | FREL |
|---|---|---|
| 2026 | 0.38% | 1.75% |
| 2025 | 1.26% | 3.59% |
| 2024 | 1.78% | 3.48% |
| 2023 | 1.60% | 3.73% |
| 2022 | 1.65% | 3.57% |
| 2021 | 0.91% | 2.34% |
| 2020 | 0.00% | 3.77% |
| 2019 | 0.00% | 3.32% |
| 2018 | 0.00% | 5.54% |
| 2017 | 0.00% | 3.27% |
| 2016 | 0.00% | 4.01% |
| 2015 | 0.00% | 3.80% |
Select Stocks to Compare
Popular: INFL vs SPYFREL vs SPY
More Comparisons
Compare with similar stocks