INFL vs IBTI

Comparison between HORIZON KINETICS INFLATION BENEFICIARIES ETF (INFL, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceINFL has outperformed IBTI, delivering a return of +11.8% compared to +0.2%

INFL vs IBTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INFL(ETF)	IBTI(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.85%	0.07%
Max Drawdown	21.77%	20.83%
Sharpe Ratio	0.86	-0.36
5Y Beta	0.68	-0.02
5Y Dividends CAGR	N/A	36.89%

Net Assets

INFL

$1.60B

Winner

IBTI

$1.70B

Expense Ratio

INFL

0.85%

Winner

IBTI

0.07%

Max Drawdown

INFL

21.77%

Winner

IBTI

20.83%

Sharpe Ratio

Winner

INFL

0.86

IBTI

-0.36

5Y Beta

INFL

0.68

Winner

IBTI

-0.02

5Y Dividends CAGR

INFL

N/A

IBTI

36.89%

INFL vs IBTI - Historical Returns

Returns include dividend reinvestment.

Period	INFL	IBTI
1 month	-7.92%	+0.18%
3 months	-4.20%	+0.32%
6 months	+9.44%	+0.56%
1 year	+18.21%	+2.98%
5 years(CAGR)	+11.80%	+0.19%
Max(CAGR)	+14.59%	+0.21%

INFL

-7.92%

Winner

IBTI

+0.18%

INFL

-4.20%

Winner

IBTI

+0.32%

Winner

INFL

+9.44%

IBTI

+0.56%

Winner

INFL

+18.21%

IBTI

+2.98%

5Y(CAGR)

Winner

INFL

+11.80%

IBTI

+0.19%

Max(CAGR)

Winner

INFL

+14.59%

IBTI

+0.21%

INFL vs IBTI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	INFL	IBTI
2026	+9.78%	+0.27%
2025	+16.90%	+6.24%
2024	+24.36%	+2.84%
2023	+3.96%	+4.22%
2022	+2.97%	-10.75%
2021	+24.78%	-3.53%
2020	N/A	+3.65%

INFL vs IBTI Drawdown Comparison

The maximum drawdown for INFL was -21.30%, occurring on Sep 26, 2022. Recovery took 552 trading sessions.

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current INFL drawdown is -10.92%. The current IBTI drawdown is -3.91%.

Rank	INFL	IBTI
#1	-21.30% Apr 20, 2022 - Jul 2, 2024	-18.46% Aug 4, 2020 - Oct 20, 2022
#2	-15.56% Nov 22, 2024 - May 20, 2025	-4.63% Mar 9, 2020 - Apr 1, 2020
#3	-10.92% Mar 2, 2026 - Jun 23, 2026	-1.69% Apr 21, 2020 - Jul 17, 2020
#4	-8.15% Nov 9, 2021 - Mar 2, 2022	-0.94% Apr 3, 2020 - Apr 15, 2020
#5	-7.17% Nov 12, 2025 - Jan 9, 2026	-0.21% Apr 16, 2020 - Apr 20, 2020
#6	-6.49% Jul 31, 2024 - Aug 19, 2024	-0.19% Jul 23, 2020 - Jul 28, 2020
#7	-5.94% Jun 15, 2021 - Sep 2, 2021	-0.12% Jul 31, 2020 - Aug 4, 2020
#8	-5.49% Jan 29, 2026 - Feb 11, 2026	-0.04% Mar 3, 2020 - Mar 5, 2020
#9	-4.78% Oct 6, 2025 - Nov 11, 2025	-0.04% Apr 1, 2020 - Apr 3, 2020
#10	-4.70% Feb 24, 2021 - Mar 10, 2021	N/A
#11	-4.56% Mar 17, 2021 - Apr 6, 2021	N/A
#12	-4.52% Jan 20, 2021 - Feb 5, 2021	N/A
#13	-4.26% Aug 23, 2024 - Sep 19, 2024	N/A
#14	-4.17% Sep 3, 2021 - Oct 13, 2021	N/A
#15	-3.59% Jun 13, 2025 - Aug 22, 2025	N/A