INFL vs WCMI
Comparison between HORIZON KINETICS INFLATION BENEFICIARIES ETF (INFL, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
INFL vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INFL
$1.50B
Winner
WCMI
$1.60B
Expense Ratio
INFL
0.85%
WCMI
0.85%
Max Drawdown
INFL
21.77%
Winner
WCMI
20.16%
Sharpe Ratio
Winner
INFL
1.02
WCMI
0.81
5Y Beta
Winner
INFL
0.68
WCMI
0.81
P/E Ratio
INFL
40.54
WCMI
N/A
5Y Dividends CAGR
INFL
74.69%
WCMI
N/A
Debt to Equity
INFL
91.24%
WCMI
N/A
P/S Ratio
INFL
3.02
WCMI
N/A
P/B Ratio
INFL
3.32
WCMI
N/A
INFL vs WCMI - Holdings Comparison
INFL and WCMI have 3 common holdings. Overlap is 2.80%
INFL's top 25 holdings weight is 85.38%. WCMI's top 25 holdings weight is 75.13%.
| Rank | INFL | WCMI |
|---|---|---|
| #1 | LANDBRIDGE CO LLC CLASS A SHARES (LB) - 6.95% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.12% |
| #2 | WATERBRIDGE INFRASTRUCTURE LLC ORDINARY SHARES CLASS A (WBI) - 5.89% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.35% |
| #3 | WHEATON PRECIOUS METALS CORP (n/a) - 5.38% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.08% |
| #4 | PRAIRIESKY ROYALTY LTD (PREKF) - 5.07% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.98% |
| #5 | FRANCO-NEVADA CORP (n/a) - 4.71% | MIZUHO FINANCIAL GROUP INC (n/a) - 3.31% |
| #6 | TEXAS PACIFIC LAND CORP (TPL) - 4.66% | CONSTELLATION SOFTWARE INC (CNSWF) - 3.31% |
| #7 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 4.42% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.10% |
| #8 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.21% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.04% |
| #9 | CAMECO CORP (n/a) - 3.98% | LOTTOMATICA GROUP SPA (n/a) - 3.01% |
| #10 | SINGAPORE EXCHANGE LTD (n/a) - 3.82% | TESCO PLC (n/a) - 2.87% |
| #11 | OR ROYALTIES INC (OR) - 3.33% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.85% |
| #12 | PERMIAN BASIN ROYALTY TRUST (PBT) - 3.22% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.78% |
| #13 | HAWAIIAN ELECTRIC INDUSTRIES INC (HE) - 3.15% | SOCIETE GENERALE SA (n/a) - 2.70% |
| #14 | DEUTSCHE BOERSE AG (n/a) - 2.86% | SONY GROUP CORP ADR (SONY) - 2.67% |
| #15 | CHENIERE ENERGY INC (LNG) - 2.85% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.36% |
| #16 | MIAMI INTERNATIONAL HOLDINGS INC (MIAX) - 2.75% | JAPAN EXCHANGE GROUP INC (n/a) - 2.34% |
| #17 | CME GROUP INC CLASS A (CME) - 2.54% | KB FINANCIAL GROUP INC (n/a) - 2.32% |
| #18 | TOPAZ ENERGY CORP ORDINARY SHARES (n/a) - 2.34% | SK HYNIX INC ADR (SKHY) - 2.27% |
| #19 | TMX GROUP LTD (n/a) - 2.19% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.14% |
| #20 | WHITEHAWK MINERALS CORP CLASS A (WHK) - 2.14% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.08% |
| #21 | EAGLEROCK LAND LLC CLASS A (EROK) - 1.94% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.00% |
| #22 | BUNGE GLOBAL SA (BG) - 1.91% | SLB LTD (SLB) - 1.89% |
| #23 | GLENCORE PLC (n/a) - 1.91% | NOVO NORDISK AS ADR (NVO) - 1.87% |
| #24 | MARSH (MRSH) - 1.64% | RENTOKIL INITIAL PLC (n/a) - 1.86% |
| #25 | JAPAN EXCHANGE GROUP INC (n/a) - 1.52% | BAYER AG (n/a) - 1.83% |
| Total Holdings | 48 | 52 |
INFL vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INFL
+2.60%
WCMI
-3.13%
3M
INFL
-3.70%
Winner
WCMI
+4.04%
6M
INFL
-0.50%
Winner
WCMI
+2.40%
1Y
Winner
INFL
+22.41%
WCMI
+20.71%
5Y(CAGR)
INFL
+12.77%
WCMI
N/A
Max(CAGR)
INFL
+14.98%
Winner
WCMI
+18.92%
INFL vs WCMI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | INFL | WCMI |
|---|---|---|
| 2026 | +13.33% | +8.43% |
| 2025 | +16.90% | +30.97% |
| 2024 | +24.36% | -5.05% |
| 2023 | +3.96% | N/A |
| 2022 | +2.97% | N/A |
| 2021 | +24.78% | N/A |
INFL vs WCMI Drawdown Comparison
The maximum drawdown for INFL was -21.30%, occurring on Sep 26, 2022. Recovery took 552 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current INFL drawdown is -8.04%. The current WCMI drawdown is -5.62%.
| Rank | INFL | WCMI |
|---|---|---|
| #1 | -21.30% Apr 20, 2022 - Jul 2, 2024 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -15.56% Nov 22, 2024 - May 20, 2025 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -12.19% Mar 2, 2026 - Jun 24, 2026 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -8.15% Nov 9, 2021 - Mar 2, 2022 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -7.17% Nov 12, 2025 - Jan 9, 2026 | -5.62% Jun 22, 2026 - Jul 28, 2026 |
| #6 | -6.49% Jul 31, 2024 - Aug 19, 2024 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -5.94% Jun 15, 2021 - Sep 2, 2021 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -5.49% Jan 29, 2026 - Feb 11, 2026 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -4.78% Oct 6, 2025 - Nov 11, 2025 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -4.70% Feb 24, 2021 - Mar 10, 2021 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -4.56% Mar 17, 2021 - Apr 6, 2021 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -4.52% Jan 20, 2021 - Feb 5, 2021 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -4.26% Aug 23, 2024 - Sep 19, 2024 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -4.17% Sep 3, 2021 - Oct 13, 2021 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -3.59% Jun 13, 2025 - Aug 22, 2025 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between INFL and WCMI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2021 - 2026)
INFL vs WCMI dividend yield comparison.
| Year | INFL | WCMI |
|---|---|---|
| 2026 | 0.42% | 0.25% |
| 2025 | 1.26% | 0.78% |
| 2024 | 1.78% | 15.26% |
| 2023 | 1.60% | 0.00% |
| 2022 | 1.65% | 0.00% |
| 2021 | 0.91% | 0.00% |
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