INFL vs. CWS ETF Comparison
Comparison of Horizon Kinetics Inflation Beneficiaries ETF (INFL) to AdvisorShares Focused Equity ETF (CWS)
INFL
Horizon Kinetics Inflation Beneficiaries ETF
INFL Description
The investment seeks long-term growth of capital in real (inflation-adjusted) terms. The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in the equity securities of domestic and foreign companies that are expected to benefit, either directly or indirectly, from rising prices (inflation). The fund's investments in equity securities are generally expected to include common stock, ownership units of publicly traded MLPs, and units of royalty trusts. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$41.75
Average Daily Volume
169,632
16
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.Grade (RS Rating)
Last Trade
$70.26
Average Daily Volume
13,971
25
Performance
Period | INFL | CWS |
---|---|---|
30 Days | 4.14% | 1.64% |
60 Days | 10.90% | 2.92% |
90 Days | 12.31% | 4.61% |
12 Months | 36.40% | 28.16% |
1 Overlapping Holdings
Symbol | Grade | Weight in INFL | Weight in CWS | Overlap | |
---|---|---|---|---|---|
ICE | C | 4.32% | 4.12% | 4.12% |
INFL Underweight 24 Positions Relative to CWS
Symbol | Grade | Weight | |
---|---|---|---|
FICO | B | -6.68% | |
FI | A | -5.35% | |
MLR | C | -5.32% | |
HEI | A | -5.2% | |
APH | A | -4.89% | |
AFL | B | -4.57% | |
SYK | B | -4.3% | |
MCO | B | -4.15% | |
COR | B | -4.02% | |
SLGN | A | -3.96% | |
ROL | B | -3.86% | |
INTU | B | -3.78% | |
BR | A | -3.77% | |
OTIS | C | -3.73% | |
AGM | B | -3.63% | |
FDS | B | -3.54% | |
ABT | B | -3.54% | |
AWK | C | -3.39% | |
SAIC | F | -3.38% | |
MGRC | B | -3.38% | |
TMO | F | -3.36% | |
HSY | F | -3.28% | |
PII | F | -2.38% | |
CE | F | -1.6% |
INFL: Top Represented Industries & Keywords
CWS: Top Represented Industries & Keywords