INFL vs. PFI ETF Comparison
Comparison of Horizon Kinetics Inflation Beneficiaries ETF (INFL) to PowerShares Dynamic Financial (PFI)
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
$32.62
Average Daily Volume
170,034
17
PFI
PowerShares Dynamic Financial
PFI Description
The PowerShares Dynamic Financial Sector Portfolio (Fund) is based on the Dynamic Financial Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US financial services companies. These are companies that are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$47.48
Average Daily Volume
6,017
43
Performance
| Period | INFL | PFI |
|---|---|---|
| 30 Days | 0.93% | -4.11% |
| 60 Days | 7.16% | 0.95% |
| 90 Days | 7.62% | 5.39% |
| 12 Months | 7.20% | 19.73% |
1 Overlapping Holdings
| Symbol | Grade | Weight in INFL | Weight in PFI | Overlap | |
|---|---|---|---|---|---|
| MMC | D | 3.8% | 2.47% | 2.47% |
INFL Underweight 42 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | -5.63% | |
| KNSL | F | -5.04% | |
| ARES | B | -4.74% | |
| JPM | B | -4.15% | |
| APO | B | -4.04% | |
| V | C | -3.46% | |
| KKR | C | -3.07% | |
| COOP | A | -3.04% | |
| COIN | B | -2.95% | |
| AJG | D | -2.9% | |
| FCNCA | A | -2.69% | |
| AXP | A | -2.64% | |
| BRO | D | -2.44% | |
| PGR | B | -2.1% | |
| AIG | B | -1.87% | |
| HOOD | B | -1.86% | |
| SPG | C | -1.84% | |
| PRI | D | -1.74% | |
| RHP | C | -1.73% | |
| JXN | A | -1.71% | |
| CB | D | -1.68% | |
| HLI | C | -1.67% | |
| PIPR | B | -1.58% | |
| DFIN | A | -1.5% | |
| VCTR | A | -1.5% | |
| OMF | A | -1.48% | |
| EVR | D | -1.46% | |
| SFBS | C | -1.45% | |
| BGC | B | -1.4% | |
| AGO | C | -1.39% | |
| AGM | B | -1.36% | |
| SLG | A | -1.34% | |
| ORI | A | -1.33% | |
| RGA | A | -1.31% | |
| ERIE | C | -1.31% | |
| MTG | B | -1.31% | |
| SKT | B | -1.28% | |
| OFG | B | -1.22% | |
| HCI | A | -1.22% | |
| ENVA | B | -1.19% | |
| RYAN | D | -1.15% | |
| TREE | C | -1.13% |
INFL: Top Represented Industries & Keywords
PFI: Top Represented Industries & Keywords
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