INFL vs. PXI ETF Comparison
Comparison of Horizon Kinetics Inflation Beneficiaries ETF (INFL) to PowerShares Dynamic Energy (PXI)
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
$40.68
Average Daily Volume
167,091
16
PXI
PowerShares Dynamic Energy
PXI Description
The PowerShares Dynamic Energy Sector Portfolio (Fund) is based on the Dynamic Energy 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 stocks of 60 U.S. energy companies. These companies are principally engaged in the business of producing, distributing or servicing energy-related products, including oil and gas exploration and production, refining, oil services, pipeline, and solar, wind and other non-oil based energy. The Fund is rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$49.06
Average Daily Volume
5,440
40
Performance
Period | INFL | PXI |
---|---|---|
30 Days | 1.57% | 10.10% |
60 Days | 8.12% | 12.88% |
90 Days | 11.51% | 10.13% |
12 Months | 33.70% | 15.38% |
1 Overlapping Holdings
Symbol | Grade | Weight in INFL | Weight in PXI | Overlap | |
---|---|---|---|---|---|
TPL | A | 9.35% | 9.19% | 9.19% |
INFL Underweight 39 Positions Relative to PXI
Symbol | Grade | Weight | |
---|---|---|---|
TRGP | A | -7.14% | |
WFRD | F | -5.71% | |
FANG | D | -3.62% | |
AMR | C | -3.29% | |
MPC | D | -3.16% | |
WMB | A | -2.98% | |
PR | B | -2.82% | |
KMI | A | -2.62% | |
XOM | B | -2.36% | |
CEIX | A | -2.35% | |
CNX | A | -2.28% | |
COP | B | -2.17% | |
KNTK | A | -2.15% | |
EOG | A | -2.15% | |
VLO | C | -2.14% | |
HCC | B | -2.01% | |
CHRD | F | -1.98% | |
GPOR | A | -1.97% | |
BKR | B | -1.96% | |
CVX | A | -1.96% | |
NOG | B | -1.9% | |
DVN | F | -1.86% | |
WHD | B | -1.81% | |
AROC | A | -1.79% | |
WTTR | A | -1.77% | |
DTM | A | -1.74% | |
OXY | F | -1.73% | |
SM | C | -1.72% | |
CRK | A | -1.71% | |
CRC | A | -1.69% | |
RIG | D | -1.66% | |
TDW | F | -1.61% | |
PSX | C | -1.6% | |
MGY | A | -1.58% | |
AM | A | -1.46% | |
OII | B | -1.44% | |
DINO | D | -1.42% | |
LBRT | F | -1.41% | |
HLX | C | -1.34% |
INFL: Top Represented Industries & Keywords
PXI: Top Represented Industries & Keywords