Compare · 2 funds side by side · dividends reinvested

INFL and EQTY

INFLHorizon Kinetics×EQTYKovitz×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,594INFL · best of the two

02 / 04

INFL and EQTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Horizon Kinetics Inflation Beneficiaries ETFUnsorted0.85%0.80%+13.3%+16.1%+20.7%+11.2%−12.2%16.9%$1.5B1.3

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+10.1%+14.3%+20.5%[…]−11.9%12.8%$1.4B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: INFL 2021 · EQTY 2011

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Inflation Beneficiaries ETF · $1.5B$17,032

INFL

EQTY

Kovitz Core Equity ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

INFLMeasureEQTY

+13.3%Year to dateJan 1 → Nov 3+10.1%

+16.1%1 yearTotal return+14.3%

+20.7%3 years · per year$10,000 became $17,594 · $17,507+20.5%

+11.2%5 years · per year$10,000 became $17,032 · […][…]

0.85%Expense ratio$85 · $99 a year on $10k · lower is better0.99%

0.80%Trailing 12-mo yield$80 · $2 a year on $10k0.02%

−12.2%Worst dropSmaller is better−11.9%

16.9%VolatilityLower is calmer12.8%

INFLEQTY Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2INFL wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INFL vs EQTY: Top 5 Holdings

Today

INFL

28.1%in top 5

EQTY

in top 523.3%

INFLStockEQTY

6.8%LBnot top 5

5.6%WPMnot top 5

not top 5GOOG5.4%

5.4%PSK.TOnot top 5

5.1%FNVnot top 5

5.1%ICE4.5%

not top 5AMZN4.8%

not top 5BDXA4.4%

not top 5PM4.2%

Held in common4.5%

End-of-day Nov 3, 2026 · share of each fund

INFL vs EQTY Returns, Every Period

Horizon KineticsINFL

+16.1%

past year

EQTYKovitz

+14.3%

past year

INFLEQTYFaded: behind in that period

3–0INFL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: INFL vs EQTY

YTD

Horizon KineticsINFL

+13.3%

EQTYKovitz

+10.1%

+13.3%Year to date+10.1%

−12.2%Worst drop · 1Y−11.9%

16.9%Volatility · 1Y12.8%

0.8%Yield0.0%

$1.5BAssets$1.4B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFL, EQTY

Today

0.85%lowest, INFL

FundExpense ratioFee$10k

INFL0.85%$85

EQTY0.99%$99

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: INFL, EQTY

0.80%highest, INFL

FundTrailing yieldYield$10k

INFL0.80%$80

EQTY0.02%$2

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$5most kept, INFL

INFL$80 − $85 = −$5

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: INFL, EQTY

Today

4.5%most shared, INFL and EQTY

INFLEQTY

INFL—4.5%

EQTY4.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%INFL, at 16.9% volatility

EQTYWorst drop−11.9%12.8% vol

INFLWorst drop−12.2%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

INFLEQTY

+13.3%Year to date+10.1%

0.8%Yield0.0%

+16.1%Past year+14.3%

0.85%Fee0.99%

4–0INFL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026