INFL vs. ROYA ETF Comparison

Comparison of Horizon Kinetics Inflation Beneficiaries ETF (INFL) to Tema Global Royalties ETF (ROYA)
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

$38.38

Average Daily Volume

87,723

Number of Holdings *

16

* may have additional holdings in another (foreign) market
ROYA

Tema Global Royalties ETF

ROYA Description Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in domestic and foreign, common and preferred stocks of publicly listed companies that earn, in normal circumstances, at least 80% of their revenue from royalty income, royalty-related income and intellectual property income. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.70

Average Daily Volume

125

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period INFL ROYA
30 Days 3.84% -2.09%
60 Days 10.48% 1.21%
90 Days 12.45% 1.41%
12 Months 30.68%
2 Overlapping Holdings
Symbol Grade Weight in INFL Weight in ROYA Overlap
RPRX B 0.72% 4.8% 0.72%
TPL B 7.67% 5.78% 5.78%
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