Such firms beat inflation 74% of the time and delivered an annual real return of 12.9% per year on average, per a research report of Hartford Funds. Investors thus can play transportation ETF XTN as the all-important holiday season has arrived and the companies within the fund have the ability to pass on higher prices to consumers. Investors thus can play restaurant ETF EATZ as the companies within the fund normally have the power to pass on higher prices to consumers amid the holiday season.