Screener
BTR vs INKM
Beacon Tactical Risk ETF vs State Street Income Allocation ETF
Key differences
Both BTR and INKM are mixed asset ETFs. BTR charges 1.08% a year and INKM 0.50%. The main difference: INKM costs 0.58% less per year.
- INKM costs 0.58% less per year.
- Over the last three years, INKM has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BTR | INKM | |
|---|---|---|
| Annual cost (TER) | 1.08% | 0.50% |
| Fund size (AUM) | $35M | $75M |
| Since | 2023 | 2012 |
| Dividend yield | 1.19% | 4.85% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.8% | +13.0% |
| CAGR 3Y | +4.5% | +9.9% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 0.14 | 0.83 |
| Volatility 1Y | 9.95% | 6.08% |
| Max drawdown | -16.67% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.