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FAAR vs INKM

First Trust Alternative Absolute Return Strategy ETF vs State Street Income Allocation ETF

FAAR

First Trust Alternative Absolute Return Strategy ETF

Annual cost

0.98%

Fund size

$176M

INKM

State Street Income Allocation ETF

Annual cost

0.50%

Fund size

$75M

Key differences

FAAR is an alternative ETF, while INKM is a mixed asset ETF. FAAR charges 0.98% a year and INKM 0.50%.

  • FAAR is an alternative fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
  • FAAR follows a long short strategy; INKM uses active selection.
  • INKM costs 0.48% less per year.
  • Over the last three years, FAAR has delivered higher annualized returns.

Side-by-side comparison

FAARINKM
Annual cost (TER)0.98%0.50%
Fund size (AUM)$176M$75M
Since20162012
Dividend yield9.19%4.85%
Asset classalternativemixed asset
Regionnorth america
Strategylong shortactive selection
CAGR 1Y+33.2%+13.0%
CAGR 3Y+11.1%+9.9%
CAGR 5Y+7.4%+3.9%
Sharpe 3Y0.670.83
Volatility 1Y13.49%6.08%
Max drawdown-18.03%-28.58%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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