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FARX vs INKM

Frontier Asset Absolute Return ETF vs State Street Income Allocation ETF

FARX

Frontier Asset Absolute Return ETF

Annual cost

0.95%

Fund size

$13M

INKM

State Street Income Allocation ETF

Annual cost

0.50%

Fund size

$75M

Key differences

Both FARX and INKM are mixed asset ETFs. FARX charges 0.95% a year and INKM 0.50%. The main difference: INKM costs 0.45% less per year.

  • INKM costs 0.45% less per year.
  • INKM is much larger than FARX. Larger funds are usually more liquid and less likely to close.
  • INKM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FARXINKM
Annual cost (TER)0.95%0.50%
Fund size (AUM)$13M$75M
Since20242012
Dividend yield2.91%4.85%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+17.8%+13.0%
CAGR 3YN/A+9.9%
CAGR 5YN/A+3.9%
Sharpe 3YN/A0.83
Volatility 1Y7.22%6.08%
Max drawdown-5.83%-28.58%

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

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