Screener
FCEF vs INKM
First Trust Income Opportunity ETF vs State Street Income Allocation ETF
Key differences
Both FCEF and INKM are mixed asset ETFs. FCEF charges 3.69% a year and INKM 0.50%. The main difference: INKM costs 3.19% less per year.
- INKM costs 3.19% less per year.
- Over the last three years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| FCEF | INKM | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.50% |
| Fund size (AUM) | $79M | $75M |
| Since | 2016 | 2012 |
| Dividend yield | 6.19% | 4.85% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.3% | +13.0% |
| CAGR 3Y | +15.6% | +9.9% |
| CAGR 5Y | +5.8% | +3.9% |
| Sharpe 3Y | 1.15 | 0.83 |
| Volatility 1Y | 7.87% | 6.08% |
| Max drawdown | -44.81% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.