Screener
FDAT vs INKM
Tactical Advantage ETF vs State Street Income Allocation ETF
Key differences
FDAT is a fixed income ETF, while INKM is a mixed asset ETF. FDAT charges 0.78% a year and INKM 0.50%.
- FDAT is a fixed income fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- FDAT follows a tactical allocation strategy; INKM uses active selection.
- INKM costs 0.28% 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
| FDAT | INKM | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.50% |
| Fund size (AUM) | $36M | $75M |
| Since | 2023 | 2012 |
| Dividend yield | 5.63% | 4.85% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +10.8% | +13.0% |
| CAGR 3Y | +8.7% | +9.9% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 0.54 | 0.83 |
| Volatility 1Y | 10.36% | 6.08% |
| Max drawdown | -8.20% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.