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FPAA vs INKM

FPA Global Allocation ETF vs State Street Income Allocation ETF

FPAA

FPA Global Allocation ETF

Annual cost

0.49%

Fund size

INKM

State Street Income Allocation ETF

Annual cost

0.50%

Fund size

$75M

Key differences

Both FPAA and INKM are mixed asset ETFs. FPAA charges 0.49% a year and INKM 0.50%. The main difference: INKM has a longer track record, which may reduce uncertainty around long-term behavior.

  • INKM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FPAAINKM
Annual cost (TER)0.49%0.50%
Fund size (AUM)$75M
Since20262012
Dividend yield4.85%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+12.0%
CAGR 3YN/A+9.6%
CAGR 5YN/A+3.8%
Sharpe 3YN/A0.80
Volatility 1Y6.02%
Max drawdown-0.86%-28.58%

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

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