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FRIZ vs INKM

Franklin Dividend Growth ETF vs State Street Income Allocation ETF

FRIZ

Franklin Dividend Growth ETF

Annual cost

0.00%

Fund size

$5M

INKM

State Street Income Allocation ETF

Annual cost

0.50%

Fund size

$75M

Key differences

FRIZ is an alternative ETF, while INKM is a mixed asset ETF. FRIZ charges 0.00% a year and INKM 0.50%.

  • FRIZ is an alternative fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
  • FRIZ follows a multi strategy strategy; INKM uses active selection.
  • FRIZ costs 0.50% less per year.
  • INKM is much larger than FRIZ. 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

FRIZINKM
Annual cost (TER)0.00%0.50%
Fund size (AUM)$5M$75M
Since20252012
Dividend yield4.85%
Asset classalternativemixed asset
Regionemerging markets
Strategymulti strategyactive selection
CAGR 1YN/A+13.0%
CAGR 3YN/A+9.9%
CAGR 5YN/A+3.9%
Sharpe 3YN/A0.83
Volatility 1Y6.08%
Max drawdown-7.84%-28.58%

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

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