Screener
FTLS vs INKM
First Trust Long/Short Equity ETF vs State Street Income Allocation ETF
Key differences
FTLS is an alternative ETF, while INKM is a mixed asset ETF. FTLS charges 1.38% a year and INKM 0.50%.
- FTLS is an alternative fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- FTLS follows a long short strategy; INKM uses active selection.
- INKM costs 0.88% less per year.
- FTLS is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FTLS has delivered higher annualized returns.
Side-by-side comparison
| FTLS | INKM | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.50% |
| Fund size (AUM) | $2.3B | $75M |
| Since | 2014 | 2012 |
| Dividend yield | 0.90% | 4.85% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | long short | active selection |
| CAGR 1Y | +14.5% | +13.0% |
| CAGR 3Y | +14.1% | +9.9% |
| CAGR 5Y | +10.0% | +3.9% |
| Sharpe 3Y | 1.02 | 0.83 |
| Volatility 1Y | 8.36% | 6.08% |
| Max drawdown | -20.54% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.