Screener
HECA vs INKM
Hedgeye Capital Allocation ETF vs State Street Income Allocation ETF
Key differences
Both HECA and INKM are mixed asset ETFs. HECA charges 1.30% a year and INKM 0.50%. The main difference: HECA follows a multi strategy strategy; INKM uses active selection.
- HECA follows a multi strategy strategy; INKM uses active selection.
- INKM costs 0.80% less per year.
- HECA is much larger than INKM. 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
| HECA | INKM | |
|---|---|---|
| Annual cost (TER) | 1.30% | 0.50% |
| Fund size (AUM) | $346M | $75M |
| Since | 2025 | 2012 |
| Dividend yield | — | 4.85% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | N/A | +13.0% |
| CAGR 3Y | N/A | +9.9% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | — | 6.08% |
| Max drawdown | -12.46% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.