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HFGM vs INKM

Unlimited HFGM Global Macro ETF vs State Street Income Allocation ETF

HFGM

Unlimited HFGM Global Macro ETF

Annual cost

1.01%

Fund size

$155M

INKM

State Street Income Allocation ETF

Annual cost

0.50%

Fund size

$75M

Key differences

HFGM is an alternative ETF, while INKM is a mixed asset ETF. HFGM charges 1.01% a year and INKM 0.50%.

  • HFGM is an alternative fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
  • HFGM follows a tactical allocation strategy; INKM uses active selection.
  • INKM costs 0.51% less per year.
  • INKM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HFGMINKM
Annual cost (TER)1.01%0.50%
Fund size (AUM)$155M$75M
Since20252012
Dividend yield5.06%4.85%
Asset classalternativemixed asset
Region
Strategytactical allocationactive selection
CAGR 1Y+32.0%+13.0%
CAGR 3YN/A+9.9%
CAGR 5YN/A+3.9%
Sharpe 3YN/A0.83
Volatility 1Y22.89%6.08%
Max drawdown-10.97%-28.58%

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

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