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HFSI vs INKM

Hartford Strategic Income ETF vs State Street Income Allocation ETF

HFSI

Hartford Strategic Income ETF

Annual cost

Fund size

INKM

State Street Income Allocation ETF

Annual cost

0.50%

Fund size

$75M

Key differences

HFSI is a fixed income ETF, while INKM is a mixed asset ETF.

  • HFSI is a fixed income fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
  • Over the last three years, INKM has delivered higher annualized returns.

Side-by-side comparison

HFSIINKM
Annual cost (TER)0.50%
Fund size (AUM)$75M
Since2012
Dividend yield4.85%
Asset classfixed incomemixed asset
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+7.9%+13.0%
CAGR 3Y+8.4%+9.9%
CAGR 5YN/A+3.9%
Sharpe 3Y1.040.83
Volatility 1Y3.56%6.08%
Max drawdown-19.34%-28.58%

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

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