Screener
HTAB vs INKM
Hartford Schroders Tax-Aware Bond ETF vs State Street Income Allocation ETF
Key differences
HTAB is a fixed income ETF, while INKM is a mixed asset ETF. HTAB charges 0.39% a year and INKM 0.50%.
- HTAB is a fixed income fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- HTAB costs 0.11% less per year.
- HTAB is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, INKM has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HTAB | INKM | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.50% |
| Fund size (AUM) | $302M | $75M |
| Since | 2018 | 2012 |
| Dividend yield | 3.83% | 4.85% |
| Asset class | fixed income | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.7% | +13.0% |
| CAGR 3Y | +3.4% | +9.9% |
| CAGR 5Y | +0.7% | +3.9% |
| Sharpe 3Y | -0.01 | 0.83 |
| Volatility 1Y | 3.97% | 6.08% |
| Max drawdown | -14.76% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.