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INCM vs INKM

Franklin Income Focus ETF vs State Street Income Allocation ETF

INCM

Franklin Income Focus ETF

Franklin Templeton Investments

Annual cost

0.38%

Fund size

$1.5B

INKM

State Street Income Allocation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$76M

Key differences

  • INCM costs 0.12% less per year.
  • INCM is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
  • INCM is classified as alternative, while INKM is mixed asset — different risk/return profiles.
  • INCM follows a multi strategy strategy; INKM uses active selection.
  • INKM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCMINKM
Annual cost (TER)0.38%0.50%
Fund size (AUM)$1.5B$76M
Since20232012
Dividend yield5.04%4.88%
Asset classalternativemixed asset
Regionemerging markets
Strategymulti strategyactive selection
CAGR 1Y+17.4%+14.4%
CAGR 3YN/A+10.2%
CAGR 5YN/A+4.3%
Sharpe 3YN/A0.86
Volatility 1Y5.28%5.98%
Max drawdown-7.84%-28.58%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to INCM and INKM