Screener
INKM vs BRTR
State Street Income Allocation ETF vs iShares Total Return Active ETF
Key differences
INKM is a mixed asset ETF, while BRTR is a fixed income ETF. INKM charges 0.50% a year and BRTR 0.38%.
- INKM is a mixed asset fund, while BRTR is a fixed income fund. They carry different risk/return profiles.
- BRTR costs 0.12% less per year.
- BRTR 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
| INKM | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.38% |
| Fund size (AUM) | $75M | $663M |
| Since | 2012 | 2023 |
| Dividend yield | 4.85% | 4.65% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | +5.6% |
| CAGR 3Y | +9.9% | N/A |
| CAGR 5Y | +3.9% | N/A |
| Sharpe 3Y | 0.83 | N/A |
| Volatility 1Y | 6.08% | 3.64% |
| Max drawdown | -28.58% | -5.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.