Screener
INKM vs BTR
State Street Income Allocation ETF vs Beacon Tactical Risk ETF
Key differences
Both INKM and BTR are mixed asset ETFs. INKM charges 0.50% a year and BTR 1.08%. The main difference: INKM costs 0.58% less per year.
- INKM costs 0.58% less per year.
- 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
| INKM | BTR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.08% |
| Fund size (AUM) | $75M | $35M |
| Since | 2012 | 2023 |
| Dividend yield | 4.85% | 1.19% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | +18.8% |
| CAGR 3Y | +9.9% | +4.5% |
| CAGR 5Y | +3.9% | N/A |
| Sharpe 3Y | 0.83 | 0.14 |
| Volatility 1Y | 6.08% | 9.95% |
| Max drawdown | -28.58% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.