Screener
INKM vs FCEF
State Street Income Allocation ETF vs First Trust Income Opportunity ETF
Key differences
Both INKM and FCEF are mixed asset ETFs. INKM charges 0.50% a year and FCEF 3.69%. The main difference: INKM costs 3.19% less per year.
- INKM costs 3.19% less per year.
- Over the last three years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| INKM | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.50% | 3.69% |
| Fund size (AUM) | $75M | $79M |
| Since | 2012 | 2016 |
| Dividend yield | 4.85% | 6.19% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | +15.3% |
| CAGR 3Y | +9.9% | +15.6% |
| CAGR 5Y | +3.9% | +5.8% |
| Sharpe 3Y | 0.83 | 1.15 |
| Volatility 1Y | 6.08% | 7.87% |
| Max drawdown | -28.58% | -44.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.