Screener
INKM vs FTBI
State Street Income Allocation ETF vs First Trust Balanced Income ETF
Key differences
Both INKM and FTBI are mixed asset ETFs. INKM charges 0.50% a year and FTBI 0.97%. The main difference: INKM follows a active selection strategy; FTBI uses index tracking.
- INKM follows a active selection strategy; FTBI uses index tracking.
- INKM costs 0.47% less per year.
- INKM is much larger than FTBI. 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 | FTBI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.97% |
| Fund size (AUM) | $75M | $20M |
| Since | 2012 | 2025 |
| Dividend yield | 4.85% | 7.31% |
| Asset class | mixed asset | mixed asset |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.0% | +15.8% |
| CAGR 3Y | +9.9% | N/A |
| CAGR 5Y | +3.9% | N/A |
| Sharpe 3Y | 0.83 | N/A |
| Volatility 1Y | 6.08% | 7.46% |
| Max drawdown | -28.58% | -5.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.