Screener
INKM vs FTLS
State Street Income Allocation ETF vs First Trust Long/Short Equity ETF
Key differences
INKM is a mixed asset ETF, while FTLS is an alternative ETF. INKM charges 0.50% a year and FTLS 1.38%.
- INKM is a mixed asset fund, while FTLS is an alternative fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; FTLS uses long short.
- INKM costs 0.88% less per year.
- FTLS is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FTLS has delivered higher annualized returns.
Side-by-side comparison
| INKM | FTLS | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.38% |
| Fund size (AUM) | $75M | $2.3B |
| Since | 2012 | 2014 |
| Dividend yield | 4.85% | 0.90% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +13.0% | +14.5% |
| CAGR 3Y | +9.9% | +14.1% |
| CAGR 5Y | +3.9% | +10.0% |
| Sharpe 3Y | 0.83 | 1.02 |
| Volatility 1Y | 6.08% | 8.36% |
| Max drawdown | -28.58% | -20.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.