Screener
INKM vs HTAB
State Street Income Allocation ETF vs Hartford Schroders Tax-Aware Bond ETF
Key differences
INKM is a mixed asset ETF, while HTAB is a fixed income ETF. INKM charges 0.50% a year and HTAB 0.39%.
- INKM is a mixed asset fund, while HTAB is a fixed income fund. They carry different risk/return profiles.
- HTAB costs 0.11% less per year.
- HTAB is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- 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 | HTAB | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.39% |
| Fund size (AUM) | $75M | $302M |
| Since | 2012 | 2018 |
| Dividend yield | 4.85% | 3.83% |
| Asset class | mixed asset | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | +6.7% |
| CAGR 3Y | +9.9% | +3.4% |
| CAGR 5Y | +3.9% | +0.7% |
| Sharpe 3Y | 0.83 | -0.01 |
| Volatility 1Y | 6.08% | 3.97% |
| Max drawdown | -28.58% | -14.76% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.