Screener
INKM vs LDSF
State Street Income Allocation ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
INKM is a mixed asset ETF, while LDSF is a fixed income ETF. INKM charges 0.50% a year and LDSF 0.77%.
- INKM is a mixed asset fund, while LDSF is a fixed income fund. They carry different risk/return profiles.
- INKM costs 0.27% 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 | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.77% |
| Fund size (AUM) | $75M | $162M |
| Since | 2012 | 2019 |
| Dividend yield | 4.85% | 4.62% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | +4.9% |
| CAGR 3Y | +9.9% | +5.4% |
| CAGR 5Y | +3.9% | +2.4% |
| Sharpe 3Y | 0.83 | 0.62 |
| Volatility 1Y | 6.08% | 2.04% |
| Max drawdown | -28.58% | -8.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.