Screener
INKM vs MFLX
State Street Income Allocation ETF vs First Trust Flexible Municipal High Income ETF
Key differences
INKM is a mixed asset ETF, while MFLX is a fixed income ETF. INKM charges 0.50% a year and MFLX 0.75%.
- INKM is a mixed asset fund, while MFLX is a fixed income fund. They carry different risk/return profiles.
- INKM costs 0.25% less per year.
- INKM is much larger than MFLX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, INKM has delivered higher annualized returns.
Side-by-side comparison
| INKM | MFLX | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.75% |
| Fund size (AUM) | $75M | $19M |
| Since | 2012 | 2016 |
| Dividend yield | 4.85% | 4.09% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | +9.2% |
| CAGR 3Y | +9.9% | +5.7% |
| CAGR 5Y | +3.9% | +0.0% |
| Sharpe 3Y | 0.83 | 0.25 |
| Volatility 1Y | 6.08% | 4.07% |
| Max drawdown | -28.58% | -26.76% |
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