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Screener

INKM vs TUG

State Street Income Allocation ETF vs STF Tactical Growth ETF

INKM

State Street Income Allocation ETF

Annual cost

0.50%

Fund size

$75M

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

Key differences

Both INKM and TUG are mixed asset ETFs. INKM charges 0.50% a year and TUG 0.65%. The main difference: INKM costs 0.15% less per year.

  • INKM costs 0.15% less per year.
  • Over the last three years, TUG has delivered higher annualized returns.
  • INKM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INKMTUG
Annual cost (TER)0.50%0.65%
Fund size (AUM)$75M$45M
Since20122022
Dividend yield4.85%0.52%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+13.0%+34.7%
CAGR 3Y+9.9%+22.6%
CAGR 5Y+3.9%N/A
Sharpe 3Y0.830.97
Volatility 1Y6.08%17.24%
Max drawdown-28.58%-22.27%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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