Screener
LOTI vs INKM
Liberty One Tactical Income ETF vs State Street Income Allocation ETF
Key differences
LOTI is a fixed income ETF, while INKM is a mixed asset ETF. LOTI charges 1.01% a year and INKM 0.50%.
- LOTI is a fixed income fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- INKM costs 0.51% less per year.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | INKM | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.50% |
| Fund size (AUM) | $44M | $75M |
| Since | 2025 | 2012 |
| Dividend yield | — | 4.85% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +13.0% |
| CAGR 3Y | N/A | +9.9% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | — | 6.08% |
| Max drawdown | -4.42% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.