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MATE vs INKM

Man Active Trend Enhanced ETF vs State Street Income Allocation ETF

MATE

Man Active Trend Enhanced ETF

Annual cost

0.97%

Fund size

$39M

INKM

State Street Income Allocation ETF

Annual cost

0.50%

Fund size

$75M

Key differences

MATE is an alternative ETF, while INKM is a mixed asset ETF. MATE charges 0.97% a year and INKM 0.50%.

  • MATE is an alternative fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
  • MATE follows a tactical allocation strategy; INKM uses active selection.
  • INKM costs 0.47% less per year.
  • INKM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MATEINKM
Annual cost (TER)0.97%0.50%
Fund size (AUM)$39M$75M
Since20252012
Dividend yield4.85%
Asset classalternativemixed asset
Regionemerging markets
Strategytactical allocationactive selection
CAGR 1YN/A+12.0%
CAGR 3YN/A+9.6%
CAGR 5YN/A+3.8%
Sharpe 3YN/A0.80
Volatility 1Y6.02%
Max drawdown-13.24%-28.58%

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

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