Screener
RLY vs INCM
State Street Multi-Asset Real Return ETF vs Franklin Income Focus ETF
Key differences
RLY is a fixed income ETF, while INCM is an alternative ETF. RLY charges 0.50% a year and INCM 0.38%.
- RLY is a fixed income fund, while INCM is an alternative fund. They carry different risk/return profiles.
- RLY follows a active selection strategy; INCM uses multi strategy.
- INCM costs 0.12% less per year.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | INCM | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.38% |
| Fund size (AUM) | $1.2B | $1.5B |
| Since | 2012 | 2023 |
| Dividend yield | 2.89% | 5.06% |
| Asset class | fixed income | alternative |
| Region | — | emerging markets |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +28.0% | +15.3% |
| CAGR 3Y | +14.0% | N/A |
| CAGR 5Y | +10.0% | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 10.38% | 5.46% |
| Max drawdown | -34.17% | -7.84% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.