Screener
SAMT vs INKM
Strategas Macro Thematic Opportunities ETF vs State Street Income Allocation ETF
Key differences
SAMT is an alternative ETF, while INKM is a mixed asset ETF. SAMT charges 0.66% a year and INKM 0.50%.
- SAMT is an alternative fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- SAMT follows a tactical allocation strategy; INKM uses active selection.
- INKM costs 0.16% less per year.
- SAMT is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SAMT has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | INKM | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.50% |
| Fund size (AUM) | $706M | $75M |
| Since | 2022 | 2012 |
| Dividend yield | 0.59% | 4.85% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +37.5% | +12.1% |
| CAGR 3Y | +28.5% | +10.1% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 1.44 | 0.85 |
| Volatility 1Y | 17.20% | 6.00% |
| Max drawdown | -20.57% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.