Screener
TUGN vs INKM
STF Tactical Growth & Income ETF vs State Street Income Allocation ETF
Key differences
TUGN is an alternative ETF, while INKM is a mixed asset ETF. TUGN charges 0.65% a year and INKM 0.50%.
- TUGN is an alternative fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- TUGN follows a option income strategy; INKM uses active selection.
- INKM costs 0.15% less per year.
- Over the last three years, TUGN has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TUGN | INKM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.50% |
| Fund size (AUM) | $78M | $75M |
| Since | 2022 | 2012 |
| Dividend yield | 10.59% | 4.85% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +31.5% | +13.0% |
| CAGR 3Y | +21.8% | +9.9% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 0.98 | 0.83 |
| Volatility 1Y | 16.24% | 6.08% |
| Max drawdown | -23.45% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.