Screener
AAAA vs INKM
Amplius Aggressive Asset Allocation ETF vs State Street Income Allocation ETF
Key differences
Both AAAA and INKM are mixed asset ETFs. AAAA charges 0.49% a year and INKM 0.50%. The main difference: AAAA follows a tactical allocation strategy; INKM uses active selection.
- AAAA follows a tactical allocation strategy; INKM uses active selection.
- AAAA is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AAAA | INKM | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.50% |
| Fund size (AUM) | $281M | $75M |
| Since | 2025 | 2012 |
| Dividend yield | — | 4.85% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | tactical allocation | 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 | -7.83% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.