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AMAX vs INKM

Adaptive Hedged Multi-Asset Income ETF vs State Street Income Allocation ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

INKM

State Street Income Allocation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$76M

Key differences

  • INKM costs 0.86% less per year.
  • AMAX is classified as alternative, while INKM is mixed asset — different risk/return profiles.
  • AMAX follows a option income strategy; INKM uses active selection.

Side-by-side comparison

AMAXINKM
Annual cost (TER)1.36%0.50%
Fund size (AUM)$60M$76M
Since20092012
Dividend yield10.63%4.88%
Asset classalternativemixed asset
Region
Strategyoption incomeactive selection
CAGR 1Y+11.8%+14.1%
CAGR 3Y+9.4%+9.9%
CAGR 5YN/A+4.1%
Sharpe 3Y0.590.84
Volatility 1Y9.98%5.98%
Max drawdown-16.25%-28.58%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AMAX and INKM