Screener
ANEW vs INKM
ProShares MSCI Transformational Changes ETF vs State Street Income Allocation ETF
Key differences
ANEW is an equity ETF, while INKM is a mixed asset ETF. ANEW charges 0.45% a year and INKM 0.50%.
- ANEW is an equity fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- ANEW follows a index tracking strategy; INKM uses active selection.
- INKM is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ANEW has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ANEW | INKM | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.50% |
| Fund size (AUM) | $8M | $75M |
| Since | 2020 | 2012 |
| Dividend yield | 0.61% | 4.85% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.5% | +12.0% |
| CAGR 3Y | +13.6% | +9.8% |
| CAGR 5Y | +3.6% | +3.8% |
| Sharpe 3Y | 0.66 | 0.82 |
| Volatility 1Y | 13.48% | 6.01% |
| Max drawdown | -39.87% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.