Screener
AOK vs INKM
iShares Core 30/70 Conservative Allocation ETF vs State Street Income Allocation ETF
Key differences
Both AOK and INKM are mixed asset ETFs. AOK charges 0.15% a year and INKM 0.50%. The main difference: AOK costs 0.35% less per year.
- AOK costs 0.35% less per year.
- AOK is much larger than INKM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| AOK | INKM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.50% |
| Fund size (AUM) | $787M | $75M |
| Since | 2008 | 2012 |
| Dividend yield | 3.28% | 4.85% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +10.2% | +12.0% |
| CAGR 3Y | +8.8% | +9.6% |
| CAGR 5Y | +3.5% | +3.8% |
| Sharpe 3Y | 0.80 | 0.80 |
| Volatility 1Y | 5.89% | 6.02% |
| Max drawdown | -18.93% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.