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AOM vs INKM
iShares Core 40/60 Moderate Allocation ETF vs State Street Income Allocation ETF
Key differences
- AOM costs 0.35% less per year.
- AOM is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
- AOM follows a index tracking strategy; INKM uses active selection.
Side-by-side comparison
| AOM | INKM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.50% |
| Fund size (AUM) | $1.7B | $76M |
| Since | 2008 | 2012 |
| Dividend yield | 3.04% | 4.88% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.2% | +14.1% |
| CAGR 3Y | +10.8% | +9.9% |
| CAGR 5Y | +4.9% | +4.1% |
| Sharpe 3Y | 0.96 | 0.84 |
| Volatility 1Y | 6.55% | 5.98% |
| Max drawdown | -19.96% | -28.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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