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AOR vs INKM
iShares Core 60/40 Balanced Allocation ETF vs State Street Income Allocation ETF
Key differences
- AOR costs 0.35% less per year.
- AOR is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, AOR has delivered higher annualized returns.
Side-by-side comparison
| AOR | INKM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.50% |
| Fund size (AUM) | $3.5B | $76M |
| Since | 2008 | 2012 |
| Dividend yield | 2.53% | 4.88% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.8% | +14.1% |
| CAGR 3Y | +14.4% | +9.9% |
| CAGR 5Y | +7.1% | +4.1% |
| Sharpe 3Y | 1.11 | 0.84 |
| Volatility 1Y | 8.47% | 5.98% |
| Max drawdown | -22.95% | -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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