Screener
DGT vs INKM
State Street SPDR Global Dow ETF vs State Street Income Allocation ETF
Key differences
DGT is an equity ETF, while INKM is a mixed asset ETF. DGT charges 0.50% a year and INKM 0.50%.
- DGT is an equity fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- DGT follows a index tracking strategy; INKM uses active selection.
- DGT is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DGT has delivered higher annualized returns.
- DGT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DGT | INKM | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.50% |
| Fund size (AUM) | $628M | $75M |
| Since | 2000 | 2012 |
| Dividend yield | 2.52% | 4.85% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.3% | +12.1% |
| CAGR 3Y | +23.4% | +10.1% |
| CAGR 5Y | +13.4% | +3.9% |
| Sharpe 3Y | 1.36 | 0.85 |
| Volatility 1Y | 12.23% | 6.00% |
| Max drawdown | -34.40% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.