Screener
DYTA vs INKM
SGI Dynamic Tactical ETF vs State Street Income Allocation ETF
Key differences
- INKM costs 0.82% less per year.
- Over the last 3 years, DYTA has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DYTA | INKM | |
|---|---|---|
| Annual cost (TER) | 1.32% | 0.50% |
| Fund size (AUM) | $96M | $76M |
| Since | 2023 | 2012 |
| Dividend yield | 1.59% | 4.88% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.4% | +14.1% |
| CAGR 3Y | +11.7% | +9.9% |
| CAGR 5Y | N/A | +4.1% |
| Sharpe 3Y | 0.74 | 0.84 |
| Volatility 1Y | 9.63% | 5.98% |
| Max drawdown | -9.41% | -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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