Screener
EFAA vs INKM
Invesco MSCI EAFE Income Advantage ETF vs State Street Income Allocation ETF
Key differences
EFAA is an alternative ETF, while INKM is a mixed asset ETF. EFAA charges 0.39% a year and INKM 0.50%.
- EFAA is an alternative fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- EFAA follows a index tracking strategy; INKM uses active selection.
- EFAA costs 0.11% less per year.
- EFAA is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFAA | INKM | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.50% |
| Fund size (AUM) | $505M | $75M |
| Since | 2024 | 2012 |
| Dividend yield | 8.11% | 4.85% |
| Asset class | alternative | mixed asset |
| Region | global ex us | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.2% | +12.0% |
| CAGR 3Y | N/A | +9.6% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | N/A | 0.80 |
| Volatility 1Y | 12.19% | 6.02% |
| Max drawdown | -11.97% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.