Screener
INKM vs AGOX
State Street Income Allocation ETF vs Adaptive Alpha Opportunities ETF
Key differences
- INKM costs 0.83% less per year.
- AGOX is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
- INKM is classified as mixed asset, while AGOX is alternative — different risk/return profiles.
- Over the last 3 years, AGOX has delivered higher annualized returns.
Side-by-side comparison
| INKM | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.33% |
| Fund size (AUM) | $76M | $364M |
| Since | 2012 | 2012 |
| Dividend yield | 4.88% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.1% | +25.0% |
| CAGR 3Y | +9.9% | +18.6% |
| CAGR 5Y | +4.1% | +8.6% |
| Sharpe 3Y | 0.84 | 0.78 |
| Volatility 1Y | 5.98% | 18.38% |
| Max drawdown | -28.58% | -27.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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