Screener
INKM vs AOA
State Street Income Allocation ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
- AOA costs 0.35% less per year.
- AOA is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
- INKM follows a active selection strategy; AOA uses index tracking.
- Over the last 3 years, AOA has delivered higher annualized returns.
Side-by-side comparison
| INKM | AOA | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.15% |
| Fund size (AUM) | $76M | $3.0B |
| Since | 2012 | 2008 |
| Dividend yield | 4.88% | 2.12% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +24.6% |
| CAGR 3Y | +9.9% | +17.5% |
| CAGR 5Y | +4.1% | +9.3% |
| Sharpe 3Y | 0.84 | 1.14 |
| Volatility 1Y | 5.98% | 10.68% |
| Max drawdown | -28.58% | -28.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to INKM and AOA
Explore further