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INKM vs AOK

State Street Income Allocation ETF vs iShares Core 30/70 Conservative Allocation ETF

INKM

State Street Income Allocation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$76M

AOK

iShares Core 30/70 Conservative Allocation ETF

iShares

Annual cost

0.15%

Fund size

$756M

Key differences

  • AOK costs 0.35% less per year.
  • AOK is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

INKMAOK
Annual cost (TER)0.50%0.15%
Fund size (AUM)$76M$756M
Since20122008
Dividend yield4.88%3.32%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+14.1%+12.7%
CAGR 3Y+9.9%+9.2%
CAGR 5Y+4.1%+3.8%
Sharpe 3Y0.840.86
Volatility 1Y5.98%5.78%
Max drawdown-28.58%-18.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to INKM and AOK