Screener
INKM vs AOR
State Street Income Allocation ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR costs 0.35% less per year.
- AOR is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, AOR has delivered higher annualized returns.
Side-by-side comparison
| INKM | AOR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.15% |
| Fund size (AUM) | $76M | $3.5B |
| Since | 2012 | 2008 |
| Dividend yield | 4.88% | 2.53% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.1% | +19.8% |
| CAGR 3Y | +9.9% | +14.4% |
| CAGR 5Y | +4.1% | +7.1% |
| Sharpe 3Y | 0.84 | 1.11 |
| Volatility 1Y | 5.98% | 8.47% |
| Max drawdown | -28.58% | -22.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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