Screener
INKM vs BWX
State Street Income Allocation ETF vs State Street SPDR Bloomberg International Treasury Bond ETF
Key differences
INKM is a mixed asset ETF, while BWX is a fixed income ETF. INKM charges 0.50% a year and BWX 0.35%.
- INKM is a mixed asset fund, while BWX is a fixed income fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; BWX uses index tracking.
- BWX costs 0.15% less per year.
- BWX is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, INKM has delivered higher annualized returns.
- BWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | BWX | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.35% |
| Fund size (AUM) | $75M | $1.5B |
| Since | 2012 | 2007 |
| Dividend yield | 4.85% | 2.32% |
| Asset class | mixed asset | fixed income |
| Region | — | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.0% | -3.4% |
| CAGR 3Y | +9.8% | +0.7% |
| CAGR 5Y | +3.8% | -4.6% |
| Sharpe 3Y | 0.82 | -0.29 |
| Volatility 1Y | 6.01% | 7.72% |
| Max drawdown | -28.58% | -34.00% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.