Screener
INKM vs BWZ
State Street Income Allocation ETF vs State Street SPDR Bloomberg Short Term International Treasury Bond ETF
Key differences
INKM is a mixed asset ETF, while BWZ is a fixed income ETF. INKM charges 0.50% a year and BWZ 0.35%.
- INKM is a mixed asset fund, while BWZ is a fixed income fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; BWZ uses index tracking.
- BWZ costs 0.15% less per year.
- BWZ 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.
Side-by-side comparison
| INKM | BWZ | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.35% |
| Fund size (AUM) | $75M | $312M |
| Since | 2012 | 2009 |
| Dividend yield | 4.85% | 2.05% |
| Asset class | mixed asset | fixed income |
| Region | — | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.0% | -0.7% |
| CAGR 3Y | +9.8% | +2.2% |
| CAGR 5Y | +3.8% | -2.1% |
| Sharpe 3Y | 0.82 | -0.15 |
| Volatility 1Y | 6.01% | 6.96% |
| Max drawdown | -28.58% | -24.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.