Screener
INKM vs CGSD
State Street Income Allocation ETF vs Capital Group Short Duration Income ETF
Key differences
- CGSD costs 0.25% less per year.
- CGSD is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
- INKM is classified as mixed asset, while CGSD is fixed income — different risk/return profiles.
- Over the last 3 years, INKM has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $76M | $2.2B |
| Since | 2012 | 2022 |
| Dividend yield | 4.88% | 4.48% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.4% | +4.5% |
| CAGR 3Y | +10.2% | +5.1% |
| CAGR 5Y | +4.3% | N/A |
| Sharpe 3Y | 0.86 | 0.77 |
| Volatility 1Y | 5.98% | 1.47% |
| Max drawdown | -28.58% | -1.75% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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