Screener
INKM vs CVY
State Street Income Allocation ETF vs Invesco Zacks Multi-Asset Income ETF
Key differences
- INKM costs 0.71% less per year.
- Over the last 3 years, CVY has delivered higher annualized returns.
- CVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | CVY | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.21% |
| Fund size (AUM) | $75M | $120M |
| Since | 2012 | 2006 |
| Dividend yield | 4.85% | 3.72% |
| Asset class | mixed asset | mixed asset |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +12.1% | +18.7% |
| CAGR 3Y | +10.1% | +16.9% |
| CAGR 5Y | +3.9% | +7.3% |
| Sharpe 3Y | 0.85 | 0.92 |
| Volatility 1Y | 6.00% | 11.02% |
| Max drawdown | -28.58% | -50.47% |
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