Screener
INKM vs DGT
State Street Income Allocation ETF vs State Street SPDR Global Dow ETF
Key differences
INKM is a mixed asset ETF, while DGT is an equity ETF. INKM charges 0.50% a year and DGT 0.50%.
- INKM is a mixed asset fund, while DGT is an equity fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; DGT uses index tracking.
- DGT is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DGT has delivered higher annualized returns.
- DGT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | DGT | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.50% |
| Fund size (AUM) | $75M | $628M |
| Since | 2012 | 2000 |
| Dividend yield | 4.85% | 2.52% |
| Asset class | mixed asset | equity |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.1% | +28.3% |
| CAGR 3Y | +10.1% | +23.4% |
| CAGR 5Y | +3.9% | +13.4% |
| Sharpe 3Y | 0.85 | 1.36 |
| Volatility 1Y | 6.00% | 12.23% |
| Max drawdown | -28.58% | -34.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.