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INKM vs EQAL
State Street Income Allocation ETF vs Invesco Russell 1000 Equal Weight ETF
Key differences
INKM is a mixed asset ETF, while EQAL is an equity ETF. INKM charges 0.50% a year and EQAL 0.20%.
- INKM is a mixed asset fund, while EQAL is an equity fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; EQAL uses index enhanced.
- EQAL costs 0.30% less per year.
- EQAL is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EQAL has delivered higher annualized returns.
Side-by-side comparison
| INKM | EQAL | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.20% |
| Fund size (AUM) | $75M | $806M |
| Since | 2012 | 2014 |
| Dividend yield | 4.85% | 1.64% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +13.0% | +24.5% |
| CAGR 3Y | +9.9% | +15.2% |
| CAGR 5Y | +3.9% | +7.0% |
| Sharpe 3Y | 0.83 | 0.78 |
| Volatility 1Y | 6.08% | 12.49% |
| Max drawdown | -28.58% | -40.44% |
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