Screener
INKM vs EQWL
State Street Income Allocation ETF vs Invesco S&P 100 Equal Weight ETF
Key differences
INKM is a mixed asset ETF, while EQWL is an equity ETF. INKM charges 0.50% a year and EQWL 0.25%.
- INKM is a mixed asset fund, while EQWL is an equity fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; EQWL uses index enhanced.
- EQWL costs 0.25% less per year.
- EQWL is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EQWL has delivered higher annualized returns.
- EQWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | EQWL | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $75M | $2.6B |
| Since | 2012 | 2006 |
| Dividend yield | 4.85% | 1.53% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +13.0% | +21.1% |
| CAGR 3Y | +9.9% | +19.7% |
| CAGR 5Y | +3.9% | +11.7% |
| Sharpe 3Y | 0.83 | 1.17 |
| Volatility 1Y | 6.08% | 10.74% |
| Max drawdown | -28.58% | -34.30% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.