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INKM vs GKAT

State Street Income Allocation ETF vs Scharf Global Opportunity ETF

INKM

State Street Income Allocation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$76M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • INKM costs 0.09% less per year.
  • INKM is classified as mixed asset, while GKAT is equity — different risk/return profiles.

Side-by-side comparison

INKMGKAT
Annual cost (TER)0.50%0.59%
Fund size (AUM)$76M$158M
Since20122014
Dividend yield4.88%0.46%
Asset classmixed assetequity
Region
Strategyactive selectionactive selection
CAGR 1Y+14.1%N/A
CAGR 3Y+9.9%N/A
CAGR 5Y+4.1%N/A
Sharpe 3Y0.84N/A
Volatility 1Y5.98%
Max drawdown-28.58%-10.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to INKM and GKAT