Screener
INKM vs IBND
State Street Income Allocation ETF vs State Street SPDR Bloomberg International Corporate Bond ETF
Key differences
INKM is a mixed asset ETF, while IBND is a fixed income ETF. INKM charges 0.50% a year and IBND 0.50%.
- INKM is a mixed asset fund, while IBND is a fixed income fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; IBND uses index tracking.
- IBND is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, INKM has delivered higher annualized returns.
Side-by-side comparison
| INKM | IBND | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.50% |
| Fund size (AUM) | $75M | $470M |
| Since | 2012 | 2010 |
| Dividend yield | 4.85% | 2.67% |
| Asset class | mixed asset | fixed income |
| Region | — | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.0% | +2.0% |
| CAGR 3Y | +9.8% | +6.2% |
| CAGR 5Y | +3.8% | -1.7% |
| Sharpe 3Y | 0.82 | 0.33 |
| Volatility 1Y | 6.01% | 7.98% |
| Max drawdown | -28.58% | -35.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.