Screener
INKM vs IWD
State Street Income Allocation ETF vs iShares Russell 1000 Value ETF
Key differences
INKM is a mixed asset ETF, while IWD is an equity ETF. INKM charges 0.50% a year and IWD 0.18%.
- INKM is a mixed asset fund, while IWD is an equity fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; IWD uses index tracking.
- IWD costs 0.32% less per year.
- IWD is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWD has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | IWD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.18% |
| Fund size (AUM) | $75M | $75.6B |
| Since | 2012 | 2000 |
| Dividend yield | 4.85% | 1.50% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.0% | +28.8% |
| CAGR 3Y | +9.9% | +18.4% |
| CAGR 5Y | +3.9% | +10.5% |
| Sharpe 3Y | 0.83 | 1.09 |
| Volatility 1Y | 6.08% | 11.18% |
| Max drawdown | -28.58% | -38.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.