Screener
INKM vs IWN
State Street Income Allocation ETF vs iShares Russell 2000 Value ETF
Key differences
INKM is a mixed asset ETF, while IWN is an equity ETF. INKM charges 0.50% a year and IWN 0.24%.
- INKM is a mixed asset fund, while IWN is an equity fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; IWN uses index tracking.
- IWN costs 0.26% less per year.
- IWN is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWN has delivered higher annualized returns.
- IWN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | IWN | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.24% |
| Fund size (AUM) | $75M | $14.0B |
| Since | 2012 | 2000 |
| Dividend yield | 4.85% | 1.45% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.0% | +41.9% |
| CAGR 3Y | +9.9% | +17.3% |
| CAGR 5Y | +3.9% | +6.9% |
| Sharpe 3Y | 0.83 | 0.71 |
| Volatility 1Y | 6.08% | 18.09% |
| Max drawdown | -28.58% | -46.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.