Screener
INKM vs IWV
State Street Income Allocation ETF vs iShares Russell 3000 ETF
Key differences
INKM is a mixed asset ETF, while IWV is an equity ETF. INKM charges 0.50% a year and IWV 0.20%.
- INKM is a mixed asset fund, while IWV is an equity fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; IWV uses index tracking.
- IWV costs 0.30% less per year.
- IWV is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | IWV | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.20% |
| Fund size (AUM) | $75M | $19.8B |
| Since | 2012 | 2000 |
| Dividend yield | 4.85% | 0.85% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.0% | +24.5% |
| CAGR 3Y | +9.9% | +21.2% |
| CAGR 5Y | +3.9% | +12.2% |
| Sharpe 3Y | 0.83 | 1.11 |
| Volatility 1Y | 6.08% | 12.57% |
| Max drawdown | -28.58% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.