Screener
INKM vs JPIB
State Street Income Allocation ETF vs JPMorgan International Bond Opportunities ETF
Key differences
INKM is a mixed asset ETF, while JPIB is a fixed income ETF. INKM charges 0.50% a year and JPIB 0.50%.
- INKM is a mixed asset fund, while JPIB is a fixed income fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; JPIB uses index tracking.
- JPIB 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.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | JPIB | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.50% |
| Fund size (AUM) | $75M | $2.0B |
| Since | 2012 | 2017 |
| Dividend yield | 4.85% | 5.03% |
| Asset class | mixed asset | fixed income |
| Region | — | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.0% | +4.4% |
| CAGR 3Y | +9.8% | +5.6% |
| CAGR 5Y | +3.8% | +2.7% |
| Sharpe 3Y | 0.82 | 0.51 |
| Volatility 1Y | 6.01% | 3.53% |
| Max drawdown | -28.58% | -13.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.