Screener
INKM vs JPIE
State Street Income Allocation ETF vs JPMorgan Income ETF
Key differences
INKM is a mixed asset ETF, while JPIE is a fixed income ETF. INKM charges 0.50% a year and JPIE 0.39%.
- INKM is a mixed asset fund, while JPIE is a fixed income fund. They carry different risk/return profiles.
- JPIE costs 0.11% less per year.
- JPIE 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 | JPIE | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.39% |
| Fund size (AUM) | $75M | $9.1B |
| Since | 2012 | 2021 |
| Dividend yield | 4.85% | 5.60% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +12.0% | +5.7% |
| CAGR 3Y | +9.8% | +6.4% |
| CAGR 5Y | +3.8% | N/A |
| Sharpe 3Y | 0.82 | 1.00 |
| Volatility 1Y | 6.01% | 1.60% |
| Max drawdown | -28.58% | -9.96% |
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