Screener
INKM vs JPLD
State Street Income Allocation ETF vs Limited Duration Bond ETF
Key differences
INKM is a mixed asset ETF, while JPLD is a fixed income ETF. INKM charges 0.50% a year and JPLD 0.24%.
- INKM is a mixed asset fund, while JPLD is a fixed income fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; JPLD uses index tracking.
- JPLD costs 0.26% less per year.
- JPLD is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | JPLD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.24% |
| Fund size (AUM) | $75M | $3.8B |
| Since | 2012 | 1993 |
| Dividend yield | 4.85% | 4.21% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.0% | +4.6% |
| CAGR 3Y | +9.8% | N/A |
| CAGR 5Y | +3.8% | N/A |
| Sharpe 3Y | 0.82 | N/A |
| Volatility 1Y | 6.01% | 1.47% |
| Max drawdown | -28.58% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.