Screener
INKM vs KAT
State Street Income Allocation ETF vs Scharf ETF
Key differences
- INKM costs 0.25% less per year.
- KAT is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
- INKM is classified as mixed asset, while KAT is equity — different risk/return profiles.
Side-by-side comparison
| INKM | KAT | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.75% |
| Fund size (AUM) | $76M | $688M |
| Since | 2012 | 2011 |
| Dividend yield | 4.88% | 0.39% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.1% | N/A |
| CAGR 3Y | +9.9% | N/A |
| CAGR 5Y | +4.1% | N/A |
| Sharpe 3Y | 0.84 | N/A |
| Volatility 1Y | 5.98% | — |
| Max drawdown | -28.58% | -9.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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