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INKM vs MUSI

State Street Income Allocation ETF vs American Century Multisector Income ETF

INKM

State Street Income Allocation ETF

Annual cost

0.50%

Fund size

$75M

MUSI

American Century Multisector Income ETF

Annual cost

0.38%

Fund size

$221M

Key differences

INKM is a mixed asset ETF, while MUSI is a fixed income ETF. INKM charges 0.50% a year and MUSI 0.38%.

  • INKM is a mixed asset fund, while MUSI is a fixed income fund. They carry different risk/return profiles.
  • MUSI costs 0.12% less per year.
  • 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

INKMMUSI
Annual cost (TER)0.50%0.38%
Fund size (AUM)$75M$221M
Since20122021
Dividend yield4.85%5.61%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+13.0%+5.8%
CAGR 3Y+9.9%+6.5%
CAGR 5Y+3.9%N/A
Sharpe 3Y0.830.60
Volatility 1Y6.08%3.35%
Max drawdown-28.58%-13.91%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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