Screener
INKM vs RSP
State Street Income Allocation ETF vs Invesco S&P 500 Equal Weight ETF
Key differences
INKM is a mixed asset ETF, while RSP is an equity ETF. INKM charges 0.50% a year and RSP 0.20%.
- INKM is a mixed asset fund, while RSP is an equity fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; RSP uses index enhanced.
- RSP costs 0.30% less per year.
- RSP is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RSP has delivered higher annualized returns.
- RSP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | RSP | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.20% |
| Fund size (AUM) | $75M | $89.1B |
| Since | 2012 | 2003 |
| Dividend yield | 4.85% | 1.49% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +13.0% | +20.2% |
| CAGR 3Y | +9.9% | +15.3% |
| CAGR 5Y | +3.9% | +8.6% |
| Sharpe 3Y | 0.83 | 0.83 |
| Volatility 1Y | 6.08% | 11.83% |
| Max drawdown | -28.58% | -39.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.