Screener
INKM vs SAGP
State Street Income Allocation ETF vs Strategas Global Policy Opportunities ETF
Key differences
INKM is a mixed asset ETF, while SAGP is an equity ETF. INKM charges 0.50% a year and SAGP 0.65%.
- INKM is a mixed asset fund, while SAGP is an equity fund. They carry different risk/return profiles.
- INKM costs 0.15% less per year.
- Over the last three years, SAGP has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | SAGP | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.65% |
| Fund size (AUM) | $75M | $76M |
| Since | 2012 | 2022 |
| Dividend yield | 4.85% | 0.51% |
| Asset class | mixed asset | equity |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +12.1% | +13.3% |
| CAGR 3Y | +10.1% | +15.7% |
| CAGR 5Y | +3.9% | N/A |
| Sharpe 3Y | 0.85 | 0.90 |
| Volatility 1Y | 6.00% | 13.05% |
| Max drawdown | -28.58% | -22.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.