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INKM vs SCUS

State Street Income Allocation ETF vs Schwab Ultra-Short Income ETF

INKM

State Street Income Allocation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$76M

SCUS

Schwab Ultra-Short Income ETF

Schwab ETFs

Annual cost

0.14%

Fund size

$224M

Key differences

  • SCUS costs 0.36% less per year.
  • INKM is classified as mixed asset, while SCUS is fixed income — different risk/return profiles.
  • INKM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INKMSCUS
Annual cost (TER)0.50%0.14%
Fund size (AUM)$76M$224M
Since20122024
Dividend yield4.88%4.03%
Asset classmixed assetfixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+14.4%+4.3%
CAGR 3Y+10.2%N/A
CAGR 5Y+4.3%N/A
Sharpe 3Y0.86N/A
Volatility 1Y5.98%0.66%
Max drawdown-28.58%-0.17%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to INKM and SCUS