Screener
INKM vs SPAB
State Street Income Allocation ETF vs State Street SPDR Portfolio Aggregate Bond ETF
Key differences
INKM is a mixed asset ETF, while SPAB is a fixed income ETF. INKM charges 0.50% a year and SPAB 0.03%.
- INKM is a mixed asset fund, while SPAB is a fixed income fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; SPAB uses index tracking.
- SPAB costs 0.47% less per year.
- SPAB is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, INKM has delivered higher annualized returns.
- SPAB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | SPAB | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.03% |
| Fund size (AUM) | $75M | $9.7B |
| Since | 2012 | 2007 |
| Dividend yield | 4.85% | 4.02% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.0% | +4.3% |
| CAGR 3Y | +9.8% | +3.6% |
| CAGR 5Y | +3.8% | +0.0% |
| Sharpe 3Y | 0.82 | 0.02 |
| Volatility 1Y | 6.01% | 3.75% |
| Max drawdown | -28.58% | -18.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.