Screener
INKM vs SPGM
State Street Income Allocation ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF
Key differences
INKM is a mixed asset ETF, while SPGM is an equity ETF. INKM charges 0.50% a year and SPGM 0.09%.
- INKM is a mixed asset fund, while SPGM is an equity fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; SPGM uses index tracking.
- SPGM costs 0.41% less per year.
- SPGM is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPGM has delivered higher annualized returns.
Side-by-side comparison
| INKM | SPGM | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.09% |
| Fund size (AUM) | $75M | $1.7B |
| Since | 2012 | 2012 |
| Dividend yield | 4.85% | 1.67% |
| Asset class | mixed asset | equity |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.1% | +28.1% |
| CAGR 3Y | +10.1% | +21.6% |
| CAGR 5Y | +3.9% | +11.1% |
| Sharpe 3Y | 0.85 | 1.18 |
| Volatility 1Y | 6.00% | 13.27% |
| Max drawdown | -28.58% | -33.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.