Screener
INKM vs TOTL
State Street Income Allocation ETF vs State Street DoubleLine Total Return Tactical ETF
Key differences
INKM is a mixed asset ETF, while TOTL is a fixed income ETF. INKM charges 0.50% a year and TOTL 0.55%.
- INKM is a mixed asset fund, while TOTL is a fixed income fund. They carry different risk/return profiles.
- INKM costs 0.05% less per year.
- TOTL 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.
Side-by-side comparison
| INKM | TOTL | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.55% |
| Fund size (AUM) | $75M | $4.2B |
| Since | 2012 | 2015 |
| Dividend yield | 4.85% | 5.27% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | +4.5% |
| CAGR 3Y | +9.9% | +4.6% |
| CAGR 5Y | +3.9% | +0.7% |
| Sharpe 3Y | 0.83 | 0.20 |
| Volatility 1Y | 6.08% | 3.43% |
| Max drawdown | -28.58% | -16.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.