Screener
INKM vs XLII
State Street Income Allocation ETF vs State Street Industrial Select Sector SPDR Premium Income ETF
Key differences
INKM is a mixed asset ETF, while XLII is an alternative ETF. INKM charges 0.50% a year and XLII 0.35%.
- INKM is a mixed asset fund, while XLII is an alternative fund. They carry different risk/return profiles.
- INKM follows a active selection strategy; XLII uses option income.
- XLII costs 0.15% less per year.
- INKM is much larger than XLII. Larger funds are usually more liquid and less likely to close.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | XLII | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.35% |
| Fund size (AUM) | $75M | $3M |
| Since | 2012 | 2025 |
| Dividend yield | 4.85% | — |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +13.0% | N/A |
| CAGR 3Y | +9.9% | N/A |
| CAGR 5Y | +3.9% | N/A |
| Sharpe 3Y | 0.83 | N/A |
| Volatility 1Y | 6.08% | — |
| Max drawdown | -28.58% | -10.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.