Screener
INKM vs XNAV
State Street Income Allocation ETF vs FundX Aggressive ETF
Key differences
- INKM costs 0.77% less per year.
- INKM is classified as mixed asset, while XNAV is alternative — different risk/return profiles.
- Over the last 3 years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.27% |
| Fund size (AUM) | $76M | $31M |
| Since | 2012 | 2002 |
| Dividend yield | 4.88% | 0.51% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.4% | +44.5% |
| CAGR 3Y | +10.2% | +25.0% |
| CAGR 5Y | +4.3% | N/A |
| Sharpe 3Y | 0.86 | 1.08 |
| Volatility 1Y | 5.98% | 16.54% |
| Max drawdown | -28.58% | -24.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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