Screener
INKM vs XRMI
State Street Income Allocation ETF vs Global X S&P 500 Risk Managed Income ETF
Key differences
- INKM costs 0.10% less per year.
- INKM is classified as mixed asset, while XRMI is alternative — different risk/return profiles.
- INKM follows a active selection strategy; XRMI uses option income.
- Over the last 3 years, INKM has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INKM | XRMI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.60% |
| Fund size (AUM) | $76M | $49M |
| Since | 2012 | 2021 |
| Dividend yield | 4.88% | 12.65% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +14.4% | +10.4% |
| CAGR 3Y | +10.2% | +7.0% |
| CAGR 5Y | +4.3% | N/A |
| Sharpe 3Y | 0.86 | 0.55 |
| Volatility 1Y | 5.98% | 5.42% |
| Max drawdown | -28.58% | -15.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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