Screener
INKM vs YLD
State Street Income Allocation ETF vs Principal Active High Yield ETF
Key differences
INKM is a mixed asset ETF, while YLD is a fixed income ETF. INKM charges 0.50% a year and YLD 0.39%.
- INKM is a mixed asset fund, while YLD is a fixed income fund. They carry different risk/return profiles.
- YLD costs 0.11% less per year.
- YLD is much larger than INKM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| INKM | YLD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.39% |
| Fund size (AUM) | $75M | $545M |
| Since | 2012 | 2015 |
| Dividend yield | 4.85% | 7.29% |
| Asset class | mixed asset | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | +7.3% |
| CAGR 3Y | +9.9% | +9.0% |
| CAGR 5Y | +3.9% | +4.9% |
| Sharpe 3Y | 0.83 | 0.91 |
| Volatility 1Y | 6.08% | 4.36% |
| Max drawdown | -28.58% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.