Screener
MDIV vs INKM
Multi-Asset Diversified Income Index Fund vs State Street Income Allocation ETF
Key differences
Both MDIV and INKM are mixed asset ETFs. MDIV charges 0.71% a year and INKM 0.50%. The main difference: MDIV follows a index tracking strategy; INKM uses active selection.
- MDIV follows a index tracking strategy; INKM uses active selection.
- INKM costs 0.21% less per year.
- MDIV is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MDIV has delivered higher annualized returns.
Side-by-side comparison
| MDIV | INKM | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.50% |
| Fund size (AUM) | $411M | $75M |
| Since | 2012 | 2012 |
| Dividend yield | 6.38% | 4.85% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.3% | +13.0% |
| CAGR 3Y | +11.4% | +9.9% |
| CAGR 5Y | +5.9% | +3.9% |
| Sharpe 3Y | 0.85 | 0.83 |
| Volatility 1Y | 6.71% | 6.08% |
| Max drawdown | -48.50% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.