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MOOD vs INKM

Relative Sentiment Tactical Allocation ETF vs State Street Income Allocation ETF

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

INKM

State Street Income Allocation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$76M

Key differences

  • INKM costs 0.23% less per year.
  • Over the last 3 years, MOOD has delivered higher annualized returns.
  • INKM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MOODINKM
Annual cost (TER)0.73%0.50%
Fund size (AUM)$116M$76M
Since20222012
Dividend yield0.36%4.88%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+36.9%+14.1%
CAGR 3Y+20.3%+9.9%
CAGR 5YN/A+4.1%
Sharpe 3Y1.430.84
Volatility 1Y14.13%5.98%
Max drawdown-14.34%-28.58%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MOOD and INKM