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NDAA vs INKM
Ned Davis Research 360 Dynamic Allocation ETF vs State Street Income Allocation ETF
Key differences
NDAA is an alternative ETF, while INKM is a mixed asset ETF. NDAA charges 0.65% a year and INKM 0.50%.
- NDAA is an alternative fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- NDAA follows a tactical allocation strategy; INKM uses active selection.
- INKM costs 0.15% less per year.
- INKM is much larger than NDAA. Larger funds are usually more liquid and less likely to close.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NDAA | INKM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.50% |
| Fund size (AUM) | $5M | $75M |
| Since | 2024 | 2012 |
| Dividend yield | 2.44% | 4.85% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +22.4% | +13.0% |
| CAGR 3Y | N/A | +9.9% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | 11.20% | 6.08% |
| Max drawdown | -13.50% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.