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RLY vs INKM

State Street Multi-Asset Real Return ETF vs State Street Income Allocation ETF

RLY

State Street Multi-Asset Real Return ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$1.2B

INKM

State Street Income Allocation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$76M

Key differences

  • RLY is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RLY has delivered higher annualized returns.

Side-by-side comparison

RLYINKM
Annual cost (TER)0.50%0.50%
Fund size (AUM)$1.2B$76M
Since20122012
Dividend yield2.84%4.88%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+33.0%+14.1%
CAGR 3Y+14.7%+9.9%
CAGR 5Y+10.7%+4.1%
Sharpe 3Y0.950.84
Volatility 1Y10.12%5.98%
Max drawdown-34.17%-28.58%

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

Similar to RLY and INKM