Screener
SAGP vs INKM
Strategas Global Policy Opportunities ETF vs State Street Income Allocation ETF
Key differences
SAGP is an equity ETF, while INKM is a mixed asset ETF. SAGP charges 0.65% a year and INKM 0.50%.
- SAGP is an equity fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- INKM costs 0.15% less per year.
- Over the last three years, SAGP has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAGP | INKM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.50% |
| Fund size (AUM) | $76M | $75M |
| Since | 2022 | 2012 |
| Dividend yield | 0.51% | 4.85% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.3% | +12.1% |
| CAGR 3Y | +15.7% | +10.1% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 0.90 | 0.85 |
| Volatility 1Y | 13.05% | 6.00% |
| Max drawdown | -22.90% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.