Screener
SAMM vs INKM
Strategas Macro Momentum ETF vs State Street Income Allocation ETF
Key differences
SAMM is an equity ETF, while INKM is a mixed asset ETF. SAMM charges 0.65% a year and INKM 0.50%.
- SAMM is an equity fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- INKM costs 0.15% less per year.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMM | INKM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.50% |
| Fund size (AUM) | $31M | $75M |
| Since | 2024 | 2012 |
| Dividend yield | 0.93% | 4.85% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.9% | +12.1% |
| CAGR 3Y | N/A | +10.1% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | N/A | 0.85 |
| Volatility 1Y | 17.70% | 6.00% |
| Max drawdown | -24.09% | -28.58% |
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