Screener
SDFI vs INKM
AB Short Duration Income ETF vs State Street Income Allocation ETF
Key differences
SDFI is a fixed income ETF, while INKM is a mixed asset ETF. SDFI charges 0.30% a year and INKM 0.50%.
- SDFI is a fixed income fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- SDFI costs 0.20% less per year.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDFI | INKM | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.50% |
| Fund size (AUM) | $174M | $75M |
| Since | 2018 | 2012 |
| Dividend yield | 4.63% | 4.85% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +12.0% |
| CAGR 3Y | N/A | +9.6% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | N/A | 0.80 |
| Volatility 1Y | 2.04% | 6.02% |
| Max drawdown | -1.21% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.