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SPGM vs INKM
State Street SPDR Portfolio MSCI Global Stock Market ETF vs State Street Income Allocation ETF
Key differences
SPGM is an equity ETF, while INKM is a mixed asset ETF. SPGM charges 0.09% a year and INKM 0.50%.
- SPGM is an equity fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- SPGM follows a index tracking strategy; INKM uses active selection.
- SPGM costs 0.41% less per year.
- SPGM is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPGM has delivered higher annualized returns.
Side-by-side comparison
| SPGM | INKM | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.50% |
| Fund size (AUM) | $1.7B | $75M |
| Since | 2012 | 2012 |
| Dividend yield | 1.67% | 4.85% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.1% | +12.1% |
| CAGR 3Y | +21.6% | +10.1% |
| CAGR 5Y | +11.1% | +3.9% |
| Sharpe 3Y | 1.18 | 0.85 |
| Volatility 1Y | 13.27% | 6.00% |
| Max drawdown | -33.97% | -28.58% |
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