Screener
STOT vs INKM
State Street DoubleLine Short Duration Total Return Tactical ETF vs State Street Income Allocation ETF
Key differences
STOT is a fixed income ETF, while INKM is a mixed asset ETF. STOT charges 0.45% a year and INKM 0.50%.
- STOT is a fixed income fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- STOT is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, INKM has delivered higher annualized returns.
Side-by-side comparison
| STOT | INKM | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.50% |
| Fund size (AUM) | $461M | $75M |
| Since | 2016 | 2012 |
| Dividend yield | 4.41% | 4.85% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.3% | +13.0% |
| CAGR 3Y | +5.3% | +9.9% |
| CAGR 5Y | +2.8% | +3.9% |
| Sharpe 3Y | 1.04 | 0.83 |
| Volatility 1Y | 1.11% | 6.08% |
| Max drawdown | -6.07% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.