Screener
TOTL vs INKM
State Street DoubleLine Total Return Tactical ETF vs State Street Income Allocation ETF
Key differences
TOTL is a fixed income ETF, while INKM is a mixed asset ETF. TOTL charges 0.55% a year and INKM 0.50%.
- TOTL is a fixed income fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- INKM costs 0.05% less per year.
- TOTL 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
| TOTL | INKM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.50% |
| Fund size (AUM) | $4.2B | $75M |
| Since | 2015 | 2012 |
| Dividend yield | 5.27% | 4.85% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +13.0% |
| CAGR 3Y | +4.6% | +9.9% |
| CAGR 5Y | +0.7% | +3.9% |
| Sharpe 3Y | 0.20 | 0.83 |
| Volatility 1Y | 3.43% | 6.08% |
| Max drawdown | -16.47% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.