Screener
XCOR vs INKM
Fundx ETF vs State Street Income Allocation ETF
Key differences
- INKM costs 0.65% less per year.
- XCOR is classified as equity, while INKM is mixed asset — different risk/return profiles.
- Over the last 3 years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCOR | INKM | |
|---|---|---|
| Annual cost (TER) | 1.15% | 0.50% |
| Fund size (AUM) | $180M | $76M |
| Since | 2001 | 2012 |
| Dividend yield | 0.41% | 4.88% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +31.1% | +14.4% |
| CAGR 3Y | +23.0% | +10.2% |
| CAGR 5Y | N/A | +4.3% |
| Sharpe 3Y | 1.08 | 0.86 |
| Volatility 1Y | 12.91% | 5.98% |
| Max drawdown | -22.54% | -28.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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