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XRMI vs INKM

Global X S&P 500 Risk Managed Income ETF vs State Street Income Allocation ETF

XRMI

Global X S&P 500 Risk Managed Income ETF

Global X Funds

Annual cost

0.60%

Fund size

$49M

INKM

State Street Income Allocation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$76M

Key differences

  • INKM costs 0.10% less per year.
  • XRMI is classified as alternative, while INKM is mixed asset — different risk/return profiles.
  • XRMI follows a option income strategy; INKM uses active selection.
  • Over the last 3 years, INKM has delivered higher annualized returns.
  • INKM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XRMIINKM
Annual cost (TER)0.60%0.50%
Fund size (AUM)$49M$76M
Since20212012
Dividend yield12.65%4.88%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+10.4%+14.4%
CAGR 3Y+7.0%+10.2%
CAGR 5YN/A+4.3%
Sharpe 3Y0.550.86
Volatility 1Y5.42%5.98%
Max drawdown-15.36%-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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