Screener
YLD vs INKM
Principal Active High Yield ETF vs State Street Income Allocation ETF
Key differences
YLD is a fixed income ETF, while INKM is a mixed asset ETF. YLD charges 0.39% a year and INKM 0.50%.
- YLD is a fixed income fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- YLD costs 0.11% less per year.
- YLD is much larger than INKM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| YLD | INKM | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.50% |
| Fund size (AUM) | $545M | $75M |
| Since | 2015 | 2012 |
| Dividend yield | 7.29% | 4.85% |
| Asset class | fixed income | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.1% | +12.0% |
| CAGR 3Y | +8.8% | +9.6% |
| CAGR 5Y | +4.9% | +3.8% |
| Sharpe 3Y | 0.87 | 0.80 |
| Volatility 1Y | 4.35% | 6.02% |
| Max drawdown | -28.34% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.