Screener
YYY vs INKM
Amplify CEF High Income ETF vs State Street Income Allocation ETF
Key differences
YYY is an equity ETF, while INKM is a mixed asset ETF. YYY charges 3.23% a year and INKM 0.50%.
- YYY is an equity fund, while INKM is a mixed asset fund. They carry different risk/return profiles.
- YYY follows a index tracking strategy; INKM uses active selection.
- INKM costs 2.73% less per year.
- YYY is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, YYY has delivered higher annualized returns.
Side-by-side comparison
| YYY | INKM | |
|---|---|---|
| Annual cost (TER) | 3.23% | 0.50% |
| Fund size (AUM) | $734M | $75M |
| Since | 2012 | 2012 |
| Dividend yield | 12.49% | 4.85% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +10.5% | +12.0% |
| CAGR 3Y | +12.2% | +9.6% |
| CAGR 5Y | +2.8% | +3.8% |
| Sharpe 3Y | 0.82 | 0.80 |
| Volatility 1Y | 8.67% | 6.02% |
| Max drawdown | -42.52% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.