AVTM vs. INKM
AVTM (Avantis Total Equity Markets ETF) and INKM (SPDR SSgA Income Allocation ETF) are both Global Equities funds. Both are actively managed. Their 0.69 correlation means they have sometimes moved together and sometimes differently. AVTM charges 0.22%/yr vs 0.50%/yr for INKM.
Performance
AVTM vs. INKM - Performance Comparison
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Returns By Period
AVTM
- 1D
- 0.17%
- 1M
- 2.30%
- 6M
- 13.04%
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
INKM
- 1D
- -0.10%
- 1M
- 0.68%
- 6M
- 3.82%
- YTD
- 7.37%
- 1Y
- 11.79%
- 3Y*
- 10.10%
- 5Y*
- 4.36%
- 10Y*
- 5.39%
- ALL TIME*
- 5.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $147.16K | $337.40K | $214.46K | |
| $356.66K | $221.33K | $250.96K |
AVTM vs. INKM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
AVTM Avantis Total Equity Markets ETF | 11.85% |
INKM SPDR SSgA Income Allocation ETF | 4.64% |
Correlation
The correlation between AVTM and INKM is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 2, 2026 | 0.69 |
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Return for Risk
AVTM vs. INKM — Risk / Return Rank
AVTM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
INKM
AVTM vs. INKM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Total Equity Markets ETF (AVTM) and SPDR SSgA Income Allocation ETF (INKM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVTM | INKM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.60 | — |
| Martin ratioReturn relative to average drawdown | — | 10.24 | — |
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Drawdowns
AVTM vs. INKM - Drawdown Comparison
The maximum AVTM drawdown since its inception was -9.21%, smaller than the maximum INKM drawdown of -28.58%. Use the drawdown chart below to compare losses from any high point for AVTM and INKM.
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Drawdown Indicators
| AVTM | INKM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.21% | -28.58% | +19.37% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.55% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -7.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.18% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.58% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.10% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -1.86% | -3.65% | +1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.15% | — |
Volatility
AVTM vs. INKM - Volatility Comparison
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Volatility by Period
| AVTM | INKM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.29% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.72% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.81% | 5.98% | +9.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.81% | 8.31% | +7.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.81% | 9.75% | +6.06% |
AVTM vs. INKM - Expense Ratio Comparison
AVTM has a 0.22% expense ratio, which is lower than INKM's 0.50% expense ratio.
Dividends
AVTM vs. INKM - Dividend Comparison
AVTM's dividend yield for the trailing twelve months is around 0.27%, less than INKM's 4.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVTM Avantis Total Equity Markets ETF | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INKM SPDR SSgA Income Allocation ETF | 4.74% | 5.82% | 4.83% | 4.56% | 5.03% | 3.74% | 3.88% | 4.38% | 4.08% | 3.10% | 3.39% | 3.45% |
Frequently Asked Questions
AVTM and INKM have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVTM is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVTM is cheaper with a 0.22% expense ratio, compared with 0.50% for INKM.
INKM has the higher dividend yield at 4.74%, compared with 0.27% for AVTM.
They also come from different issuers: Avantis and State Street. Their fees differ too: 0.22% for AVTM and 0.50% for INKM.
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