AZTD vs. INKM
Compare and contrast key facts about Aztlan Global Stock Selection Dm SMID ETF (AZTD) and SPDR SSgA Income Allocation ETF (INKM).
AZTD and INKM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AZTD is a passively managed fund by Aztlan that tracks the performance of the Solactive Aztlan Global Developed Markets SMID Cap Index - Benchmark TR Gross. It was launched on Aug 17, 2022. INKM is an actively managed fund by State Street. It was launched on Apr 25, 2012.
Performance
AZTD vs. INKM - Performance Comparison
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AZTD vs. INKM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AZTD Aztlan Global Stock Selection Dm SMID ETF | 3.25% | 25.46% | 6.87% | 10.34% | -1.54% |
INKM SPDR SSgA Income Allocation ETF | 2.48% | 11.86% | 5.70% | 10.26% | -4.95% |
Returns By Period
In the year-to-date period, AZTD achieves a 3.25% return, which is significantly higher than INKM's 2.48% return.
AZTD
- 1D
- 2.24%
- 1M
- -5.39%
- YTD
- 3.25%
- 6M
- 4.96%
- 1Y
- 28.45%
- 3Y*
- 13.63%
- 5Y*
- —
- 10Y*
- —
INKM
- 1D
- 0.20%
- 1M
- -3.01%
- YTD
- 2.48%
- 6M
- 3.39%
- 1Y
- 10.75%
- 3Y*
- 8.82%
- 5Y*
- 4.13%
- 10Y*
- 5.48%
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AZTD vs. INKM - Expense Ratio Comparison
AZTD has a 0.75% expense ratio, which is higher than INKM's 0.50% expense ratio.
Return for Risk
AZTD vs. INKM — Risk / Return Rank
AZTD
INKM
AZTD vs. INKM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aztlan Global Stock Selection Dm SMID ETF (AZTD) 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.
| AZTD | INKM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.38 | 0.00 |
Sortino ratioReturn per unit of downside risk | 2.04 | 1.95 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.51 | 1.92 | +0.58 |
Martin ratioReturn relative to average drawdown | 8.49 | 8.53 | -0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AZTD | INKM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.38 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.50 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.55 | +0.09 |
Correlation
The correlation between AZTD and INKM is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AZTD vs. INKM - Dividend Comparison
AZTD's dividend yield for the trailing twelve months is around 1.02%, less than INKM's 5.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZTD Aztlan Global Stock Selection Dm SMID ETF | 1.02% | 1.05% | 1.87% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INKM SPDR SSgA Income Allocation ETF | 5.01% | 5.82% | 4.83% | 4.56% | 5.03% | 3.74% | 3.88% | 4.38% | 4.08% | 3.10% | 3.39% | 3.45% |
Drawdowns
AZTD vs. INKM - Drawdown Comparison
The maximum AZTD drawdown since its inception was -16.75%, smaller than the maximum INKM drawdown of -28.58%. Use the drawdown chart below to compare losses from any high point for AZTD and INKM.
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Drawdown Indicators
| AZTD | INKM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.75% | -28.58% | +11.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -5.76% | -5.87% |
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 | -6.28% | -3.21% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -3.95% | -3.73% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 1.30% | +2.14% |
Volatility
AZTD vs. INKM - Volatility Comparison
Aztlan Global Stock Selection Dm SMID ETF (AZTD) has a higher volatility of 7.57% compared to SPDR SSgA Income Allocation ETF (INKM) at 2.97%. This indicates that AZTD's price experiences larger fluctuations and is considered to be riskier than INKM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZTD | INKM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.57% | 2.97% | +4.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.27% | 4.62% | +8.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.67% | 7.83% | +12.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 8.30% | +10.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.55% | 9.77% | +8.78% |