DIVD vs. INKM
DIVD (Altrius Global Dividend ETF) and INKM (SPDR SSgA Income Allocation ETF) are both Global Equities funds. Both are actively managed. Over the past 3 years, DIVD returned 16.58%/yr vs 9.41%/yr for INKM. Their 0.78 correlation means they have sometimes moved together and sometimes differently. DIVD charges 0.49%/yr vs 0.50%/yr for INKM.
Performance
DIVD vs. INKM - Performance Comparison
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Returns By Period
In the year-to-date period, DIVD achieves a 17.92% return, which is significantly higher than INKM's 6.55% return.
DIVD
- 1D
- -0.29%
- 1M
- 2.99%
- 6M
- 10.96%
- YTD
- 17.92%
- 1Y
- 31.43%
- 3Y*
- 16.58%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.44%
INKM
- 1D
- -0.08%
- 1M
- -0.01%
- 6M
- 3.84%
- YTD
- 6.55%
- 1Y
- 11.75%
- 3Y*
- 9.41%
- 5Y*
- 4.22%
- 10Y*
- 5.35%
- ALL TIME*
- 5.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $90.64K | $113.22K | $112.98K | |
| $294.57K | $201.29K | $258.16K |
DIVD vs. INKM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DIVD Altrius Global Dividend ETF | 17.92% | 26.18% | 2.52% | 14.27% | 17.01% |
INKM SPDR SSgA Income Allocation ETF | 6.55% | 11.86% | 5.70% | 10.26% | 5.79% |
Correlation
The correlation between DIVD and INKM is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022 | 0.78 |
The correlation between DIVD and INKM has been stable across timeframes, ranging from 0.76 to 0.78 - a consistent structural relationship.
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Return for Risk
DIVD vs. INKM — Risk / Return Rank
DIVD
INKM
DIVD vs. INKM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Altrius Global Dividend ETF (DIVD) 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.
| DIVD | INKM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.37 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 4.53 | 2.58 | +1.95 |
| Martin ratioReturn relative to average drawdown | 17.76 | 10.16 | +7.59 |
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Drawdowns
DIVD vs. INKM - Drawdown Comparison
The maximum DIVD drawdown since its inception was -13.88%, smaller than the maximum INKM drawdown of -28.58%. Use the drawdown chart below to compare losses from any high point for DIVD and INKM.
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Drawdown Indicators
| DIVD | INKM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.88% | -28.58% | +14.70% |
Max Drawdown (1Y)Largest decline over 1 year | -6.70% | -4.55% | -2.15% |
Max Drawdown (3Y)Largest decline over 3 years | -13.88% | -7.36% | -6.52% |
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 | -0.29% | -0.45% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -2.16% | -3.66% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 1.15% | +0.56% |
Volatility
DIVD vs. INKM - Volatility Comparison
Altrius Global Dividend ETF (DIVD) has a higher volatility of 3.23% compared to SPDR SSgA Income Allocation ETF (INKM) at 1.25%. This indicates that DIVD'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
| DIVD | INKM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 1.25% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 4.70% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 6.01% | +5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.17% | 8.31% | +4.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 9.74% | +3.43% |
DIVD vs. INKM - Expense Ratio Comparison
DIVD has a 0.49% expense ratio, which is lower than INKM's 0.50% expense ratio.
Dividends
DIVD vs. INKM - Dividend Comparison
DIVD's dividend yield for the trailing twelve months is around 2.72%, less than INKM's 4.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVD Altrius Global Dividend ETF | 2.72% | 2.86% | 3.39% | 2.96% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INKM SPDR SSgA Income Allocation ETF | 4.78% | 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
DIVD and INKM have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIVD has higher volatility (3.23%) compared to INKM (1.25%). In terms of maximum drawdown, DIVD dropped -13.88% vs INKM's -28.58%.
On 3-year performance, DIVD leads with 16.58% vs 9.41% for INKM. On fees, DIVD is cheaper at 0.49% per year. On volatility, INKM has been the lower-risk option at 1.25%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, DIVD has performed better with a 16.58% return vs 9.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DIVD is cheaper with a 0.49% expense ratio, compared with 0.50% for INKM.
INKM has the higher dividend yield at 4.78%, compared with 2.72% for DIVD.
They also come from different issuers: Altrius and State Street. Their fees differ too: 0.49% for DIVD and 0.50% for INKM.
DIVD currently has the higher Sharpe Ratio (2.74 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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