INKM vs. INCM
Compare and contrast key facts about SPDR SSgA Income Allocation ETF (INKM) and Franklin Income Focus ETF (INCM).
INKM and INCM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INKM is an actively managed fund by State Street. It was launched on Apr 25, 2012. INCM is an actively managed fund by Franklin. It was launched on Jun 6, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INKM or INCM.
Correlation
The correlation between INKM and INCM is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
INKM vs. INCM - Performance Comparison
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Key characteristics
INKM:
1.01
INCM:
0.96
INKM:
1.43
INCM:
1.36
INKM:
1.20
INCM:
1.20
INKM:
1.21
INCM:
1.00
INKM:
4.84
INCM:
4.33
INKM:
1.55%
INCM:
1.80%
INKM:
7.74%
INCM:
8.35%
INKM:
-28.58%
INCM:
-7.84%
INKM:
-0.19%
INCM:
-0.43%
Returns By Period
In the year-to-date period, INKM achieves a 3.46% return, which is significantly lower than INCM's 4.10% return.
INKM
3.46%
2.62%
1.64%
7.74%
4.90%
6.36%
4.07%
INCM
4.10%
4.68%
2.04%
7.99%
N/A
N/A
N/A
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INKM vs. INCM - Expense Ratio Comparison
INKM has a 0.50% expense ratio, which is higher than INCM's 0.38% expense ratio.
Risk-Adjusted Performance
INKM vs. INCM — Risk-Adjusted Performance Rank
INKM
INCM
INKM vs. INCM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSgA Income Allocation ETF (INKM) and Franklin Income Focus ETF (INCM). 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.
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Dividends
INKM vs. INCM - Dividend Comparison
INKM's dividend yield for the trailing twelve months is around 4.67%, less than INCM's 5.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INKM SPDR SSgA Income Allocation ETF | 4.67% | 4.83% | 4.56% | 5.03% | 3.74% | 3.88% | 4.38% | 4.08% | 3.10% | 3.39% | 3.45% | 3.47% |
INCM Franklin Income Focus ETF | 5.39% | 5.07% | 3.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
INKM vs. INCM - Drawdown Comparison
The maximum INKM drawdown since its inception was -28.58%, which is greater than INCM's maximum drawdown of -7.84%. Use the drawdown chart below to compare losses from any high point for INKM and INCM. For additional features, visit the drawdowns tool.
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Volatility
INKM vs. INCM - Volatility Comparison
The current volatility for SPDR SSgA Income Allocation ETF (INKM) is 1.74%, while Franklin Income Focus ETF (INCM) has a volatility of 1.94%. This indicates that INKM experiences smaller price fluctuations and is considered to be less risky than INCM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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