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INKM vs BIB

Comparison between STATE STREET(R)INCOME ALLOCATION ETF (INKM, ETF) and PROSHARES ULTRA NASDAQ BIOTECHNOLOGY (BIB, ETF).

5-Year PerformanceINKM has outperformed BIB, delivering a return of +3.9% compared to -0.8%

INKM vs BIB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
INKM
$76M
Winner
BIB
$76M
Expense Ratio
INKM
0.50%
BIB
N/A
Max Drawdown
Winner
INKM
28.58%
BIB
67.24%
Sharpe Ratio
INKM
1.34
Winner
BIB
1.57
5Y Beta
Winner
INKM
0.30
BIB
1.51
P/E Ratio
INKM
N/A
BIB
-45.44
5Y Dividends CAGR
INKM
7.49%
BIB
N/A
Debt to Equity
INKM
N/A
BIB
65.72%
P/S Ratio
INKM
N/A
BIB
6.56
P/B Ratio
INKM
N/A
BIB
4.68

INKM vs BIB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
INKM
+0.08%
BIB
-3.11%
3M
Winner
INKM
+0.81%
BIB
-1.84%
6M
Winner
INKM
+5.60%
BIB
-0.92%
1Y
INKM
+12.32%
Winner
BIB
+79.08%
5Y(CAGR)
Winner
INKM
+3.88%
BIB
-0.79%
10Y(CAGR)
Winner
INKM
+5.52%
BIB
+5.49%
Max(CAGR)
INKM
+5.20%
Winner
BIB
+16.00%

INKM vs BIB - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearINKMBIB
2026+4.89%+0.81%
2025+11.61%+57.12%
2024+5.87%-13.29%
2023+9.83%+0.43%
2022-12.40%-29.88%
2021+9.33%-4.77%
2020+2.96%+41.55%
2019+17.22%+43.60%
2018-5.14%-28.47%
2017+13.72%+35.43%
2016+7.38%-40.15%
2015-4.86%+11.86%
2014+9.49%+66.93%
2013+2.00%+144.02%
2012+6.10%+64.72%
2011N/A+13.41%
2010N/A+0.29%

INKM vs BIB Drawdown Comparison

The maximum drawdown for INKM was -28.58%, occurring on Mar 23, 2020. Recovery took 208 trading sessions.

The maximum drawdown for BIB was -67.24%, occurring on Jun 27, 2016. Recovery took 1389 trading sessions.

The current INKM drawdown is -0.77%. The current BIB drawdown is -26.00%.

RankINKMBIB
#1-28.58%
Feb 20, 2020 - Dec 15, 2020
-67.24%
Jul 20, 2015 - Jan 25, 2021
#2-19.17%
Nov 9, 2021 - Jul 31, 2024
-66.19%
Feb 8, 2021 - Apr 8, 2025
#3-12.32%
Apr 15, 2015 - Jul 8, 2016
-40.88%
May 12, 2011 - Jan 18, 2012
#4-9.98%
May 8, 2013 - Mar 31, 2014
-39.01%
Feb 25, 2014 - Sep 24, 2014
#5-9.33%
Jan 26, 2018 - Apr 4, 2019
-36.30%
Apr 15, 2010 - Dec 17, 2010
#6-5.76%
Apr 2, 2025 - May 7, 2025
-24.73%
Oct 5, 2012 - Mar 1, 2013
#7-5.60%
Sep 7, 2016 - Feb 24, 2017
-20.33%
May 14, 2013 - Jul 11, 2013
#8-5.08%
Sep 3, 2014 - Jan 20, 2015
-17.74%
Mar 20, 2015 - Jun 18, 2015
#9-4.55%
Feb 25, 2026 - May 28, 2026
-17.57%
Oct 1, 2013 - Nov 22, 2013
#10-4.26%
May 1, 2012 - Jul 2, 2012
-16.83%
Sep 24, 2014 - Oct 23, 2014
#11-4.09%
Nov 29, 2024 - Mar 17, 2025
-13.85%
Dec 19, 2014 - Jan 20, 2015
#12-3.28%
Oct 17, 2012 - Dec 11, 2012
-13.72%
Aug 2, 2013 - Sep 5, 2013
#13-3.22%
Feb 25, 2015 - Apr 15, 2015
-13.27%
Jan 22, 2014 - Feb 11, 2014
#14-2.66%
Jul 23, 2014 - Aug 25, 2014
-13.06%
Dec 9, 2014 - Dec 19, 2014
#15-2.45%
Oct 27, 2025 - Nov 28, 2025
-11.31%
Jun 22, 2015 - Jul 14, 2015

Correlation

Correlation between INKM and BIB is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

Dividend Comparison (2010 - 2026)

INKM vs BIB dividend yield comparison.

YearINKMBIB
20260.68%0.01%
20255.82%0.77%
20244.83%1.69%
20234.56%0.07%
20225.03%0.03%
20213.74%0.00%
20203.88%0.00%
20194.38%0.00%
20184.08%0.00%
20173.10%0.00%
20163.39%0.00%
20153.45%0.00%
20143.47%0.00%
20134.08%0.00%
20123.50%0.00%
20100.00%0.15%

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