INKM vs NULC

Comparison between STATE STREET(R)INCOME ALLOCATION ETF (INKM, ETF) and NUVEEN ESG LARGE-CAP ETF (NULC, ETF).

5-Year PerformanceNULC has outperformed INKM, delivering a return of +10.8% compared to +4.0%

INKM vs NULC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INKM(ETF)	NULC(ETF)
Net Assets	$75M	$75M
Expense Ratio	0.50%	0.21%
Max Drawdown	28.58%	34.86%
Sharpe Ratio	1.43	1.36
5Y Beta	0.30	0.95
P/E Ratio	N/A	28.67
Forward P/E	N/A	22.19
PEG Ratio	N/A	0.51
5Y Dividends CAGR	7.49%	28.20%
5Y EPS CAGR	N/A	27.50%
Debt to Equity	N/A	-29.96%
P/S Ratio	N/A	3.64
P/B Ratio	N/A	5.67

Net Assets

INKM

$75M

Winner

NULC

$75M

Expense Ratio

INKM

0.50%

Winner

NULC

0.21%

Max Drawdown

Winner

INKM

28.58%

NULC

34.86%

Sharpe Ratio

Winner

INKM

1.43

NULC

1.36

5Y Beta

Winner

INKM

0.30

NULC

0.95

P/E Ratio

INKM

N/A

NULC

28.67

Forward P/E

INKM

N/A

NULC

22.19

PEG Ratio

INKM

N/A

NULC

0.51

5Y Dividends CAGR

INKM

7.49%

Winner

NULC

28.20%

5Y EPS CAGR

INKM

N/A

NULC

27.50%

Debt to Equity

INKM

N/A

NULC

-29.96%

P/S Ratio

INKM

N/A

NULC

3.64

P/B Ratio

INKM

N/A

NULC

5.67

INKM vs NULC - Historical Returns

Returns include dividend reinvestment.

Period	INKM	NULC
1 month	+1.01%	+1.83%
3 months	+3.48%	+13.95%
6 months	+6.66%	+11.84%
1 year	+12.62%	+23.13%
5 years(CAGR)	+3.97%	+10.79%
10 years(CAGR)	+5.68%	N/A
Max(CAGR)	+5.27%	+15.29%

INKM

+1.01%

Winner

NULC

+1.83%

INKM

+3.48%

Winner

NULC

+13.95%

INKM

+6.66%

Winner

NULC

+11.84%

INKM

+12.62%

Winner

NULC

+23.13%

5Y(CAGR)

INKM

+3.97%

Winner

NULC

+10.79%

10Y(CAGR)

INKM

+5.68%

NULC

N/A

Max(CAGR)

INKM

+5.27%

Winner

NULC

+15.29%

INKM vs NULC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	INKM	NULC
2026	+5.99%	+11.52%
2025	+11.61%	+16.03%
2024	+5.87%	+19.28%
2023	+9.83%	+22.98%
2022	-12.40%	-20.16%
2021	+9.33%	+27.44%
2020	+2.96%	+21.57%
2019	+17.22%	+16.89%
2018	-5.14%	N/A
2017	+13.72%	N/A
2016	+7.38%	N/A
2015	-4.86%	N/A
2014	+9.49%	N/A
2013	+2.00%	N/A
2012	+6.10%	N/A

INKM vs NULC Drawdown Comparison

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

The maximum drawdown for NULC was -34.86%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current NULC drawdown is -2.68%.

Rank	INKM	NULC
#1	-28.58% Feb 20, 2020 - Dec 15, 2020	-34.86% Feb 19, 2020 - Aug 12, 2020
#2	-19.17% Nov 9, 2021 - Jul 31, 2024	-27.85% Nov 8, 2021 - Feb 2, 2024
#3	-12.32% Apr 15, 2015 - Jul 8, 2016	-18.49% Dec 4, 2024 - Jun 26, 2025
#4	-9.98% May 8, 2013 - Mar 31, 2014	-8.91% Jan 29, 2026 - Apr 15, 2026
#5	-9.33% Jan 26, 2018 - Apr 4, 2019	-8.86% Sep 2, 2020 - Nov 9, 2020
#6	-5.76% Apr 2, 2025 - May 7, 2025	-8.75% Jul 16, 2024 - Sep 16, 2024
#7	-5.60% Sep 7, 2016 - Feb 24, 2017	-6.24% Mar 28, 2024 - May 21, 2024
#8	-5.08% Sep 3, 2014 - Jan 20, 2015	-5.65% Oct 28, 2025 - Dec 10, 2025
#9	-4.55% Feb 25, 2026 - May 28, 2026	-5.57% Jul 24, 2019 - Sep 12, 2019
#10	-4.26% May 1, 2012 - Jul 2, 2012	-5.34% Sep 3, 2021 - Oct 21, 2021
#11	-4.09% Nov 29, 2024 - Mar 17, 2025	-5.32% Feb 16, 2021 - Mar 15, 2021
#12	-3.28% Oct 17, 2012 - Dec 11, 2012	-4.92% Jun 2, 2026 - Jun 10, 2026
#13	-3.22% Feb 25, 2015 - Apr 15, 2015	-4.20% Apr 26, 2021 - Jun 4, 2021
#14	-2.66% Jul 23, 2014 - Aug 25, 2014	-3.95% Jan 20, 2021 - Feb 4, 2021
#15	-2.45% Oct 27, 2025 - Nov 28, 2025	-3.72% Sep 12, 2019 - Oct 21, 2019

Correlation

Correlation between INKM and NULC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

INKM vs NULC dividend yield comparison.

Year	INKM	NULC
2026	0.67%	0.00%
2025	5.82%	10.17%
2024	4.83%	1.86%
2023	4.56%	1.32%
2022	5.03%	2.37%
2021	3.74%	6.14%
2020	3.88%	4.07%
2019	4.38%	0.77%
2018	4.08%	0.00%
2017	3.10%	0.00%
2016	3.39%	0.00%
2015	3.45%	0.00%
2014	3.47%	0.00%
2013	4.08%	0.00%
2012	3.50%	0.00%