INKM vs USOY
Comparison between STATE STREET(R)INCOME ALLOCATION ETF (INKM, ETF) and DEFIANCE OIL ENHANCED OPTIONS INCOME ETF (USOY, ETF).
INKM vs USOY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
INKM
$76M
USOY
$76M
Expense Ratio
Winner
INKM
0.50%
USOY
1.12%
Max Drawdown
Winner
INKM
28.58%
USOY
68.34%
Sharpe Ratio
INKM
1.34
Winner
USOY
1.41
5Y Beta
INKM
0.30
Winner
USOY
0.15
5Y Dividends CAGR
INKM
7.49%
USOY
N/A
INKM vs USOY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INKM
+0.08%
USOY
-5.40%
3M
INKM
+0.81%
Winner
USOY
+23.14%
6M
INKM
+5.60%
Winner
USOY
+52.13%
1Y
INKM
+12.32%
Winner
USOY
+51.78%
5Y(CAGR)
INKM
+3.88%
USOY
N/A
10Y(CAGR)
INKM
+5.52%
USOY
N/A
Max(CAGR)
INKM
+5.20%
Winner
USOY
+23.42%
INKM vs USOY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | INKM | USOY |
|---|---|---|
| 2026 | +4.89% | +56.20% |
| 2025 | +11.61% | -8.48% |
| 2024 | +5.87% | +7.42% |
| 2023 | +9.83% | N/A |
| 2022 | -12.40% | N/A |
| 2021 | +9.33% | N/A |
| 2020 | +2.96% | N/A |
| 2019 | +17.22% | N/A |
| 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 USOY Drawdown Comparison
The maximum drawdown for INKM was -28.58%, occurring on Mar 23, 2020. Recovery took 208 trading sessions.
The maximum drawdown for USOY was -17.38%, occurring on Apr 8, 2025. Recovery took 272 trading sessions.
The current INKM drawdown is -0.77%. The current USOY drawdown is -8.35%.
| Rank | INKM | USOY |
|---|---|---|
| #1 | -28.58% Feb 20, 2020 - Dec 15, 2020 | -17.38% Jan 17, 2025 - Feb 19, 2026 |
| #2 | -19.17% Nov 9, 2021 - Jul 31, 2024 | -14.20% Jul 5, 2024 - Dec 30, 2024 |
| #3 | -12.32% Apr 15, 2015 - Jul 8, 2016 | -13.88% Apr 6, 2026 - Apr 29, 2026 |
| #4 | -9.98% May 8, 2013 - Mar 31, 2014 | -11.52% May 19, 2026 - May 29, 2026 |
| #5 | -9.33% Jan 26, 2018 - Apr 4, 2019 | -8.85% Apr 29, 2026 - May 19, 2026 |
| #6 | -5.76% Apr 2, 2025 - May 7, 2025 | -6.18% Mar 20, 2026 - Mar 27, 2026 |
| #7 | -5.60% Sep 7, 2016 - Feb 24, 2017 | -5.84% May 28, 2024 - Jun 20, 2024 |
| #8 | -5.08% Sep 3, 2014 - Jan 20, 2015 | -2.51% May 17, 2024 - May 28, 2024 |
| #9 | -4.55% Feb 25, 2026 - May 28, 2026 | -1.96% May 13, 2024 - May 17, 2024 |
| #10 | -4.26% May 1, 2012 - Jul 2, 2012 | -1.83% Mar 6, 2026 - Mar 10, 2026 |
| #11 | -4.09% Nov 29, 2024 - Mar 17, 2025 | -1.25% Mar 18, 2026 - Mar 20, 2026 |
| #12 | -3.28% Oct 17, 2012 - Dec 11, 2012 | -0.97% Mar 30, 2026 - Apr 2, 2026 |
| #13 | -3.22% Feb 25, 2015 - Apr 15, 2015 | -0.72% Jun 24, 2024 - Jun 27, 2024 |
| #14 | -2.66% Jul 23, 2014 - Aug 25, 2014 | -0.70% Jan 7, 2025 - Jan 10, 2025 |
| #15 | -2.45% Oct 27, 2025 - Nov 28, 2025 | -0.35% Jan 3, 2025 - Jan 7, 2025 |
Correlation
Correlation between INKM and USOY is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2012 - 2026)
INKM vs USOY dividend yield comparison.
| Year | INKM | USOY |
|---|---|---|
| 2026 | 0.68% | 21.36% |
| 2025 | 5.82% | 104.32% |
| 2024 | 4.83% | 48.60% |
| 2023 | 4.56% | 0.00% |
| 2022 | 5.03% | 0.00% |
| 2021 | 3.74% | 0.00% |
| 2020 | 3.88% | 0.00% |
| 2019 | 4.38% | 0.00% |
| 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% |
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