INKM vs XOCT

Comparison between STATE STREET(R)INCOME ALLOCATION ETF (INKM, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - OCTOBER (XOCT, ETF).

INKM vs XOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INKM(ETF)	XOCT(ETF)
Net Assets	$76M	$76M
Expense Ratio	0.50%	0.85%
Max Drawdown	28.58%	10.00%
Sharpe Ratio	1.34	1.60
5Y Beta	0.30	0.43
5Y Dividends CAGR	7.49%	N/A

Net Assets

Winner

INKM

$76M

XOCT

$76M

Expense Ratio

Winner

INKM

0.50%

XOCT

0.85%

Max Drawdown

INKM

28.58%

Winner

XOCT

10.00%

Sharpe Ratio

INKM

1.34

Winner

XOCT

1.60

5Y Beta

Winner

INKM

0.30

XOCT

0.43

5Y Dividends CAGR

INKM

7.49%

XOCT

N/A

INKM vs XOCT - Historical Returns

Returns include dividend reinvestment.

Period	INKM	XOCT
1 month	+0.08%	+0.82%
3 months	+0.81%	+3.61%
6 months	+5.60%	+4.48%
1 year	+12.32%	+12.17%
5 years(CAGR)	+3.88%	N/A
10 years(CAGR)	+5.52%	N/A
Max(CAGR)	+5.20%	+10.38%

INKM

+0.08%

Winner

XOCT

+0.82%

INKM

+0.81%

Winner

XOCT

+3.61%

Winner

INKM

+5.60%

XOCT

+4.48%

Winner

INKM

+12.32%

XOCT

+12.17%

5Y(CAGR)

INKM

+3.88%

XOCT

N/A

10Y(CAGR)

INKM

+5.52%

XOCT

N/A

Max(CAGR)

INKM

+5.20%

Winner

XOCT

+10.38%

INKM vs XOCT - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	INKM	XOCT
2026	+4.89%	+3.88%
2025	+11.61%	+10.33%
2024	+5.87%	+7.03%
2023	+9.83%	+5.58%
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 XOCT Drawdown Comparison

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

The maximum drawdown for XOCT was -10.00%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current INKM drawdown is -0.77%. The current XOCT drawdown is -0.51%.

Rank	INKM	XOCT
#1	-28.58% Feb 20, 2020 - Dec 15, 2020	-10.00% Feb 19, 2025 - Jun 3, 2025
#2	-19.17% Nov 9, 2021 - Jul 31, 2024	-3.63% Feb 25, 2026 - Apr 10, 2026
#3	-12.32% Apr 15, 2015 - Jul 8, 2016	-2.13% Oct 28, 2025 - Nov 28, 2025
#4	-9.98% May 8, 2013 - Mar 31, 2014	-1.44% Oct 24, 2023 - Nov 1, 2023
#5	-9.33% Jan 26, 2018 - Apr 4, 2019	-1.35% Dec 6, 2024 - Jan 17, 2025
#6	-5.76% Apr 2, 2025 - May 7, 2025	-1.33% Jul 22, 2024 - Aug 13, 2024
#7	-5.60% Sep 7, 2016 - Feb 24, 2017	-1.05% Oct 18, 2024 - Nov 6, 2024
#8	-5.08% Sep 3, 2014 - Jan 20, 2015	-0.97% Jan 12, 2026 - Jan 26, 2026
#9	-4.55% Feb 25, 2026 - May 28, 2026	-0.90% Jan 28, 2026 - Feb 9, 2026
#10	-4.26% May 1, 2012 - Jul 2, 2012	-0.79% Feb 9, 2026 - Feb 25, 2026
#11	-4.09% Nov 29, 2024 - Mar 17, 2025	-0.79% Dec 11, 2025 - Dec 22, 2025
#12	-3.28% Oct 17, 2012 - Dec 11, 2012	-0.73% Nov 13, 2024 - Nov 25, 2024
#13	-3.22% Feb 25, 2015 - Apr 15, 2015	-0.70% Jul 28, 2025 - Aug 8, 2025
#14	-2.66% Jul 23, 2014 - Aug 25, 2014	-0.68% Jan 23, 2025 - Feb 6, 2025
#15	-2.45% Oct 27, 2025 - Nov 28, 2025	-0.60% Jun 12, 2025 - Jun 23, 2025