USOY vs INKM
Comparison between DEFIANCE OIL ENHANCED OPTIONS INCOME ETF (USOY, ETF) and STATE STREET(R)INCOME ALLOCATION ETF (INKM, ETF).
USOY vs INKM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USOY
$76M
Winner
INKM
$76M
Expense Ratio
USOY
1.12%
Winner
INKM
0.50%
Max Drawdown
USOY
68.34%
Winner
INKM
28.58%
Sharpe Ratio
Winner
USOY
1.41
INKM
1.34
5Y Beta
Winner
USOY
0.15
INKM
0.30
5Y Dividends CAGR
USOY
N/A
INKM
7.49%
USOY vs INKM - Historical Returns
Returns include dividend reinvestment.
1M
USOY
-5.40%
Winner
INKM
+0.08%
3M
Winner
USOY
+23.14%
INKM
+0.81%
6M
Winner
USOY
+52.13%
INKM
+5.60%
1Y
Winner
USOY
+51.78%
INKM
+12.32%
5Y(CAGR)
USOY
N/A
INKM
+3.88%
10Y(CAGR)
USOY
N/A
INKM
+5.52%
Max(CAGR)
Winner
USOY
+23.42%
INKM
+5.20%
USOY vs INKM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | USOY | INKM |
|---|---|---|
| 2026 | +56.20% | +4.89% |
| 2025 | -8.48% | +11.61% |
| 2024 | +7.42% | +5.87% |
| 2023 | N/A | +9.83% |
| 2022 | N/A | -12.40% |
| 2021 | N/A | +9.33% |
| 2020 | N/A | +2.96% |
| 2019 | N/A | +17.22% |
| 2018 | N/A | -5.14% |
| 2017 | N/A | +13.72% |
| 2016 | N/A | +7.38% |
| 2015 | N/A | -4.86% |
| 2014 | N/A | +9.49% |
| 2013 | N/A | +2.00% |
| 2012 | N/A | +6.10% |
USOY vs INKM Drawdown Comparison
The maximum drawdown for USOY was -17.38%, occurring on Apr 8, 2025. Recovery took 272 trading sessions.
The maximum drawdown for INKM was -28.58%, occurring on Mar 23, 2020. Recovery took 208 trading sessions.
The current USOY drawdown is -8.35%. The current INKM drawdown is -0.77%.
| Rank | USOY | INKM |
|---|---|---|
| #1 | -17.38% Jan 17, 2025 - Feb 19, 2026 | -28.58% Feb 20, 2020 - Dec 15, 2020 |
| #2 | -14.20% Jul 5, 2024 - Dec 30, 2024 | -19.17% Nov 9, 2021 - Jul 31, 2024 |
| #3 | -13.88% Apr 6, 2026 - Apr 29, 2026 | -12.32% Apr 15, 2015 - Jul 8, 2016 |
| #4 | -11.52% May 19, 2026 - May 29, 2026 | -9.98% May 8, 2013 - Mar 31, 2014 |
| #5 | -8.85% Apr 29, 2026 - May 19, 2026 | -9.33% Jan 26, 2018 - Apr 4, 2019 |
| #6 | -6.18% Mar 20, 2026 - Mar 27, 2026 | -5.76% Apr 2, 2025 - May 7, 2025 |
| #7 | -5.84% May 28, 2024 - Jun 20, 2024 | -5.60% Sep 7, 2016 - Feb 24, 2017 |
| #8 | -2.51% May 17, 2024 - May 28, 2024 | -5.08% Sep 3, 2014 - Jan 20, 2015 |
| #9 | -1.96% May 13, 2024 - May 17, 2024 | -4.55% Feb 25, 2026 - May 28, 2026 |
| #10 | -1.83% Mar 6, 2026 - Mar 10, 2026 | -4.26% May 1, 2012 - Jul 2, 2012 |
| #11 | -1.25% Mar 18, 2026 - Mar 20, 2026 | -4.09% Nov 29, 2024 - Mar 17, 2025 |
| #12 | -0.97% Mar 30, 2026 - Apr 2, 2026 | -3.28% Oct 17, 2012 - Dec 11, 2012 |
| #13 | -0.72% Jun 24, 2024 - Jun 27, 2024 | -3.22% Feb 25, 2015 - Apr 15, 2015 |
| #14 | -0.70% Jan 7, 2025 - Jan 10, 2025 | -2.66% Jul 23, 2014 - Aug 25, 2014 |
| #15 | -0.35% Jan 3, 2025 - Jan 7, 2025 | -2.45% Oct 27, 2025 - Nov 28, 2025 |
Correlation
Correlation between USOY and INKM 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)
USOY vs INKM dividend yield comparison.
| Year | USOY | INKM |
|---|---|---|
| 2026 | 21.36% | 0.68% |
| 2025 | 104.32% | 5.82% |
| 2024 | 48.60% | 4.83% |
| 2023 | 0.00% | 4.56% |
| 2022 | 0.00% | 5.03% |
| 2021 | 0.00% | 3.74% |
| 2020 | 0.00% | 3.88% |
| 2019 | 0.00% | 4.38% |
| 2018 | 0.00% | 4.08% |
| 2017 | 0.00% | 3.10% |
| 2016 | 0.00% | 3.39% |
| 2015 | 0.00% | 3.45% |
| 2014 | 0.00% | 3.47% |
| 2013 | 0.00% | 4.08% |
| 2012 | 0.00% | 3.50% |
Select Stocks to Compare
Popular: USOY vs SPYINKM vs SPY
More Comparisons
Compare with similar stocks