INKM vs. ADFI ETF Comparison

Comparison of SPDR SSgA Income Allocation ETF (INKM) to Anfield Dynamic Fixed Income ETF (ADFI)
INKM

SPDR SSgA Income Allocation ETF

INKM Description

The investment seeks to provide total return by focusing on investments in income and yield-generating assets. The fund invests substantially all of its assets in the SSgA Income Allocation Portfolio, a separate series of the SSgA Master Trust with an identical investment objective as the fund. As a result, the fund invests indirectly through the Portfolio. It invests the assets of the Portfolio among ETPs that provide exposure to four primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment grade and high yield debt securities; (iii) hybrid equity/debt securities; and (iv) REITs.

Grade (RS Rating)

Last Trade

$30.45

Average Daily Volume

7,768

Number of Holdings *

13

* may have additional holdings in another (foreign) market
ADFI

Anfield Dynamic Fixed Income ETF

ADFI Description The investment seeks to provide total return with capital preservation as a secondary objective. The fund is an actively managed ETF that is a fund of funds, meaning that it primarily invests its assets in securities of other ETFs. It normally invests at least 80% of its net assets, including any borrowings for investment purposes, in other unaffiliated ETFs that invest in any facet of the global debt markets, including corporate bonds, U.S. government and agency securities, private debt, foreign sovereign bonds, convertible securities, bank loans, asset-backed securities, mortgage-backed securities, and cash equivalent instruments.

Grade (RS Rating)

Last Trade

$8.32

Average Daily Volume

23,378

Number of Holdings *

6

* may have additional holdings in another (foreign) market
Performance
Period INKM ADFI
30 Days -1.80% -1.90%
60 Days -0.65% -1.55%
90 Days -0.94% -2.81%
12 Months 5.57% 0.57%
0 Overlapping Holdings
Symbol Grade Weight in INKM Weight in ADFI Overlap
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