INKM vs. SPVU ETF Comparison
Comparison of SPDR SSgA Income Allocation ETF (INKM) to PowerShares S&P 500 Value Portfolio (SPVU)
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
$32.50
Average Daily Volume
19,104
14
SPVU
PowerShares S&P 500 Value Portfolio
SPVU Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. The fund is non-diversified.Grade (RS Rating)
Last Trade
$53.67
Average Daily Volume
6,863
99
Performance
| Period | INKM | SPVU |
|---|---|---|
| 30 Days | 0.63% | 6.88% |
| 60 Days | -0.86% | 8.56% |
| 90 Days | 1.01% | 8.93% |
| 12 Months | 15.10% | 34.86% |
0 Overlapping Holdings
| Symbol | Grade | Weight in INKM | Weight in SPVU | Overlap |
|---|
INKM Underweight 99 Positions Relative to SPVU
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -5.7% | |
| BAC | A | -5.25% | |
| BRK.A | B | -5.16% | |
| WFC | A | -4.93% | |
| XOM | B | -4.91% | |
| CVX | A | -4.54% | |
| T | A | -3.92% | |
| CMCSA | B | -3.39% | |
| VZ | C | -2.85% | |
| C | A | -2.63% | |
| CVS | D | -2.46% | |
| GM | B | -2.39% | |
| CI | F | -1.81% | |
| MPC | D | -1.63% | |
| COF | B | -1.61% | |
| VLO | C | -1.59% | |
| PSX | C | -1.58% | |
| USB | A | -1.43% | |
| PNC | B | -1.43% | |
| F | C | -1.43% | |
| MCK | B | -1.38% | |
| EMR | A | -1.27% | |
| FDX | B | -1.25% | |
| AIG | B | -1.24% | |
| DAL | C | -1.07% | |
| BK | A | -1.04% | |
| UAL | A | -1.0% | |
| CNC | D | -0.99% | |
| KR | B | -0.96% | |
| DHI | D | -0.94% | |
| ADM | D | -0.93% | |
| PRU | A | -0.9% | |
| MTB | A | -0.84% | |
| LEN | D | -0.83% | |
| CHTR | C | -0.82% | |
| HUM | C | -0.76% | |
| NUE | C | -0.76% | |
| ACGL | D | -0.73% | |
| COR | B | -0.73% | |
| SYF | B | -0.63% | |
| HIG | B | -0.63% | |
| VICI | C | -0.6% | |
| STT | A | -0.6% | |
| HPE | B | -0.58% | |
| ETR | B | -0.57% | |
| FITB | A | -0.56% | |
| KHC | F | -0.56% | |
| CINF | A | -0.55% | |
| HBAN | A | -0.53% | |
| RF | A | -0.52% | |
| PHM | D | -0.51% | |
| ED | D | -0.5% | |
| HPQ | B | -0.5% | |
| FANG | D | -0.49% | |
| CFG | B | -0.46% | |
| STLD | B | -0.45% | |
| EG | C | -0.44% | |
| DVN | F | -0.44% | |
| BG | F | -0.44% | |
| WBD | C | -0.42% | |
| TSN | B | -0.4% | |
| NRG | B | -0.38% | |
| BALL | D | -0.38% | |
| APTV | D | -0.37% | |
| LYB | F | -0.37% | |
| L | A | -0.37% | |
| JBL | B | -0.36% | |
| BAX | D | -0.36% | |
| BBY | D | -0.35% | |
| LUV | C | -0.33% | |
| MOH | F | -0.33% | |
| TAP | C | -0.32% | |
| KEY | B | -0.32% | |
| PFG | D | -0.32% | |
| MRO | B | -0.3% | |
| KMX | B | -0.28% | |
| VTRS | A | -0.26% | |
| SW | A | -0.25% | |
| EVRG | A | -0.24% | |
| FOXA | B | -0.24% | |
| MOS | F | -0.24% | |
| CAG | D | -0.24% | |
| AIZ | A | -0.23% | |
| GL | B | -0.22% | |
| UHS | D | -0.21% | |
| BWA | D | -0.2% | |
| SOLV | C | -0.2% | |
| LKQ | D | -0.2% | |
| CZR | F | -0.19% | |
| EMN | D | -0.18% | |
| APA | D | -0.17% | |
| PNW | B | -0.16% | |
| PARA | C | -0.15% | |
| CE | F | -0.15% | |
| BEN | C | -0.15% | |
| FMC | D | -0.15% | |
| HII | D | -0.14% | |
| WBA | F | -0.14% | |
| MHK | D | -0.11% |
INKM: Top Represented Industries & Keywords
SPVU: Top Represented Industries & Keywords
Compare ETFs
