OCIO vs. INKM ETF Comparison
Comparison of ClearShares OCIO ETF (OCIO) to SPDR SSgA Income Allocation ETF (INKM)
OCIO
ClearShares OCIO ETF
OCIO Description
The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.
Grade (RS Rating)
Last Trade
$30.92
Average Daily Volume
891
Number of Holdings
*
13
* may have additional holdings in another (foreign) market
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
$30.10
Average Daily Volume
7,836
Number of Holdings
*
13
* may have additional holdings in another (foreign) market
Performance
Period | OCIO | INKM |
---|---|---|
30 Days | -2.48% | -1.91% |
60 Days | -0.90% | -0.73% |
90 Days | 1.30% | -0.37% |
12 Months | 7.73% | 3.59% |
1 Overlapping Holdings
Symbol | Grade | Weight in OCIO | Weight in INKM | Overlap | |
---|---|---|---|---|---|
BIL | A | 2.56% | 5.83% | 2.56% |
OCIO: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
U.S. Treasury
Bond
Bloomberg Barclays Us Aggregate Bond Index
Bond Market
U.S. Government
Stock Market Index
Bond Market Indices
Exchange Traded Funds
Government Bonds
Fixed Income
Index Fund
Merrill Lynch
Yield
Barclays
Bear Market ETF
Betashares
Bond Fund
Corporate Bond
INKM: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Index Fund
Real Estate Investment Trust
Bond
Dividend
Barclays
Bond Market Index
Bond Market Indices
Dividend Yield
Preferred Stock
State Street Global Advisors
Stock Fund
Blackstone
Bloomberg Barclays Us Aggregate Bond Index
Bloomberg L.P.
Collateralized Debt Obligation
Convertible Bond
Convertibles
Currency