SPDR SSGA Income Allocation ETF

$33.88

Key Metrics

TER 0.50% per year
Distribution policy Distributing
Fund size USD 72 M
Inception date April 25, 2012
Holdings 15
Fund currency USD
Fund domicile US
Provider SPDR
For full official fund details, factsheets, and holdings, visit ssga.com (opens in new tab).

Compare similar ETFs

Fund Size
Dividend
Fees
Current
SSGA Income Allocation ETF INKM
Fund Size
$82.9M
Dividend
4.7%
Fees
0.50%

Historical Return

Last updated: Nov 01, 2026
1 Year +2.8% +4.7% Div
3 Years (avg.) +6.3% +4.7% Div
5 Years (avg.) -1.0% +4.7% Div

Risk & Analysis Metrics

Last updated: Nov 01, 2026

Volatility

6.34% 1 Year
7.28% 3 Years
8.55% 5 Years
9.89% 10 Years

Max Drawdown

-5.54% 1 Year
-9.14% 3 Years
-23.10% 5 Years
-28.58% 10 Years

Sharpe Ratio

-0.25 1 Year
0.25 3 Years
-0.58 5 Years
-0.29 10 Years

Return Triangle (Heatmap)

Last updated: Nov 01, 2026
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2012 2.4% 0.1% 2.0% -0.6% 0.3% 1.9% 0.3% 1.7% 1.3% 1.7% -0.1% 0.3% 0.4% 0.7%
2013 -2.1% 1.8% -1.6% -0.3% 1.7% -0.1% 1.6% 1.2% 1.6% -0.3% 0.1% 0.2% 0.6%
2014 5.8% -1.3% 0.4% 2.7% 0.3% 2.2% 1.7% 2.1% -0.1% 0.3% 0.4% 0.8%
2015 -8.0% -2.2% 1.7% -1.0% 1.5% 1.0% 1.6% -0.9% -0.2% -0.1% 0.4%
2016 3.9% 7.0% 1.4% 4.0% 2.9% 3.3% 0.2% 0.8% 0.8% 1.2%
2017 10.2% 0.2% 4.0% 2.7% 3.2% -0.4% 0.3% 0.4% 1.0%
2018 -8.8% 1.1% 0.3% 1.5% -2.4% -1.2% -0.9% -0.1%
2019 12.1% 5.2% 5.2% -0.7% 0.4% 0.5% 1.2%
2020 -1.3% 1.9% -4.6% -2.4% -1.7% -0.6%
2021 5.3% -6.2% -2.7% -1.8% -0.4%
2022 -16.5% -6.5% -4.1% -1.8%
2023 4.8% 2.9% 3.7%
2024 0.9% 3.1%
2025 5.4%

Distributions

*by ETF Portfolio Weight Last updated: Nov 01, 2026

Profit Margin Distribution

< 0%
0%
1y 3y N/A N/A
0 - 5%
0%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
0%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
0%
1y 3y N/A N/A
30 - 40%
100%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
0%
1y 3y N/A N/A
0 - 10
0%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
0%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.0%
1y 3y N/A N/A
Large Cap
0.0%
1y 3y N/A N/A
Mega Cap
100.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Nov 01, 2026
100.0% Top 5 Holdings
100.0% Top 10 Holdings
100.0% Top 50 Holdings
100.0% Top 100 Holdings
Top 5 Companies
LOWC State Street My2026 Municipal Bond ETF
100.0%

Latest News

3 days ago • 247wallst.com

America’s Biggest Bank Turned $1,000 Into $5,559 in Ten Years, Beating the S&P 500 by $1,519

JPMorgan just raised its dividend, and the bank's decade-long run has left the S&P 500 well behind. But with earnings running above management's ow...

3 days ago • 247wallst.com

Even After a 5% Dividend Raise, UnitedHealth Has Left $1,000 From Ten Years Ago at $2,993 While the S&P 500 Topped $4,000

UnitedHealth once looked like the safest name in health care, and its dividend keeps climbing anyway. So why has a five-year holder gone nowhere wh...

3 days ago • 247wallst.com

Caterpillar Has Fallen 44% From Its June High, but $1,000 Invested Ten Years Ago Is Still Worth $7,785

AI data center demand sent Caterpillar soaring to a record, then oil, bond yields and tariff costs dragged it back down. Long-term holders still ca...

Average metrics of all companies in portfolio

Last updated: Nov 15, 2026
Market
Average
Market Cap The market value of the company. It's calculated by multiplying the share price by the number of outstanding shares. $1.19T -
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 2.07% 1.62%
Beta Indicates the relationship between the price performance of a share and the market. 1.0 -
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. - 23.53
Negative P/E Ratio a negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything - -
Profitable Companies -
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. - 6.74
Price to Sales Ratio Market cap divided by the revenue in the most recent year. - 3.49
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company - 6.14
Market
Average
Enterprise Value to EBIT Enterprise Value divided by EBIT - 13.64
Enterprise Value to Revenue Enterprise value divided by revenue - 5.06
Total Debt to Enterprise Value Total debt divided by enterprise value 0.0 0.17
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. 0.08 0.97
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 30.71% 15.77%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. - +15.1%
Return on Equity Equity divided by market cap. 41.44% 24.28%
Return on Assets Indicates a company's profitability in relation to its total assets. 32.58% 7.76%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 29.21% 14.06%

Sectors

Financial Services 9.0%
Other 91.0%

Countries

United States 83.7%
Japan 1.8%
Canada 1.4%
Mexico 1.3%
Australia 1.2%
China 1.1%
Switzerland 1.1%
Brazil 0.8%
Ireland 0.7%
South Korea 0.7%
Singapore 0.6%
Taiwan 0.6%
Hong Kong 0.4%
Other 0.4%
United Kingdom 0.4%
India 0.4%
Malaysia 0.3%
Indonesia 0.3%
Thailand 0.3%
South Africa 0.2%
Poland 0.2%
Colombia 0.2%
Israel 0.2%
Netherlands 0.2%
Czech Republic 0.2%
Philippines 0.2%
Romania 0.2%
Hungary 0.2%
Chile 0.2%
Bermuda 0.2%
Peru 0.2%
Turkey 0.2%
Denmark 0.1%
Italy 0.1%
Luxembourg 0.0%
Cyprus 0.0%
Sweden 0.0%
Other 0.0%

Stock Screener

Select filters to narrow down the 1 investments below

1 companies
$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%