INKM vs. SQEW ETF Comparison

Comparison of SPDR SSgA Income Allocation ETF (INKM) to LeaderShares Equity Skew ETF (SQEW)
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

$32.19

Average Daily Volume

19,933

Number of Holdings *

14

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

LeaderShares Equity Skew ETF

SQEW Description The investment seeks to generate long-term capital growth. The fund is an actively managed exchange traded fund (ETF) that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in equity securities. It employs a contrarian strategy seeking to buy underperforming asset classes and/or factors and sell outperforming asset classes and/or factors based on quantitative research. The fund may have a higher degree of portfolio turnover than funds that seek to replicate the performance of an index.

Grade (RS Rating)

Last Trade

$35.02

Average Daily Volume

9,408

Number of Holdings *

3

* may have additional holdings in another (foreign) market
Performance
Period INKM SQEW
30 Days -1.68% 0.60%
60 Days -1.78% 6.39%
90 Days 1.36% 7.56%
12 Months 14.62% 17.92%
0 Overlapping Holdings
Symbol Grade Weight in INKM Weight in SQEW Overlap
INKM Overweight 14 Positions Relative to SQEW
Symbol Grade Weight
SCHD B 8.26%
SPYD A 8.06%
GII C 8.01%
BIL A 6.98%
SRLN A 6.02%
PSK C 5.97%
EMHC C 5.93%
EBND F 5.83%
CWB A 4.12%
TIPX C 2.98%
IBND F 2.94%
RWR C 2.05%
REM D 2.01%
DWX D 0.97%
INKM Underweight 3 Positions Relative to SQEW
Symbol Grade Weight
SLYV B -43.29%
SLYG B -3.98%
SPYV B -2.9%
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