Screener
CGDV vs INCE
Capital Group Dividend Value ETF vs Franklin Income Equity Focus ETF
Key differences
- CGDV is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
- CGDV is classified as equity, while INCE is alternative — different risk/return profiles.
- CGDV follows a active selection strategy; INCE uses option income.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- INCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGDV | INCE | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.29% |
| Fund size (AUM) | $33.0B | $117M |
| Since | 2022 | 2016 |
| Dividend yield | 1.23% | 4.82% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +33.0% | +28.2% |
| CAGR 3Y | +25.7% | +17.1% |
| CAGR 5Y | N/A | +11.3% |
| Sharpe 3Y | 1.49 | 1.16 |
| Volatility 1Y | 11.75% | 8.40% |
| Max drawdown | -21.81% | -33.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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