Screener
DIVY vs INCE
Sound Equity Income ETF vs Franklin Income Equity Focus ETF
Key differences
DIVY is an equity ETF, while INCE is an alternative ETF. DIVY charges 0.45% a year and INCE 0.29%.
- DIVY is an equity fund, while INCE is an alternative fund. They carry different risk/return profiles.
- DIVY follows a active selection strategy; INCE uses option income.
- INCE costs 0.16% less per year.
- INCE is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, INCE has delivered higher annualized returns.
Side-by-side comparison
| DIVY | INCE | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.29% |
| Fund size (AUM) | $28M | $128M |
| Since | 2020 | 2016 |
| Dividend yield | 3.10% | 4.73% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +18.5% | +24.0% |
| CAGR 3Y | +9.7% | +16.8% |
| CAGR 5Y | +6.1% | +11.0% |
| Sharpe 3Y | 0.46 | 1.13 |
| Volatility 1Y | 13.03% | 8.34% |
| Max drawdown | -18.23% | -33.95% |
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