Screener
EFAA vs INCE
Invesco MSCI EAFE Income Advantage ETF vs Franklin Income Equity Focus ETF
Key differences
Both EFAA and INCE are alternative ETFs. EFAA charges 0.39% a year and INCE 0.29%. The main difference: EFAA follows a index tracking strategy; INCE uses option income.
- EFAA follows a index tracking strategy; INCE uses option income.
- EFAA covers global markets excluding the US; INCE covers North America.
- INCE costs 0.10% less per year.
- EFAA is much larger than INCE. Larger funds are usually more liquid and less likely to close.
- INCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFAA | INCE | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.29% |
| Fund size (AUM) | $505M | $128M |
| Since | 2024 | 2016 |
| Dividend yield | 8.11% | 4.73% |
| Asset class | alternative | alternative |
| Region | global ex us | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +15.2% | +24.0% |
| CAGR 3Y | N/A | +16.8% |
| CAGR 5Y | N/A | +11.0% |
| Sharpe 3Y | N/A | 1.13 |
| Volatility 1Y | 12.19% | 8.34% |
| Max drawdown | -11.97% | -33.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.