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EFAA vs INCM

Invesco MSCI EAFE Income Advantage ETF vs Franklin Income Focus ETF

EFAA

Invesco MSCI EAFE Income Advantage ETF

Annual cost

0.39%

Fund size

$505M

INCM

Franklin Income Focus ETF

Annual cost

0.38%

Fund size

$1.5B

Key differences

Both EFAA and INCM are alternative ETFs. EFAA charges 0.39% a year and INCM 0.38%. The main difference: EFAA follows a index tracking strategy; INCM uses multi strategy.

  • EFAA follows a index tracking strategy; INCM uses multi strategy.
  • EFAA covers global markets excluding the US; INCM covers emerging markets.
  • INCM is much larger than EFAA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EFAAINCM
Annual cost (TER)0.39%0.38%
Fund size (AUM)$505M$1.5B
Since20242023
Dividend yield8.11%5.06%
Asset classalternativealternative
Regionglobal ex usemerging markets
Strategyindex trackingmulti strategy
CAGR 1Y+15.2%+14.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.19%5.41%
Max drawdown-11.97%-7.84%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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