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ETFT vs INCE

Fundsmith Equity ETF vs Franklin Income Equity Focus ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

Key differences

Both ETFT and INCE are alternative ETFs. The main difference: ETFT follows a long short strategy; INCE uses option income.

  • ETFT follows a long short strategy; INCE uses option income.

Side-by-side comparison

ETFTINCE
Annual cost (TER)0.29%
Fund size (AUM)$128M
Since2016
Dividend yield4.73%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortoption income
CAGR 1YN/A+24.0%
CAGR 3YN/A+16.8%
CAGR 5YN/A+11.0%
Sharpe 3YN/A1.13
Volatility 1Y8.34%
Max drawdown-14.76%-33.95%

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

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