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FDIV vs INCE
MarketDesk Focused U.S. Dividend ETF vs Franklin Income Equity Focus ETF
Key differences
FDIV is an equity ETF, while INCE is an alternative ETF. FDIV charges 0.35% a year and INCE 0.29%.
- FDIV is an equity fund, while INCE is an alternative fund. They carry different risk/return profiles.
- FDIV follows a active selection strategy; INCE uses option income.
- INCE costs 0.06% less per year.
- INCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDIV | INCE | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.29% |
| Fund size (AUM) | $70M | $128M |
| Since | 2023 | 2016 |
| Dividend yield | 2.86% | 4.73% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +8.8% | +26.2% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | 12.78% | 8.37% |
| Max drawdown | -18.60% | -33.95% |
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