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FDRS vs INCE

Founder-Led ETF vs Franklin Income Equity Focus ETF

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

Key differences

FDRS is an equity ETF, while INCE is an alternative ETF. FDRS charges 0.49% a year and INCE 0.29%.

  • FDRS is an equity fund, while INCE is an alternative fund. They carry different risk/return profiles.
  • FDRS follows a index tracking strategy; INCE uses option income.
  • INCE costs 0.20% less per year.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRSINCE
Annual cost (TER)0.49%0.29%
Fund size (AUM)$94M$128M
Since20252016
Dividend yield4.73%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption 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-21.64%-33.95%

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

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