Screener
FDVV vs INCE
Fidelity High Dividend ETF vs Franklin Income Equity Focus ETF
Key differences
- FDVV costs 0.14% less per year.
- FDVV is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
- FDVV is classified as equity, while INCE is alternative — different risk/return profiles.
- FDVV follows a index tracking strategy; INCE uses option income.
- Over the last 3 years, FDVV has delivered higher annualized returns.
Side-by-side comparison
| FDVV | INCE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.29% |
| Fund size (AUM) | $9.2B | $117M |
| Since | 2016 | 2016 |
| Dividend yield | 2.81% | 4.82% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +25.7% | +28.2% |
| CAGR 3Y | +20.7% | +17.1% |
| CAGR 5Y | +13.5% | +11.3% |
| Sharpe 3Y | 1.28 | 1.16 |
| Volatility 1Y | 10.10% | 8.40% |
| Max drawdown | -40.25% | -33.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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