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FOPC vs INCE

Frontier Asset Opportunistic Credit ETF vs Franklin Income Equity Focus ETF

FOPC

Frontier Asset Opportunistic Credit ETF

Annual cost

0.87%

Fund size

$34M

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

Key differences

FOPC is a fixed income ETF, while INCE is an alternative ETF. FOPC charges 0.87% a year and INCE 0.29%.

  • FOPC is a fixed income fund, while INCE is an alternative fund. They carry different risk/return profiles.
  • FOPC follows a active selection strategy; INCE uses option income.
  • INCE costs 0.58% less per year.
  • INCE is much larger than FOPC. Larger funds are usually more liquid and less likely to close.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FOPCINCE
Annual cost (TER)0.87%0.29%
Fund size (AUM)$34M$128M
Since20242016
Dividend yield4.26%4.73%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+4.6%+24.0%
CAGR 3YN/A+16.8%
CAGR 5YN/A+11.0%
Sharpe 3YN/A1.13
Volatility 1Y2.84%8.34%
Max drawdown-2.18%-33.95%

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

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