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GROZ vs INCM

Zacks Focus Growth ETF vs Franklin Income Focus ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

INCM

Franklin Income Focus ETF

Annual cost

0.38%

Fund size

$1.5B

Key differences

GROZ is an equity ETF, while INCM is an alternative ETF. GROZ charges 0.55% a year and INCM 0.38%.

  • GROZ is an equity fund, while INCM is an alternative fund. They carry different risk/return profiles.
  • GROZ follows a active selection strategy; INCM uses multi strategy.
  • GROZ covers North America; INCM covers emerging markets.
  • INCM costs 0.17% less per year.
  • INCM is much larger than GROZ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

GROZINCM
Annual cost (TER)0.55%0.38%
Fund size (AUM)$90M$1.5B
Since20242023
Dividend yield0.04%5.06%
Asset classequityalternative
Regionnorth americaemerging markets
Strategyactive selectionmulti strategy
CAGR 1Y+24.8%+15.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.54%5.40%
Max drawdown-23.33%-7.84%

Similar to GROZ and INCM