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IDVZ vs INCE

Polen International Dividend Income ETF vs Franklin Income Equity Focus ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

INCE

Franklin Income Equity Focus ETF

Franklin Templeton Investments

Annual cost

0.29%

Fund size

$117M

Key differences

  • INCE costs 0.46% less per year.
  • IDVZ is classified as equity, while INCE is alternative — different risk/return profiles.
  • IDVZ covers global markets; INCE covers north america.
  • IDVZ follows a active selection strategy; INCE uses option income.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZINCE
Annual cost (TER)0.75%0.29%
Fund size (AUM)$155M$117M
Since20242016
Dividend yield2.67%4.82%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1Y+25.4%+28.2%
CAGR 3YN/A+17.1%
CAGR 5YN/A+11.3%
Sharpe 3YN/A1.16
Volatility 1Y11.89%8.40%
Max drawdown-10.99%-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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