Screener
INCE vs BALI
Franklin Income Equity Focus ETF vs iShares U.S. Large Cap Premium Income Active ETF
Key differences
Both INCE and BALI are alternative ETFs. INCE charges 0.29% a year and BALI 0.35%. The main difference: INCE costs 0.06% less per year.
- INCE costs 0.06% less per year.
- BALI is much larger than INCE. 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
| INCE | BALI | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.35% |
| Fund size (AUM) | $128M | $1.2B |
| Since | 2016 | 2023 |
| Dividend yield | 4.73% | 2.35% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +24.0% | +21.7% |
| CAGR 3Y | +16.8% | N/A |
| CAGR 5Y | +11.0% | N/A |
| Sharpe 3Y | 1.13 | N/A |
| Volatility 1Y | 8.34% | 10.27% |
| Max drawdown | -33.95% | -16.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.