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INCE vs BUCK

Franklin Income Equity Focus ETF vs Simplify Treasury Option Income ETF

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

BUCK

Simplify Treasury Option Income ETF

Annual cost

0.35%

Fund size

$438M

Key differences

Both INCE and BUCK are alternative ETFs. INCE charges 0.29% a year and BUCK 0.35%. The main difference: INCE costs 0.06% less per year.

  • INCE costs 0.06% less per year.
  • BUCK is much larger than INCE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, INCE has delivered higher annualized returns.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCEBUCK
Annual cost (TER)0.29%0.35%
Fund size (AUM)$128M$438M
Since20162022
Dividend yield4.73%7.43%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+24.0%+7.9%
CAGR 3Y+16.8%+5.3%
CAGR 5Y+11.0%N/A
Sharpe 3Y1.130.43
Volatility 1Y8.34%3.08%
Max drawdown-33.95%-5.43%

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

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