Screener
INCE vs CGDV
Franklin Income Equity Focus ETF vs Capital Group Dividend Value ETF
Key differences
- CGDV is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
- INCE is classified as alternative, while CGDV is equity — different risk/return profiles.
- INCE follows a option income strategy; CGDV uses active selection.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- INCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INCE | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.33% |
| Fund size (AUM) | $117M | $33.0B |
| Since | 2016 | 2022 |
| Dividend yield | 4.82% | 1.23% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +28.2% | +33.0% |
| CAGR 3Y | +17.1% | +25.7% |
| CAGR 5Y | +11.3% | N/A |
| Sharpe 3Y | 1.16 | 1.49 |
| Volatility 1Y | 8.40% | 11.75% |
| Max drawdown | -33.95% | -21.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to INCE and CGDV
Explore further