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INCE vs DGRO

Franklin Income Equity Focus ETF vs iShares Core Dividend Growth ETF

INCE

Franklin Income Equity Focus ETF

Franklin Templeton Investments

Annual cost

0.29%

Fund size

$117M

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO costs 0.21% less per year.
  • DGRO is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
  • INCE is classified as alternative, while DGRO is equity — different risk/return profiles.
  • INCE follows a option income strategy; DGRO uses index tracking.

Side-by-side comparison

INCEDGRO
Annual cost (TER)0.29%0.08%
Fund size (AUM)$117M$39.6B
Since20162014
Dividend yield4.82%2.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+28.2%+24.3%
CAGR 3Y+17.1%+17.2%
CAGR 5Y+11.3%+10.6%
Sharpe 3Y1.161.11
Volatility 1Y8.40%9.59%
Max drawdown-33.95%-35.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to INCE and DGRO