Screener
INCE vs EFAA
Franklin Income Equity Focus ETF vs Invesco MSCI EAFE Income Advantage ETF
Key differences
Both INCE and EFAA are alternative ETFs. INCE charges 0.29% a year and EFAA 0.39%. The main difference: INCE follows a option income strategy; EFAA uses index tracking.
- INCE follows a option income strategy; EFAA uses index tracking.
- INCE covers North America; EFAA covers global markets excluding the US.
- INCE costs 0.10% less per year.
- EFAA 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 | EFAA | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.39% |
| Fund size (AUM) | $128M | $505M |
| Since | 2016 | 2024 |
| Dividend yield | 4.73% | 8.11% |
| Asset class | alternative | alternative |
| Region | north america | global ex us |
| Strategy | option income | index tracking |
| CAGR 1Y | +25.6% | +18.6% |
| CAGR 3Y | +17.4% | N/A |
| CAGR 5Y | +11.3% | N/A |
| Sharpe 3Y | 1.18 | N/A |
| Volatility 1Y | 8.41% | 12.46% |
| Max drawdown | -33.95% | -11.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.