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INCE vs EQIN

Franklin Income Equity Focus ETF vs Columbia U.S. Equity Income ETF

INCE

Franklin Income Equity Focus ETF

Franklin Templeton Investments

Annual cost

0.29%

Fund size

$117M

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

Key differences

  • INCE costs 0.06% less per year.
  • INCE is classified as alternative, while EQIN is equity — different risk/return profiles.
  • INCE follows a option income strategy; EQIN uses index tracking.
  • Over the last 3 years, INCE has delivered higher annualized returns.

Side-by-side comparison

INCEEQIN
Annual cost (TER)0.29%0.35%
Fund size (AUM)$117M$276M
Since20162016
Dividend yield4.82%1.92%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+28.7%+17.7%
CAGR 3Y+16.8%+14.3%
CAGR 5Y+11.5%+9.5%
Sharpe 3Y1.130.87
Volatility 1Y8.37%10.39%
Max drawdown-33.95%-42.16%

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

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