Screener
INCE vs FMCX
Franklin Income Equity Focus ETF vs FM Focus Equity ETF
Key differences
INCE is an alternative ETF, while FMCX is an equity ETF. INCE charges 0.29% a year and FMCX 0.71%.
- INCE is an alternative fund, while FMCX is an equity fund. They carry different risk/return profiles.
- INCE follows a option income strategy; FMCX uses active selection.
- INCE costs 0.42% less per year.
- 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
| INCE | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.71% |
| Fund size (AUM) | $128M | $118M |
| Since | 2016 | 2022 |
| Dividend yield | 4.73% | 0.33% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +26.2% | +14.1% |
| CAGR 3Y | +17.6% | +16.3% |
| CAGR 5Y | +11.1% | N/A |
| Sharpe 3Y | 1.19 | 0.90 |
| Volatility 1Y | 8.37% | 12.97% |
| Max drawdown | -33.95% | -17.70% |
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