Screener
INCE vs FXED
Franklin Income Equity Focus ETF vs Sound Enhanced Fixed Income ETF
Key differences
INCE is an alternative ETF, while FXED is a fixed income ETF. INCE charges 0.29% a year and FXED 1.89%.
- INCE is an alternative fund, while FXED is a fixed income fund. They carry different risk/return profiles.
- INCE follows a option income strategy; FXED uses active selection.
- INCE costs 1.60% less per year.
- INCE is much larger than FXED. Larger funds are usually more liquid and less likely to close.
- Over the last three years, INCE has delivered higher annualized returns.
Side-by-side comparison
| INCE | FXED | |
|---|---|---|
| Annual cost (TER) | 0.29% | 1.89% |
| Fund size (AUM) | $128M | $40M |
| Since | 2016 | 2020 |
| Dividend yield | 4.73% | 7.10% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +25.6% | +4.5% |
| CAGR 3Y | +17.4% | +6.6% |
| CAGR 5Y | +11.3% | +2.3% |
| Sharpe 3Y | 1.18 | 0.38 |
| Volatility 1Y | 8.41% | 6.85% |
| Max drawdown | -33.95% | -20.07% |
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