Screener
INCE vs HDV
Franklin Income Equity Focus ETF vs iShares Core High Dividend ETF
Key differences
- HDV costs 0.21% less per year.
- HDV is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
- INCE is classified as alternative, while HDV is equity — different risk/return profiles.
- INCE follows a option income strategy; HDV uses index tracking.
- HDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INCE | HDV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.08% |
| Fund size (AUM) | $117M | $13.6B |
| Since | 2016 | 2011 |
| Dividend yield | 4.82% | 2.88% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +28.2% | +25.2% |
| CAGR 3Y | +17.1% | +16.3% |
| CAGR 5Y | +11.3% | +10.8% |
| Sharpe 3Y | 1.16 | 1.09 |
| Volatility 1Y | 8.40% | 9.59% |
| Max drawdown | -33.95% | -37.04% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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