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INCE vs INCM

Franklin Income Equity Focus ETF vs Franklin Income Focus ETF

INCE

Franklin Income Equity Focus ETF

Franklin Templeton Investments

Annual cost

0.29%

Fund size

$117M

INCM

Franklin Income Focus ETF

Franklin Templeton Investments

Annual cost

0.38%

Fund size

$1.5B

Key differences

  • INCE costs 0.09% less per year.
  • INCM is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
  • INCE covers north america markets; INCM covers emerging markets.
  • INCE follows a option income strategy; INCM uses multi strategy.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCEINCM
Annual cost (TER)0.29%0.38%
Fund size (AUM)$117M$1.5B
Since20162023
Dividend yield4.82%5.04%
Asset classalternativealternative
Regionnorth americaemerging markets
Strategyoption incomemulti strategy
CAGR 1Y+28.2%+17.4%
CAGR 3Y+17.1%N/A
CAGR 5Y+11.3%N/A
Sharpe 3Y1.16N/A
Volatility 1Y8.40%5.28%
Max drawdown-33.95%-7.84%

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

Similar to INCE and INCM