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INCE vs INEQ

Franklin Income Equity Focus ETF vs Columbia International Equity Income ETF

INCE

Franklin Income Equity Focus ETF

Franklin Templeton Investments

Annual cost

0.29%

Fund size

$117M

INEQ

Columbia International Equity Income ETF

Columbia Threadneedle

Annual cost

0.45%

Fund size

$80M

Key differences

  • INCE costs 0.16% less per year.
  • INCE is classified as alternative, while INEQ is equity — different risk/return profiles.
  • INCE covers north america markets; INEQ covers global.
  • INCE follows a option income strategy; INEQ uses index tracking.
  • Over the last 3 years, INEQ has delivered higher annualized returns.

Side-by-side comparison

INCEINEQ
Annual cost (TER)0.29%0.45%
Fund size (AUM)$117M$80M
Since20162016
Dividend yield4.82%2.40%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeindex tracking
CAGR 1Y+28.7%+29.8%
CAGR 3Y+16.8%+20.1%
CAGR 5Y+11.5%+12.5%
Sharpe 3Y1.131.08
Volatility 1Y8.37%13.63%
Max drawdown-33.95%-40.25%

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

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