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INCE vs ISPY

Franklin Income Equity Focus ETF vs ProShares S&P 500 High Income ETF

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

ISPY

ProShares S&P 500 High Income ETF

Annual cost

0.56%

Fund size

$1.3B

Key differences

Both INCE and ISPY are alternative ETFs. INCE charges 0.29% a year and ISPY 0.56%. The main difference: INCE costs 0.27% less per year.

  • INCE costs 0.27% less per year.
  • ISPY is much larger than INCE. Larger funds are usually more liquid and less likely to close.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCEISPY
Annual cost (TER)0.29%0.56%
Fund size (AUM)$128M$1.3B
Since20162023
Dividend yield4.73%4.62%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+24.0%+21.8%
CAGR 3Y+16.8%N/A
CAGR 5Y+11.0%N/A
Sharpe 3Y1.13N/A
Volatility 1Y8.34%11.79%
Max drawdown-33.95%-16.88%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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