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INCE vs LVHI

Franklin Income Equity Focus ETF vs Franklin International Low Volatility High Dividend Index ETF

INCE

Franklin Income Equity Focus ETF

Franklin Templeton Investments

Annual cost

0.29%

Fund size

$117M

LVHI

Franklin International Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.40%

Fund size

$4.8B

Key differences

  • INCE costs 0.11% less per year.
  • LVHI is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
  • INCE is classified as alternative, while LVHI is equity — different risk/return profiles.
  • INCE covers north america markets; LVHI covers global ex us.
  • INCE follows a option income strategy; LVHI uses index tracking.
  • Over the last 3 years, LVHI has delivered higher annualized returns.

Side-by-side comparison

INCELVHI
Annual cost (TER)0.29%0.40%
Fund size (AUM)$117M$4.8B
Since20162016
Dividend yield4.82%3.71%
Asset classalternativeequity
Regionnorth americaglobal ex us
Strategyoption incomeindex tracking
CAGR 1Y+28.2%+32.5%
CAGR 3Y+17.1%+21.8%
CAGR 5Y+11.3%+16.5%
Sharpe 3Y1.161.55
Volatility 1Y8.40%9.41%
Max drawdown-33.95%-32.31%

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

Similar to INCE and LVHI