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INCE vs NDIV

Franklin Income Equity Focus ETF vs Amplify Energy & Natural Resources Covered Call ETF

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

NDIV

Amplify Energy & Natural Resources Covered Call ETF

Annual cost

0.59%

Fund size

$29M

Key differences

Both INCE and NDIV are alternative ETFs. INCE charges 0.29% a year and NDIV 0.59%. The main difference: INCE covers North America; NDIV covers global markets.

  • INCE covers North America; NDIV covers global markets.
  • INCE costs 0.30% less per year.
  • INCE is much larger than NDIV. 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

INCENDIV
Annual cost (TER)0.29%0.59%
Fund size (AUM)$128M$29M
Since20162022
Dividend yield4.73%6.62%
Asset classalternativealternative
Regionnorth americaglobal
Strategyoption incomeoption income
CAGR 1Y+25.6%+27.3%
CAGR 3Y+17.4%+18.0%
CAGR 5Y+11.3%N/A
Sharpe 3Y1.180.78
Volatility 1Y8.41%20.00%
Max drawdown-33.95%-19.73%

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

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