Screener
INCE vs PGRO
Franklin Income Equity Focus ETF vs Putnam Focused Large Cap Growth ETF
Key differences
INCE is an alternative ETF, while PGRO is an equity ETF. INCE charges 0.29% a year and PGRO 0.49%.
- INCE is an alternative fund, while PGRO is an equity fund. They carry different risk/return profiles.
- INCE follows a option income strategy; PGRO uses active selection.
- INCE costs 0.20% less per year.
- Over the last three years, PGRO has delivered higher annualized returns.
- INCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INCE | PGRO | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.49% |
| Fund size (AUM) | $128M | $117M |
| Since | 2016 | 2021 |
| Dividend yield | 4.73% | 0.02% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +26.2% | +20.0% |
| CAGR 3Y | +17.6% | +24.1% |
| CAGR 5Y | +11.1% | +13.4% |
| Sharpe 3Y | 1.19 | 1.00 |
| Volatility 1Y | 8.37% | 16.46% |
| Max drawdown | -33.95% | -34.73% |
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