Screener
INCE vs PVAL
Franklin Income Equity Focus ETF vs Putnam Focused Large Cap Value ETF
Key differences
INCE is an alternative ETF, while PVAL is an equity ETF. INCE charges 0.29% a year and PVAL 0.55%.
- INCE is an alternative fund, while PVAL is an equity fund. They carry different risk/return profiles.
- INCE follows a option income strategy; PVAL uses active selection.
- INCE costs 0.26% less per year.
- PVAL is much larger than INCE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PVAL has delivered higher annualized returns.
- INCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INCE | PVAL | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.55% |
| Fund size (AUM) | $128M | $11.1B |
| Since | 2016 | 2021 |
| Dividend yield | 4.73% | 0.98% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +26.2% | +32.3% |
| CAGR 3Y | +17.6% | +24.7% |
| CAGR 5Y | +11.1% | +16.0% |
| Sharpe 3Y | 1.19 | 1.44 |
| Volatility 1Y | 8.37% | 10.95% |
| Max drawdown | -33.95% | -16.64% |
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