Screener
INCE vs TDVG
Franklin Income Equity Focus ETF vs T. Rowe Price Dividend Growth ETF
Key differences
- INCE costs 0.21% less per year.
- TDVG is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
- INCE is classified as alternative, while TDVG is equity — different risk/return profiles.
- INCE follows a option income strategy; TDVG uses active selection.
- Over the last 3 years, INCE has delivered higher annualized returns.
Side-by-side comparison
| INCE | TDVG | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.50% |
| Fund size (AUM) | $117M | $1.3B |
| Since | 2016 | 2020 |
| Dividend yield | 4.82% | 1.00% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +28.7% | +19.2% |
| CAGR 3Y | +16.8% | +15.3% |
| CAGR 5Y | +11.5% | +10.3% |
| Sharpe 3Y | 1.13 | 0.95 |
| Volatility 1Y | 8.37% | 9.79% |
| Max drawdown | -33.95% | -19.20% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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