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INCE vs TPHD

Franklin Income Equity Focus ETF vs Timothy Plan High Dividend Stock ETF

INCE

Franklin Income Equity Focus ETF

Franklin Templeton Investments

Annual cost

0.29%

Fund size

$117M

TPHD

Timothy Plan High Dividend Stock ETF

Timothy Plan

Annual cost

0.52%

Fund size

$360M

Key differences

  • INCE costs 0.23% less per year.
  • TPHD is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
  • INCE is classified as alternative, while TPHD is equity — different risk/return profiles.
  • INCE follows a option income strategy; TPHD uses index tracking.
  • Over the last 3 years, INCE has delivered higher annualized returns.

Side-by-side comparison

INCETPHD
Annual cost (TER)0.29%0.52%
Fund size (AUM)$117M$360M
Since20162019
Dividend yield4.82%1.94%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+28.2%+15.7%
CAGR 3Y+17.1%+13.9%
CAGR 5Y+11.3%+8.8%
Sharpe 3Y1.160.79
Volatility 1Y8.40%10.62%
Max drawdown-33.95%-41.70%

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

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