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INCE vs USOY

Franklin Income Equity Focus ETF vs Defiance Oil Enhanced Options Income ETF

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

USOY

Defiance Oil Enhanced Options Income ETF

Annual cost

1.12%

Fund size

$62M

Key differences

Both INCE and USOY are alternative ETFs. INCE charges 0.29% a year and USOY 1.12%. The main difference: INCE costs 0.83% less per year.

  • INCE costs 0.83% less per year.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCEUSOY
Annual cost (TER)0.29%1.12%
Fund size (AUM)$128M$62M
Since20162024
Dividend yield4.73%66.64%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+25.6%+41.7%
CAGR 3Y+17.4%N/A
CAGR 5Y+11.3%N/A
Sharpe 3Y1.18N/A
Volatility 1Y8.41%31.14%
Max drawdown-33.95%-17.46%

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

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