Screener
INCE vs USPX
Franklin Income Equity Focus ETF vs Franklin U.S. Equity Index ETF
Key differences
- USPX costs 0.26% less per year.
- USPX is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
- INCE is classified as alternative, while USPX is equity — different risk/return profiles.
- INCE follows a option income strategy; USPX uses index tracking.
- Over the last 3 years, USPX has delivered higher annualized returns.
Side-by-side comparison
| INCE | USPX | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.03% |
| Fund size (AUM) | $117M | $1.8B |
| Since | 2016 | 2016 |
| Dividend yield | 4.82% | 1.09% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +28.2% | +28.8% |
| CAGR 3Y | +17.1% | +23.3% |
| CAGR 5Y | +11.3% | +12.6% |
| Sharpe 3Y | 1.16 | 1.22 |
| Volatility 1Y | 8.40% | 12.24% |
| Max drawdown | -33.95% | -31.21% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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