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INCE vs XLFI

Franklin Income Equity Focus ETF vs State Street Financial Select Sector SPDR Premium Income ETF

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

XLFI

State Street Financial Select Sector SPDR Premium Income ETF

Annual cost

0.00%

Fund size

$5M

Key differences

Both INCE and XLFI are alternative ETFs. INCE charges 0.29% a year and XLFI 0.00%. The main difference: XLFI costs 0.29% less per year.

  • XLFI costs 0.29% less per year.
  • INCE is much larger than XLFI. Larger funds are usually more liquid and less likely to close.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCEXLFI
Annual cost (TER)0.29%0.00%
Fund size (AUM)$128M$5M
Since20162025
Dividend yield4.73%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+25.6%N/A
CAGR 3Y+17.4%N/A
CAGR 5Y+11.3%N/A
Sharpe 3Y1.18N/A
Volatility 1Y8.41%
Max drawdown-33.95%-11.89%

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

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