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INCM vs ALTY

Franklin Income Focus ETF vs Global X Alternative Income ETF

INCM

Franklin Income Focus ETF

Franklin Templeton Investments

Annual cost

0.38%

Fund size

$1.5B

ALTY

Global X Alternative Income ETF

Global X Funds

Annual cost

0.50%

Fund size

$45M

Key differences

  • INCM costs 0.12% less per year.
  • INCM is significantly larger than ALTY — larger funds tend to be more liquid and less likely to close.
  • INCM covers emerging markets markets; ALTY covers north america.
  • INCM follows a multi strategy strategy; ALTY uses option income.
  • ALTY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCMALTY
Annual cost (TER)0.38%0.50%
Fund size (AUM)$1.5B$45M
Since20232015
Dividend yield5.04%7.29%
Asset classalternativealternative
Regionemerging marketsnorth america
Strategymulti strategyoption income
CAGR 1Y+17.4%+17.6%
CAGR 3YN/A+11.8%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.91
Volatility 1Y5.28%5.81%
Max drawdown-7.84%-51.47%

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

Similar to INCM and ALTY