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INCM vs FTBI

Franklin Income Focus ETF vs First Trust Balanced Income ETF

INCM

Franklin Income Focus ETF

Franklin Templeton Investments

Annual cost

0.38%

Fund size

$1.5B

FTBI

First Trust Balanced Income ETF

First Trust

Annual cost

0.97%

Fund size

$20M

Key differences

  • INCM costs 0.59% less per year.
  • INCM is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
  • INCM is classified as alternative, while FTBI is mixed asset — different risk/return profiles.
  • INCM covers emerging markets markets; FTBI covers north america.
  • INCM follows a multi strategy strategy; FTBI uses index tracking.

Side-by-side comparison

INCMFTBI
Annual cost (TER)0.38%0.97%
Fund size (AUM)$1.5B$20M
Since20232025
Dividend yield5.04%
Asset classalternativemixed asset
Regionemerging marketsnorth america
Strategymulti strategyindex tracking
CAGR 1Y+17.4%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y5.28%
Max drawdown-7.84%-5.34%

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

Similar to INCM and FTBI