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INCM vs MDIV
Franklin Income Focus ETF vs Multi-Asset Diversified Income Index Fund
Key differences
- INCM costs 0.33% less per year.
- INCM is significantly larger than MDIV — larger funds tend to be more liquid and less likely to close.
- INCM is classified as alternative, while MDIV is mixed asset — different risk/return profiles.
- INCM follows a multi strategy strategy; MDIV uses index tracking.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INCM | MDIV | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.71% |
| Fund size (AUM) | $1.5B | $417M |
| Since | 2023 | 2012 |
| Dividend yield | 5.04% | 6.13% |
| Asset class | alternative | mixed asset |
| Region | emerging markets | — |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +17.4% | +13.4% |
| CAGR 3Y | N/A | +12.3% |
| CAGR 5Y | N/A | +6.4% |
| Sharpe 3Y | N/A | 0.94 |
| Volatility 1Y | 5.28% | 6.70% |
| Max drawdown | -7.84% | -48.50% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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