Screener
INCM vs PVAL
Franklin Income Focus ETF vs Putnam Focused Large Cap Value ETF
Key differences
INCM is an alternative ETF, while PVAL is an equity ETF. INCM charges 0.38% a year and PVAL 0.55%.
- INCM is an alternative fund, while PVAL is an equity fund. They carry different risk/return profiles.
- INCM follows a multi strategy strategy; PVAL uses active selection.
- INCM covers emerging markets; PVAL covers North America.
- INCM costs 0.17% less per year.
- PVAL is much larger than INCM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| INCM | PVAL | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.55% |
| Fund size (AUM) | $1.5B | $11.1B |
| Since | 2023 | 2021 |
| Dividend yield | 5.06% | 0.98% |
| Asset class | alternative | equity |
| Region | emerging markets | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +15.0% | +32.3% |
| CAGR 3Y | N/A | +24.7% |
| CAGR 5Y | N/A | +16.0% |
| Sharpe 3Y | N/A | 1.44 |
| Volatility 1Y | 5.40% | 10.95% |
| Max drawdown | -7.84% | -16.64% |
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