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INCM vs USPX

Franklin Income Focus ETF vs Franklin U.S. Equity Index ETF

INCM

Franklin Income Focus ETF

Franklin Templeton Investments

Annual cost

0.38%

Fund size

$1.5B

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.35% less per year.
  • INCM is classified as alternative, while USPX is equity — different risk/return profiles.
  • INCM covers emerging markets markets; USPX covers north america.
  • INCM follows a multi strategy strategy; USPX uses index tracking.
  • USPX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCMUSPX
Annual cost (TER)0.38%0.03%
Fund size (AUM)$1.5B$1.8B
Since20232016
Dividend yield5.04%1.09%
Asset classalternativeequity
Regionemerging marketsnorth america
Strategymulti strategyindex tracking
CAGR 1Y+17.4%+28.8%
CAGR 3YN/A+23.3%
CAGR 5YN/A+12.6%
Sharpe 3YN/A1.22
Volatility 1Y5.28%12.24%
Max drawdown-7.84%-31.21%

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

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