Screener
LVHD vs INCE
Franklin U.S. Low Volatility High Dividend Index ETF vs Franklin Income Equity Focus ETF
Key differences
- LVHD is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
- LVHD is classified as equity, while INCE is alternative — different risk/return profiles.
- LVHD follows a index tracking strategy; INCE uses option income.
- Over the last 3 years, INCE has delivered higher annualized returns.
Side-by-side comparison
| LVHD | INCE | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.29% |
| Fund size (AUM) | $621M | $117M |
| Since | 2015 | 2016 |
| Dividend yield | 3.12% | 4.82% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +13.7% | +28.2% |
| CAGR 3Y | +10.3% | +17.1% |
| CAGR 5Y | +6.8% | +11.3% |
| Sharpe 3Y | 0.59 | 1.16 |
| Volatility 1Y | 9.51% | 8.40% |
| Max drawdown | -37.32% | -33.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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