Screener
LVHI vs INCE
Franklin International Low Volatility High Dividend Index ETF vs Franklin Income Equity Focus ETF
Key differences
- INCE costs 0.11% less per year.
- LVHI is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
- LVHI is classified as equity, while INCE is alternative — different risk/return profiles.
- LVHI covers global ex us markets; INCE covers north america.
- LVHI follows a index tracking strategy; INCE uses option income.
- Over the last 3 years, LVHI has delivered higher annualized returns.
Side-by-side comparison
| LVHI | INCE | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.29% |
| Fund size (AUM) | $4.8B | $117M |
| Since | 2016 | 2016 |
| Dividend yield | 3.71% | 4.82% |
| Asset class | equity | alternative |
| Region | global ex us | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +32.5% | +28.2% |
| CAGR 3Y | +21.8% | +17.1% |
| CAGR 5Y | +16.5% | +11.3% |
| Sharpe 3Y | 1.55 | 1.16 |
| Volatility 1Y | 9.41% | 8.40% |
| Max drawdown | -32.31% | -33.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to LVHI and INCE
Explore further