Screener
MBOX vs INCE
Freedom Day Dividend ETF vs Franklin Income Equity Focus ETF
Key differences
MBOX is an equity ETF, while INCE is an alternative ETF. MBOX charges 0.39% a year and INCE 0.29%.
- MBOX is an equity fund, while INCE is an alternative fund. They carry different risk/return profiles.
- MBOX follows a active selection strategy; INCE uses option income.
- INCE costs 0.10% less per year.
- Over the last three years, MBOX has delivered higher annualized returns.
- INCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MBOX | INCE | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.29% |
| Fund size (AUM) | $141M | $128M |
| Since | 2021 | 2016 |
| Dividend yield | 1.91% | 4.73% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +24.3% | +26.2% |
| CAGR 3Y | +20.8% | +17.6% |
| CAGR 5Y | +12.0% | +11.1% |
| Sharpe 3Y | 1.20 | 1.19 |
| Volatility 1Y | 10.84% | 8.37% |
| Max drawdown | -16.42% | -33.95% |
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