Screener
MDPL vs INCE
Monarch Dividend Plus ETF vs Franklin Income Equity Focus ETF
Key differences
- INCE costs 0.95% less per year.
- MDPL is classified as equity, while INCE is alternative — different risk/return profiles.
- MDPL follows a index tracking strategy; INCE uses option income.
- INCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDPL | INCE | |
|---|---|---|
| Annual cost (TER) | 1.24% | 0.29% |
| Fund size (AUM) | $62M | $117M |
| Since | 2024 | 2016 |
| Dividend yield | 1.30% | 4.82% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +4.5% | +28.2% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +11.3% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 15.13% | 8.40% |
| Max drawdown | -14.21% | -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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