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NDIV vs INCE

Amplify Energy & Natural Resources Covered Call ETF vs Franklin Income Equity Focus ETF

NDIV

Amplify Energy & Natural Resources Covered Call ETF

Annual cost

0.59%

Fund size

$29M

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

Key differences

Both NDIV and INCE are alternative ETFs. NDIV charges 0.59% a year and INCE 0.29%. The main difference: INCE costs 0.30% less per year.

  • INCE costs 0.30% less per year.
  • INCE is much larger than NDIV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, NDIV has delivered higher annualized returns.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NDIVINCE
Annual cost (TER)0.59%0.29%
Fund size (AUM)$29M$128M
Since20222016
Dividend yield6.62%4.73%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+34.3%+26.0%
CAGR 3Y+19.9%+17.3%
CAGR 5YN/A+11.1%
Sharpe 3Y0.861.17
Volatility 1Y20.13%8.38%
Max drawdown-19.73%-33.95%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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