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PGRO vs INCE

Putnam Focused Large Cap Growth ETF vs Franklin Income Equity Focus ETF

PGRO

Putnam Focused Large Cap Growth ETF

Annual cost

0.49%

Fund size

$117M

INCE

Franklin Income Equity Focus ETF

Annual cost

0.29%

Fund size

$128M

Key differences

PGRO is an equity ETF, while INCE is an alternative ETF. PGRO charges 0.49% a year and INCE 0.29%.

  • PGRO is an equity fund, while INCE is an alternative fund. They carry different risk/return profiles.
  • PGRO follows a active selection strategy; INCE uses option income.
  • INCE costs 0.20% less per year.
  • Over the last three years, PGRO has delivered higher annualized returns.
  • INCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGROINCE
Annual cost (TER)0.49%0.29%
Fund size (AUM)$117M$128M
Since20212016
Dividend yield0.02%4.73%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+20.0%+26.2%
CAGR 3Y+24.1%+17.6%
CAGR 5Y+13.4%+11.1%
Sharpe 3Y1.001.19
Volatility 1Y16.46%8.37%
Max drawdown-34.73%-33.95%

Similar to PGRO and INCE