Screener
PVAL vs INCE
Putnam Focused Large Cap Value ETF vs Franklin Income Equity Focus ETF
Key differences
PVAL is an equity ETF, while INCE is an alternative ETF. PVAL charges 0.55% a year and INCE 0.29%.
- PVAL is an equity fund, while INCE is an alternative fund. They carry different risk/return profiles.
- PVAL follows a active selection strategy; INCE uses option income.
- INCE costs 0.26% less per year.
- PVAL is much larger than INCE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PVAL has delivered higher annualized returns.
- INCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PVAL | INCE | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.29% |
| Fund size (AUM) | $11.1B | $128M |
| Since | 2021 | 2016 |
| Dividend yield | 0.98% | 4.73% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +32.3% | +26.2% |
| CAGR 3Y | +24.7% | +17.6% |
| CAGR 5Y | +16.0% | +11.1% |
| Sharpe 3Y | 1.44 | 1.19 |
| Volatility 1Y | 10.95% | 8.37% |
| Max drawdown | -16.64% | -33.95% |
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