Screener
PVAL vs INCM
Putnam Focused Large Cap Value ETF vs Franklin Income Focus ETF
Key differences
PVAL is an equity ETF, while INCM is an alternative ETF. PVAL charges 0.55% a year and INCM 0.38%.
- PVAL is an equity fund, while INCM is an alternative fund. They carry different risk/return profiles.
- PVAL follows a active selection strategy; INCM uses multi strategy.
- PVAL covers North America; INCM covers emerging markets.
- INCM costs 0.17% less per year.
- PVAL is much larger than INCM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PVAL | INCM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.38% |
| Fund size (AUM) | $11.1B | $1.5B |
| Since | 2021 | 2023 |
| Dividend yield | 0.98% | 5.06% |
| Asset class | equity | alternative |
| Region | north america | emerging markets |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +32.3% | +15.0% |
| CAGR 3Y | +24.7% | N/A |
| CAGR 5Y | +16.0% | N/A |
| Sharpe 3Y | 1.44 | N/A |
| Volatility 1Y | 10.95% | 5.40% |
| Max drawdown | -16.64% | -7.84% |
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