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TPHD vs INCE

Timothy Plan High Dividend Stock ETF vs Franklin Income Equity Focus ETF

TPHD

Timothy Plan High Dividend Stock ETF

Timothy Plan

Annual cost

0.52%

Fund size

$360M

INCE

Franklin Income Equity Focus ETF

Franklin Templeton Investments

Annual cost

0.29%

Fund size

$117M

Key differences

  • INCE costs 0.23% less per year.
  • TPHD is significantly larger than INCE — larger funds tend to be more liquid and less likely to close.
  • TPHD is classified as equity, while INCE is alternative — different risk/return profiles.
  • TPHD follows a index tracking strategy; INCE uses option income.
  • Over the last 3 years, INCE has delivered higher annualized returns.

Side-by-side comparison

TPHDINCE
Annual cost (TER)0.52%0.29%
Fund size (AUM)$360M$117M
Since20192016
Dividend yield1.94%4.82%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+15.7%+28.2%
CAGR 3Y+13.9%+17.1%
CAGR 5Y+8.8%+11.3%
Sharpe 3Y0.791.16
Volatility 1Y10.62%8.40%
Max drawdown-41.70%-33.95%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TPHD and INCE