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USPX vs INCM

Franklin U.S. Equity Index ETF vs Franklin Income Focus ETF

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

INCM

Franklin Income Focus ETF

Franklin Templeton Investments

Annual cost

0.38%

Fund size

$1.5B

Key differences

  • USPX costs 0.35% less per year.
  • USPX is classified as equity, while INCM is alternative — different risk/return profiles.
  • USPX covers north america markets; INCM covers emerging markets.
  • USPX follows a index tracking strategy; INCM uses multi strategy.
  • USPX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USPXINCM
Annual cost (TER)0.03%0.38%
Fund size (AUM)$1.8B$1.5B
Since20162023
Dividend yield1.09%5.04%
Asset classequityalternative
Regionnorth americaemerging markets
Strategyindex trackingmulti strategy
CAGR 1Y+28.8%+17.4%
CAGR 3Y+23.3%N/A
CAGR 5Y+12.6%N/A
Sharpe 3Y1.22N/A
Volatility 1Y12.24%5.28%
Max drawdown-31.21%-7.84%

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

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