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INCEFranklin Income Equity Focus ETF

Get income#683 of 1640 for Get income

Seeks income and capital appreciation with a focus on lower volatility.

Franklin Templeton Investments · Since 2016 (9 years)

Annual Cost

0.29%

#1220 out of 5,332 ETFs

Fund Size

$113M

#2609 out of 5,332 ETFs

Dividend Yield

4.80%

Track Record

9 years

#1498 out of 5,332 ETFs

Performance

1 Year

+30.8%

3 Years

+17.1%

5 Years

+11.0%

What's inside

Asset class
Strategy
option income

Asset allocation

Stocks
58.0%
Preferred
20.8%
Bonds
17.4%
Cash
3.8%

Top holdings

Exxon Mobil CorpXOM4.2%
Chevron CorpCVX3.6%
PepsiCo IncPEP3.0%
Verizon Communications IncVZ2.8%
Franklin Instl U.S. Govt Mny Mkt FundINFXX2.8%
Southern CoSO2.7%
Lockheed Martin CorpLMT2.7%
Procter & Gamble CoPG2.6%
Johnson Controls International PLC Registered SharesJCI2.5%
Rio Tinto PLC ADRRIO2.3%

Risk profile

Volatility (1Y)

9.0%

Moderate

Max drawdown

-34.0%

Worst peak-to-trough loss

Sharpe (3Y)

1.15

Excellent risk-adjusted returns

Sortino (3Y)

1.68

Good downside protection

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05