ARKG vs INCE

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Quick Verdict

INCE has a lower expense ratio. ARKG delivered stronger 1-year returns. INCE offers more diversification with 81 holdings.

Side-by-Side Comparison

MetricARKGINCE
Fund FamilyArk InvestFranklin Templeton Investments (US)
Expense Ratio0.75%0.29%
AUM$1.3B$108M
Dividend Yield0.00%4.95%
Holdings Count3581
Inception Date2014-10-312016-09-20
Investment StyleSmall Cap BlendLarge Cap Value
1-Month Return-1.48%+4.05%
YTD Return+2.60%+9.87%
1-Year Return+22.24%+21.86%
3-Year Return-0.54%+17.31%
5-Year Return-20.24%+13.21%
10-Year Return+7.57%-
Buy Score6878
Momentum Score5888
Value Score6059

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or INCE?

ARKG has an expense ratio of 0.75% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do ARKG and INCE hold the same stocks?

ARKG and INCE share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ARKG or INCE?

Over the past year, ARKG returned +22.24% while INCE returned +21.86%. ARKG outperformed over this period. Past performance does not guarantee future results.