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 47 holdings.

Side-by-Side Comparison

MetricARKGINCE
Fund FamilyArk InvestFranklin Templeton Investments (US)
Expense Ratio0.75%0.29%
AUM$1.3B$131M
Dividend Yield0.00%4.82%
Holdings Count3382
Inception Date2014-10-312016-09-20
Investment StyleSmall Cap BlendLarge Cap Value
1-Month Return+21.55%-1.11%
YTD Return+44.11%+10.97%
1-Year Return+73.03%+21.53%
3-Year Return+7.63%+15.32%
5-Year Return-14.46%+10.59%
10-Year Return+10.95%-
Buy Score9077
Momentum Score9767
Value Score4657

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
79
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 79 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 +73.03% while INCE returned +21.53%. ARKG outperformed over this period. Past performance does not guarantee future results.