CGW vs INCE
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CGW vs INCE
Invesco S&P Global Water Index ETF vs Franklin Income Equity Focus ETF
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Quick Verdict
INCE has a lower expense ratio. CGW delivered stronger 1-year returns. INCE offers more diversification with 81 holdings.
Side-by-Side Comparison
| Metric | CGW | INCE |
|---|---|---|
| Fund Family | Invesco (US) | Franklin Templeton Investments (US) |
| Expense Ratio | 0.59% | 0.29% |
| AUM | $1.0B | $108M |
| Dividend Yield | 1.45% | 4.95% |
| Holdings Count | 77 | 81 |
| Inception Date | 2007-05-14 | 2016-09-20 |
| Investment Style | Mid Cap Blend | Large Cap Value |
| 1-Month Return | +4.39% | +4.05% |
| YTD Return | +7.98% | +9.87% |
| 1-Year Return | +23.15% | +21.86% |
| 3-Year Return | +12.85% | +17.31% |
| 5-Year Return | +8.95% | +13.21% |
| 10-Year Return | +11.62% | - |
| Buy Score | 81 | 78 |
| Momentum Score | 83 | 88 |
| Value Score | 52 | 59 |
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, CGW or INCE?
CGW has an expense ratio of 0.59% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.
Do CGW and INCE hold the same stocks?
CGW 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, CGW or INCE?
Over the past year, CGW returned +23.15% while INCE returned +21.86%. CGW outperformed over this period. Past performance does not guarantee future results.