CGW vs INCE
vs
CGW vs INCE
Invesco S&P Global Water Index ETF vs Franklin Income Equity Focus ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
INCE has a lower expense ratio. CGW delivered stronger 1-year returns. CGW offers more diversification with 60 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 | 79 | 83 |
| Value Score | 52 | 59 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
101
Total Unique
Sector Allocation
Loading chart...
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 101 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.