ELCV vs INCE

vs

Quick Verdict

INCE has a lower expense ratio. INCE offers more diversification with 81 holdings.

Side-by-Side Comparison

MetricELCVINCE
Fund FamilyEventideFranklin Templeton Investments (US)
Expense Ratio0.49%0.29%
AUM$167M$108M
Dividend Yield2.08%4.95%
Holdings Count4781
Inception Date2024-09-302016-09-20
Investment StyleLarge Cap BlendLarge Cap Value
1-Month Return+5.84%+4.05%
YTD Return+4.34%+9.87%
1-Year Return-+21.86%
3-Year Return-+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score6578
Momentum Score7388
Value Score4659

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, ELCV or INCE?

ELCV has an expense ratio of 0.49% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do ELCV and INCE hold the same stocks?

ELCV 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, ELCV or INCE?

Historical return data is not currently available for comparison.