FAAR vs INCE

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Quick Verdict

INCE has a lower expense ratio. FAAR delivered stronger 1-year returns. INCE offers more diversification with 82 holdings.

Side-by-Side Comparison

MetricFAARINCE
Fund FamilyFirst Trust Portfolios (US)Franklin Templeton Investments (US)
Expense Ratio0.97%0.29%
AUM$187M$131M
Dividend Yield9.75%4.82%
Holdings Count682
Inception Date2016-05-182016-09-20
Investment StyleCommoditiesLarge Cap Value
1-Month Return-6.77%-1.11%
YTD Return+16.29%+10.97%
1-Year Return+25.83%+21.53%
3-Year Return+9.62%+15.32%
5-Year Return+6.99%+10.59%
10-Year Return+4.39%-
Buy Score7577
Momentum Score7767
Value Score5057

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Frequently Asked Questions

Which has lower fees, FAAR or INCE?

FAAR has an expense ratio of 0.97% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do FAAR and INCE hold the same stocks?

FAAR 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, FAAR or INCE?

Over the past year, FAAR returned +25.83% while INCE returned +21.53%. FAAR outperformed over this period. Past performance does not guarantee future results.