FAAR vs INCE

vs

Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. INCE offers more diversification with 81 holdings.

Side-by-Side Comparison

MetricFAARINCE
Fund FamilyFirst Trust Portfolios (US)Franklin Templeton Investments (US)
Expense Ratio0.97%0.29%
AUM$165M$108M
Dividend Yield10.44%4.95%
Holdings Count3081
Inception Date2016-05-182016-09-20
Investment StyleCommoditiesLarge Cap Value
1-Month Return+3.07%+4.05%
YTD Return+11.28%+9.87%
1-Year Return+19.40%+21.86%
3-Year Return+6.43%+17.31%
5-Year Return+7.18%+13.21%
10-Year Return--
Buy Score6578
Momentum Score8688
Value Score5559

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

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 +19.40% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.