FFLV vs INCE

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Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. FFLV offers more diversification with 132 holdings.

Side-by-Side Comparison

MetricFFLVINCE
Fund FamilyFidelity Investments (US)Franklin Templeton Investments (US)
Expense Ratio0.38%0.29%
AUM$16M$108M
Dividend Yield1.49%4.95%
Holdings Count13281
Inception Date2024-02-092016-09-20
Investment StyleLarge Cap ValueLarge Cap Value
1-Month Return+3.54%+4.05%
YTD Return+6.77%+9.87%
1-Year Return+20.71%+21.86%
3-Year Return-+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score6678
Momentum Score7988
Value Score-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, FFLV or INCE?

FFLV has an expense ratio of 0.38% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do FFLV and INCE hold the same stocks?

FFLV 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, FFLV or INCE?

Over the past year, FFLV returned +20.71% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.