FLGV vs INCE

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Quick Verdict

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

Side-by-Side Comparison

MetricFLGVINCE
Fund FamilyFranklin Templeton Investments (US)Franklin Templeton Investments (US)
Expense Ratio0.09%0.29%
AUM$1.0B$108M
Dividend Yield3.99%4.95%
Holdings Count4881
Inception Date2020-06-092016-09-20
Investment StyleIntermediate Term US Government BondLarge Cap Value
1-Month Return+0.10%+4.05%
YTD Return+0.15%+9.87%
1-Year Return+5.85%+21.86%
3-Year Return+2.58%+17.31%
5-Year Return-0.76%+13.21%
10-Year Return--
Buy Score7178
Momentum Score2888
Value Score6759

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, FLGV or INCE?

FLGV has an expense ratio of 0.09% while INCE charges 0.29%. FLGV is the cheaper option, saving you money on management fees over time.

Do FLGV and INCE hold the same stocks?

FLGV 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, FLGV or INCE?

Over the past year, FLGV returned +5.85% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.