FLGV vs INCE

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Quick Verdict

FLGV has a lower expense ratio. INCE delivered stronger 1-year returns. FLGV offers more diversification with 43 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

0.9%
Weight Overlap
1
Shared Holdings
83
Total Unique

Top Shared Holdings

TickerFLGV WeightINCE Weight
INFXX1.44%0.87%

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 1 common holdings with a 0.9% weight overlap. They hold 83 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.