FQAL vs INCE

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Quick Verdict

FQAL has a lower expense ratio. INCE delivered stronger 1-year returns. FQAL offers more diversification with 130 holdings.

Side-by-Side Comparison

MetricFQALINCE
Fund FamilyFidelity Investments (US)Franklin Templeton Investments (US)
Expense Ratio0.15%0.29%
AUM$1.2B$108M
Dividend Yield1.10%4.95%
Holdings Count13081
Inception Date2016-09-122016-09-20
Investment StyleLarge Cap BlendLarge Cap Value
1-Month Return+1.52%+4.05%
YTD Return+1.40%+9.87%
1-Year Return+15.18%+21.86%
3-Year Return+19.11%+17.31%
5-Year Return+14.01%+13.21%
10-Year Return--
Buy Score7478
Momentum Score4988
Value Score7459

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, FQAL or INCE?

FQAL has an expense ratio of 0.15% while INCE charges 0.29%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and INCE hold the same stocks?

FQAL 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, FQAL or INCE?

Over the past year, FQAL returned +15.18% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.