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 124 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 Score4883
Value Score7459

Holdings Overlap

10.4%
Weight Overlap
12
Shared Holdings
153
Total Unique

Top Shared Holdings

TickerFQAL WeightINCE Weight
XOM0.96%3.75%
JNJ1.37%2.95%
JPM1.96%1.70%
MRK1.04%2.61%
PG0.82%2.78%
VZ0.42%2.54%
SO0.30%2.53%
PM0.68%1.61%
HD1.16%1.06%
MCD1.06%1.11%

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 12 common holdings with a 10.4% weight overlap. They hold 153 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.