FTCB vs INCE

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Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. FTCB offers more diversification with 671 holdings.

Side-by-Side Comparison

MetricFTCBINCE
Fund FamilyFirst Trust Portfolios (US)Franklin Templeton Investments (US)
Expense Ratio0.56%0.29%
AUM$2.2B$108M
Dividend Yield4.94%4.95%
Holdings Count67181
Inception Date2023-11-072016-09-20
Investment StyleInvestment Grade BondLarge Cap Value
1-Month Return-0.05%+4.05%
YTD Return+0.00%+9.87%
1-Year Return+7.44%+21.86%
3-Year Return-+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score5578
Momentum Score2988
Value Score5659

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, FTCB or INCE?

FTCB has an expense ratio of 0.56% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do FTCB and INCE hold the same stocks?

FTCB 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, FTCB or INCE?

Over the past year, FTCB returned +7.44% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.