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 331 holdings.

Side-by-Side Comparison

MetricFTCBINCE
Fund FamilyFirst Trust Portfolios (US)Franklin Templeton Investments (US)
Expense Ratio0.56%0.29%
AUM$2.5B$131M
Dividend Yield5.28%4.82%
Holdings Count72182
Inception Date2023-11-072016-09-20
Investment StyleInvestment Grade BondLarge Cap Value
1-Month Return-0.14%-1.11%
YTD Return-1.56%+10.97%
1-Year Return+1.74%+21.53%
3-Year Return-+15.32%
5-Year Return-+10.59%
10-Year Return--
Buy Score5377
Momentum Score1667
Value Score-57

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
378
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 378 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 +1.74% while INCE returned +21.53%. INCE outperformed over this period. Past performance does not guarantee future results.