FTGS vs INCE

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Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. FTGS offers more diversification with 50 holdings.

Side-by-Side Comparison

MetricFTGSINCE
Fund FamilyFirst Trust Portfolios (US)Franklin Templeton Investments (US)
Expense Ratio0.60%0.29%
AUM$1.2B$108M
Dividend Yield0.16%4.95%
Holdings Count5181
Inception Date2022-10-252016-09-20
Investment StyleLarge Cap GrowthLarge Cap Value
1-Month Return+1.50%+4.05%
YTD Return+1.44%+9.87%
1-Year Return+10.72%+21.86%
3-Year Return+18.08%+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score7178
Momentum Score4783
Value Score6659

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
91
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTGS or INCE?

FTGS has an expense ratio of 0.60% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do FTGS and INCE hold the same stocks?

FTGS and INCE share 0 common holdings with a 0.0% weight overlap. They hold 91 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTGS or INCE?

Over the past year, FTGS returned +10.72% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.