FTGS vs INCE

vs

Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. INCE offers more diversification with 81 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 Score4788
Value Score6659

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

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 0 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.