HUSV vs INCE
vs
HUSV vs INCE
First Trust Horizon Managed Volatility Domestic ETF vs Franklin Income Equity Focus ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
INCE has a lower expense ratio. INCE delivered stronger 1-year returns. HUSV offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | HUSV | INCE |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Franklin Templeton Investments (US) |
| Expense Ratio | 0.70% | 0.29% |
| AUM | $75M | $108M |
| Dividend Yield | 1.31% | 4.95% |
| Holdings Count | 102 | 81 |
| Inception Date | 2016-08-24 | 2016-09-20 |
| Investment Style | Large Cap Blend | Large Cap Value |
| 1-Month Return | +1.97% | +4.05% |
| YTD Return | +2.44% | +9.87% |
| 1-Year Return | +3.07% | +21.86% |
| 3-Year Return | +7.82% | +17.31% |
| 5-Year Return | +8.85% | +13.21% |
| 10-Year Return | - | - |
| Buy Score | 68 | 78 |
| Momentum Score | 46 | 88 |
| Value Score | 48 | 59 |
Holdings Overlap
Sector Allocation
Loading chart...
Frequently Asked Questions
Which has lower fees, HUSV or INCE?
HUSV has an expense ratio of 0.70% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.
Do HUSV and INCE hold the same stocks?
HUSV and INCE share 11 common holdings with a 10.4% weight overlap. They hold 130 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, HUSV or INCE?
Over the past year, HUSV returned +3.07% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.