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 102 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
0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique
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 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, 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.