IG vs INCE

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Quick Verdict

IG has a lower expense ratio. INCE delivered stronger 1-year returns. IG offers more diversification with 145 holdings.

Side-by-Side Comparison

MetricIGINCE
Fund FamilyPrincipal FundsFranklin Templeton Investments (US)
Expense Ratio0.19%0.29%
AUM$200M$131M
Dividend Yield5.07%4.82%
Holdings Count24882
Inception Date2018-04-182016-09-20
Investment StyleLong Term Mid QualityLarge Cap Value
1-Month Return+0.20%-1.11%
YTD Return+1.20%+10.97%
1-Year Return+4.67%+21.53%
3-Year Return+5.34%+15.32%
5-Year Return-0.02%+10.59%
10-Year Return--
Buy Score7177
Momentum Score3067
Value Score5257

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
192
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, IG or INCE?

IG has an expense ratio of 0.19% while INCE charges 0.29%. IG is the cheaper option, saving you money on management fees over time.

Do IG and INCE hold the same stocks?

IG and INCE share 0 common holdings with a 0.0% weight overlap. They hold 192 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, IG or INCE?

Over the past year, IG returned +4.67% while INCE returned +21.53%. INCE outperformed over this period. Past performance does not guarantee future results.