IG vs INCE
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IG vs INCE
Principal Investment Grade Corporate Active ETF vs Franklin Income Equity Focus ETF
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Quick Verdict
IG has a lower expense ratio. INCE delivered stronger 1-year returns. IG offers more diversification with 231 holdings.
Side-by-Side Comparison
| Metric | IG | INCE |
|---|---|---|
| Fund Family | Principal Funds | Franklin Templeton Investments (US) |
| Expense Ratio | 0.19% | 0.29% |
| AUM | $166M | $108M |
| Dividend Yield | 4.97% | 4.95% |
| Holdings Count | 231 | 81 |
| Inception Date | 2018-04-18 | 2016-09-20 |
| Investment Style | Long Term Mid Quality | Large Cap Value |
| 1-Month Return | +0.38% | +4.05% |
| YTD Return | +0.43% | +9.87% |
| 1-Year Return | +7.39% | +21.86% |
| 3-Year Return | +4.29% | +17.31% |
| 5-Year Return | -0.34% | +13.21% |
| 10-Year Return | - | - |
| Buy Score | 70 | 78 |
| Momentum Score | 35 | 88 |
| Value Score | 58 | 59 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
0
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 0 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 +7.39% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.