IGBH vs INCE
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IGBH vs INCE
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs Franklin Income Equity Focus ETF
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Quick Verdict
IGBH has a lower expense ratio. INCE delivered stronger 1-year returns. INCE offers more diversification with 41 holdings.
Side-by-Side Comparison
| Metric | IGBH | INCE |
|---|---|---|
| Fund Family | iShares by BlackRock (US) | Franklin Templeton Investments (US) |
| Expense Ratio | 0.14% | 0.29% |
| AUM | $174M | $108M |
| Dividend Yield | 6.09% | 4.95% |
| Holdings Count | 274 | 81 |
| Inception Date | 2015-07-22 | 2016-09-20 |
| Investment Style | Ultrashort Term Bond | Large Cap Value |
| 1-Month Return | +0.89% | +4.05% |
| YTD Return | +0.85% | +9.87% |
| 1-Year Return | +7.33% | +21.86% |
| 3-Year Return | +7.78% | +17.31% |
| 5-Year Return | +5.04% | +13.21% |
| 10-Year Return | +4.61% | - |
| Buy Score | 60 | 78 |
| Momentum Score | 41 | 88 |
| Value Score | 63 | 59 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
43
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IGBH or INCE?
IGBH has an expense ratio of 0.14% while INCE charges 0.29%. IGBH is the cheaper option, saving you money on management fees over time.
Do IGBH and INCE hold the same stocks?
IGBH and INCE share 0 common holdings with a 0.0% weight overlap. They hold 43 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IGBH or INCE?
Over the past year, IGBH returned +7.33% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.