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. IGBH offers more diversification with 274 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
0
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 0 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.