INCE vs PHDG
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INCE vs PHDG
Franklin Income Equity Focus ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
INCE has a lower expense ratio. INCE delivered stronger 1-year returns. PHDG offers more diversification with 513 holdings.
Side-by-Side Comparison
| Metric | INCE | PHDG |
|---|---|---|
| Fund Family | Franklin Templeton Investments (US) | Invesco (US) |
| Expense Ratio | 0.29% | 0.39% |
| AUM | $108M | $65M |
| Dividend Yield | 4.95% | 2.06% |
| Holdings Count | 81 | 513 |
| Inception Date | 2016-09-20 | 2012-12-05 |
| Investment Style | Large Cap Value | All Cap Blend |
| 1-Month Return | +4.05% | +0.30% |
| YTD Return | +9.87% | +1.71% |
| 1-Year Return | +21.86% | +3.17% |
| 3-Year Return | +17.31% | +7.51% |
| 5-Year Return | +13.21% | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 78 | 71 |
| Momentum Score | 88 | 41 |
| Value Score | 59 | 57 |
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, INCE or PHDG?
INCE has an expense ratio of 0.29% while PHDG charges 0.39%. INCE is the cheaper option, saving you money on management fees over time.
Do INCE and PHDG hold the same stocks?
INCE and PHDG 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, INCE or PHDG?
Over the past year, INCE returned +21.86% while PHDG returned +3.17%. INCE outperformed over this period. Past performance does not guarantee future results.