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 504 holdings.
Side-by-Side Comparison
| Metric | INCE | PHDG |
|---|---|---|
| Fund Family | Franklin Templeton Investments (US) | Invesco (US) |
| Expense Ratio | 0.29% | 0.39% |
| AUM | $131M | $74M |
| Dividend Yield | 4.82% | 1.68% |
| Holdings Count | 82 | 514 |
| Inception Date | 2016-09-20 | 2012-12-05 |
| Investment Style | Large Cap Value | All Cap Blend |
| 1-Month Return | -1.11% | -3.25% |
| YTD Return | +10.97% | +10.11% |
| 1-Year Return | +21.53% | +18.03% |
| 3-Year Return | +15.32% | +9.32% |
| 5-Year Return | +10.59% | +4.65% |
| 10-Year Return | - | +7.38% |
| Buy Score | 77 | 72 |
| Momentum Score | 67 | 64 |
| Value Score | 57 | 53 |
Holdings Overlap
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 36 common holdings with a 8.8% weight overlap. They hold 515 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 +21.53% while PHDG returned +18.03%. INCE outperformed over this period. Past performance does not guarantee future results.