INCE vs SAWS

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Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. SAWS offers more diversification with 70 holdings.

Side-by-Side Comparison

MetricINCESAWS
Fund FamilyFranklin Templeton Investments (US)Advisors Asset Management, Inc.
Expense Ratio0.29%0.55%
AUM$108M$6M
Dividend Yield4.95%0.02%
Holdings Count8171
Inception Date2016-09-202024-07-30
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+4.05%+4.06%
YTD Return+9.87%+3.70%
1-Year Return+21.86%+8.69%
3-Year Return+17.31%-
5-Year Return+13.21%-
10-Year Return--
Buy Score7866
Momentum Score8861
Value Score5949

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
111
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, INCE or SAWS?

INCE has an expense ratio of 0.29% while SAWS charges 0.55%. INCE is the cheaper option, saving you money on management fees over time.

Do INCE and SAWS hold the same stocks?

INCE and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 111 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, INCE or SAWS?

Over the past year, INCE returned +21.86% while SAWS returned +8.69%. INCE outperformed over this period. Past performance does not guarantee future results.