INCE vs SAWS

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Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. INCE offers more diversification with 81 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
0
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 0 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.