INCE vs SBIO
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INCE vs SBIO
Franklin Income Equity Focus ETF vs ALPS Medical Breakthroughs ETF
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Quick Verdict
INCE has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 90 holdings.
Side-by-Side Comparison
| Metric | INCE | SBIO |
|---|---|---|
| Fund Family | Franklin Templeton Investments (US) | ALPS Advisors |
| Expense Ratio | 0.29% | 0.50% |
| AUM | $108M | $139M |
| Dividend Yield | 4.95% | 0.00% |
| Holdings Count | 81 | 90 |
| Inception Date | 2016-09-20 | 2014-12-30 |
| Investment Style | Large Cap Value | Small Cap Growth |
| 1-Month Return | +4.05% | +0.62% |
| YTD Return | +9.87% | +2.63% |
| 1-Year Return | +21.86% | +64.54% |
| 3-Year Return | +17.31% | +20.94% |
| 5-Year Return | +13.21% | -0.63% |
| 10-Year Return | - | +10.30% |
| Buy Score | 78 | 68 |
| Momentum Score | 88 | 59 |
| Value Score | 59 | 67 |
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 SBIO?
INCE has an expense ratio of 0.29% while SBIO charges 0.50%. INCE is the cheaper option, saving you money on management fees over time.
Do INCE and SBIO hold the same stocks?
INCE and SBIO 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 SBIO?
Over the past year, INCE returned +21.86% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.