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 89 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
1
Shared Holdings
129
Total Unique
Top Shared Holdings
| Ticker | INCE Weight | SBIO Weight |
|---|---|---|
| AZN:LN | 0.65% | 0.00% |
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 1 common holdings with a 0.0% weight overlap. They hold 129 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.