INCE vs SCHQ
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INCE vs SCHQ
Franklin Income Equity Focus ETF vs Schwab Long-Term US Treasury ETF
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Quick Verdict
SCHQ has a lower expense ratio. INCE delivered stronger 1-year returns. INCE offers more diversification with 41 holdings.
Side-by-Side Comparison
| Metric | INCE | SCHQ |
|---|---|---|
| Fund Family | Franklin Templeton Investments (US) | Charles Schwab Asset Management |
| Expense Ratio | 0.29% | 0.03% |
| AUM | $108M | $923M |
| Dividend Yield | 4.95% | 4.43% |
| Holdings Count | 81 | 97 |
| Inception Date | 2016-09-20 | 2019-10-10 |
| Investment Style | Large Cap Value | Long Term Government Bond |
| 1-Month Return | +4.05% | -0.06% |
| YTD Return | +9.87% | +0.09% |
| 1-Year Return | +21.86% | +4.22% |
| 3-Year Return | +17.31% | -1.99% |
| 5-Year Return | +13.21% | -6.92% |
| 10-Year Return | - | - |
| Buy Score | 78 | 61 |
| Momentum Score | 88 | 25 |
| Value Score | 59 | 73 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
51
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, INCE or SCHQ?
INCE has an expense ratio of 0.29% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do INCE and SCHQ hold the same stocks?
INCE and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 51 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, INCE or SCHQ?
Over the past year, INCE returned +21.86% while SCHQ returned +4.22%. INCE outperformed over this period. Past performance does not guarantee future results.