INCE vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricINCESPGM
Fund FamilyFranklin Templeton Investments (US)SPDR State Street Global Advisors
Expense Ratio0.29%0.09%
AUM$108M$1.5B
Dividend Yield4.95%1.80%
Holdings Count812,954
Inception Date2016-09-202012-02-27
Investment StyleLarge Cap ValueLarge Cap Blend
1-Month Return+4.05%+3.34%
YTD Return+9.87%+2.71%
1-Year Return+21.86%+23.81%
3-Year Return+17.31%+19.04%
5-Year Return+13.21%+12.35%
10-Year Return-+5.47%
Buy Score7876
Momentum Score8859
Value Score5971

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 SPGM?

INCE has an expense ratio of 0.29% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do INCE and SPGM hold the same stocks?

INCE and SPGM 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 SPGM?

Over the past year, INCE returned +21.86% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.