INCE vs TYLG

vs

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

MetricINCETYLG
Fund FamilyFranklin Templeton Investments (US)Global X by mirae Asset
Expense Ratio0.29%0.60%
AUM$108M$12M
Dividend Yield4.95%8.55%
Holdings Count8174
Inception Date2016-09-202022-11-21
Investment StyleLarge Cap ValueOption Writing
1-Month Return+4.05%-0.50%
YTD Return+9.87%-0.71%
1-Year Return+21.86%+15.55%
3-Year Return+17.31%+22.29%
5-Year Return+13.21%-
10-Year Return--
Buy Score7859
Momentum Score8829
Value Score5965

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, INCE or TYLG?

INCE has an expense ratio of 0.29% while TYLG charges 0.60%. INCE is the cheaper option, saving you money on management fees over time.

Do INCE and TYLG hold the same stocks?

INCE and TYLG 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 TYLG?

Over the past year, INCE returned +21.86% while TYLG returned +15.55%. INCE outperformed over this period. Past performance does not guarantee future results.