INCE vs TYLG

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Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. TYLG offers more diversification with 71 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

1.9%
Weight Overlap
3
Shared Holdings
109
Total Unique

Top Shared Holdings

TickerINCE WeightTYLG Weight
TXN2.03%0.86%
ORCL0.39%1.05%
ACN0.65%0.64%

Sector Allocation

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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 3 common holdings with a 1.9% weight overlap. They hold 109 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.