INCE vs TYO

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

MetricINCETYO
Fund FamilyFranklin Templeton Investments (US)Direxion Shares ETF Trust
Expense Ratio0.29%1.00%
AUM$108M$9M
Dividend Yield4.95%3.85%
Holdings Count816
Inception Date2016-09-202009-04-16
Investment StyleLarge Cap ValueTrading-Inverse Debt
1-Month Return+4.05%+1.89%
YTD Return+9.87%+1.51%
1-Year Return+21.86%-5.33%
3-Year Return+17.31%+7.45%
5-Year Return+13.21%+12.86%
10-Year Return-+0.23%
Buy Score7855
Momentum Score8841
Value Score5936

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 TYO?

INCE has an expense ratio of 0.29% while TYO charges 1.00%. INCE is the cheaper option, saving you money on management fees over time.

Do INCE and TYO hold the same stocks?

INCE and TYO 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 TYO?

Over the past year, INCE returned +21.86% while TYO returned -5.33%. INCE outperformed over this period. Past performance does not guarantee future results.