INCE vs TYO

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Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. INCE offers more diversification with 41 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 Score59-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
44
Total Unique

Sector Allocation

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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 44 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.