INCE vs VGI
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INCE vs VGI
Franklin Income Equity Focus ETF vs Virtus Global Multi-Sector Income Fund
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Quick Verdict
INCE has a lower expense ratio. INCE delivered stronger 1-year returns. VGI offers more diversification with 434 holdings.
Side-by-Side Comparison
| Metric | INCE | VGI |
|---|---|---|
| Fund Family | Franklin Templeton Investments (US) | Virtus Investment Partners |
| Expense Ratio | 0.29% | 1.74% |
| AUM | $132M | $90M |
| Dividend Yield | 4.82% | 11.98% |
| Holdings Count | 82 | 646 |
| Inception Date | 2016-09-20 | 2012-02-23 |
| Investment Style | Large Cap Value | Diversified Sectoral Bond |
| 1-Month Return | +1.48% | +1.12% |
| YTD Return | +12.22% | +2.62% |
| 1-Year Return | +27.78% | +12.29% |
| 3-Year Return | +17.84% | +9.57% |
| 5-Year Return | +11.24% | +2.41% |
| 10-Year Return | - | +3.81% |
| Buy Score | 72 | 58 |
| Momentum Score | 70 | 40 |
| Value Score | 59 | 39 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
481
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, INCE or VGI?
INCE has an expense ratio of 0.29% while VGI charges 1.74%. INCE is the cheaper option, saving you money on management fees over time.
Do INCE and VGI hold the same stocks?
INCE and VGI share 0 common holdings with a 0.0% weight overlap. They hold 481 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, INCE or VGI?
Over the past year, INCE returned +27.78% while VGI returned +12.29%. INCE outperformed over this period. Past performance does not guarantee future results.