ARKG vs INCE
ARK Genomic Revolution ETF vs Franklin Income Equity Focus ETF
Quick Verdict
INCE has a lower expense ratio. ARKG delivered stronger 1-year returns. INCE offers more diversification with 47 holdings.
Side-by-Side Comparison
| Metric | ARKG | INCE | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.29% | |
| AUM | $1.6B | $132M | |
| Dividend Yield | 0.00% | 4.82% | |
| Holdings | 33 | 82 | |
| YTD Return | +51.88% | +17.08% | |
| 1Y Return | +76.15% | +24.26% | |
| 3Y Return (annualized) | +11.66% | +16.92% | |
| 5Y Return (annualized) | -11.51% | +10.94% | |
| Volatility (annualized) | 36.4% | 13.8% | |
| Max Drawdown | -83.6% | -34.1% | |
| Fund Family | Ark Invest | Franklin Templeton Investments (US) | |
| Category | Equity | Equity | |
| Inception | Oct 31, 2014 | Sep 20, 2016 |
ARKG vs INCE Performance
ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest and Franklin Income Equity Focus ETF (INCE) is a ETF from Franklin Templeton Investments (US). Over the past year ARKG returned +76.15% while INCE returned +24.26%. Year to date, ARKG is up 51.88% versus a gain of 17.08% for INCE.
Over three years, ARKG compounded at +11.66% per year against +16.92% for INCE; over five years the annualized figures are -11.51% and +10.94% respectively. Across the full 10-year window we track, INCE has the edge at +12.62% annualized vs +7.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKG has been the more volatile fund, with annualized monthly volatility of 36.4% compared with 13.8% for INCE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -83.6% for ARKG and -34.1% for INCE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ARKG charges 0.75% per year while INCE charges 0.29%. On a $10,000 position that is $75 vs $29 annually, a gap of $46 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 4.82% for INCE.
Holdings Overlap
ARKG and INCE share 0 holdings out of 78 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ARKG or INCE?
ARKG has an expense ratio of 0.75% while INCE charges 0.29%. INCE is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, ARKG or INCE?
Over the past year ARKG returned +76.15% vs +24.26% for INCE, so ARKG leads on 1-year performance. Over the longest common window we track (10 years), ARKG annualized +7.91% vs +12.62% for INCE. Past performance does not guarantee future results.
Which is riskier, ARKG or INCE?
ARKG has been the more volatile fund at 36.4% annualized versus 13.8% for INCE. Worst drawdown: ARKG -83.6% vs INCE -34.1%.
Should I hold both ARKG and INCE?
ARKG and INCE have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARKG and INCE?
ARKG and INCE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 78 unique securities.
Which pays a higher dividend, ARKG or INCE?
ARKG yields 0.00% while INCE yields 4.82%, so INCE currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.