FNGG vs INCE

FNGG vs INCE
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Quick Verdict

INCE has a lower expense ratio. FNGG delivered stronger 1-year returns. INCE offers more diversification with 97 holdings.

Lower Fees: INCEHigher Returns: FNGGMore Diversified: INCE

Side-by-Side Comparison

MetricFNGGINCEWinner
Expense Ratio0.97%0.29%
AUM$143M$282M
Dividend Yield10.70%4.86%
Holdings1897
YTD Return+28.33%+16.29%
1Y Return+32.83%+23.16%
3Y Return (annualized)+59.45%+17.40%
5Y Return (annualized)+3.58%+10.71%
Volatility (annualized)58.3%13.8%
Max Drawdown-91.3%-34.1%
Fund FamilyDirexion Shares ETF TrustFranklin Templeton Investments (US)
CategoryAlternativeEquity
InceptionSep 29, 2021Sep 20, 2016

FNGG vs INCE Performance

Direxion Daily NYSE FANG+ Bull 2X ETF (FNGG) is a ETF from Direxion Shares ETF Trust and Franklin Income Equity Focus ETF (INCE) is a ETF from Franklin Templeton Investments (US). Over the past year FNGG returned +32.83% while INCE returned +23.16%. Year to date, FNGG is up 28.33% versus a gain of 16.29% for INCE.

Over three years, FNGG compounded at +59.45% per year against +17.40% for INCE; over five years the annualized figures are +3.58% and +10.71% respectively. Across the full 5-year window we track, INCE has the edge at +12.52% annualized vs +3.58%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FNGG has been the more volatile fund, with annualized monthly volatility of 58.3% 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 -91.3% for FNGG 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FNGG charges 0.97% per year while INCE charges 0.29%. On a $10,000 position that is $97 vs $29 annually, a gap of $68 per year that compounds over a long holding period. On income, FNGG currently yields 10.70% against 4.86% for INCE.

Holdings Overlap

0.6%overlap

FNGG and INCE share 1 holdings out of 71 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FNGGWeight in INCEDifference
GOOGL4.06%0.59%3.47%

Frequently Asked Questions

Which is cheaper, FNGG or INCE?

FNGG has an expense ratio of 0.97% while INCE charges 0.29%. INCE is the cheaper option. On a $10,000 investment, that is $68 per year of difference.

Which performed better, FNGG or INCE?

Over the past year FNGG returned +32.83% vs +23.16% for INCE, so FNGG leads on 1-year performance. Over the longest common window we track (5 years), FNGG annualized +3.58% vs +12.52% for INCE. Past performance does not guarantee future results.

Which is riskier, FNGG or INCE?

FNGG has been the more volatile fund at 58.3% annualized versus 13.8% for INCE. Worst drawdown: FNGG -91.3% vs INCE -34.1%.

Should I hold both FNGG and INCE?

FNGG and INCE have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FNGG and INCE?

FNGG and INCE share 1 common holdings with a 0.6% weight overlap. Combined, they hold 71 unique securities.

Which pays a higher dividend, FNGG or INCE?

FNGG yields 10.70% while INCE yields 4.86%, so FNGG currently pays the higher dividend yield.

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