GLOW vs INCE

Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. INCE offers more diversification with 47 holdings.

Lower Fees: INCEHigher Returns: INCEMore Diversified: INCE

Side-by-Side Comparison

MetricGLOWINCEWinner
Expense Ratio0.72%0.29%
AUM$63M$132M
Dividend Yield1.28%4.82%
Holdings1682
YTD Return+15.25%+17.08%
1Y Return+23.92%+24.26%
3Y Return (annualized)-+16.92%
5Y Return (annualized)-+10.94%
Volatility (annualized)10.8%13.8%
Max Drawdown-15.6%-34.1%
Fund FamilyVictory Capital Management Inc.Franklin Templeton Investments (US)
CategoryEquityEquity
InceptionJun 21, 2024Sep 20, 2016

GLOW vs INCE Performance

VictoryShares WestEnd Global Equity ETF (GLOW) is a ETF from Victory Capital Management Inc. and Franklin Income Equity Focus ETF (INCE) is a ETF from Franklin Templeton Investments (US). Over the past year GLOW returned +23.92% while INCE returned +24.26%. Year to date, GLOW is up 15.25% versus a gain of 17.08% for INCE.

Risk: Volatility and Drawdowns

INCE has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 10.8% for GLOW. 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 -15.6% for GLOW 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GLOW charges 0.72% per year while INCE charges 0.29%. On a $10,000 position that is $72 vs $29 annually, a gap of $43 per year that compounds over a long holding period. On income, GLOW currently yields 1.28% against 4.82% for INCE.

Holdings Overlap

0.0%overlap

GLOW and INCE share 0 holdings out of 62 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, GLOW or INCE?

GLOW has an expense ratio of 0.72% while INCE charges 0.29%. INCE is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

Which performed better, GLOW or INCE?

Over the past year GLOW returned +23.92% vs +24.26% for INCE, so INCE leads on 1-year performance. Over the longest common window we track (2 years), GLOW annualized +20.06% vs +12.62% for INCE. Past performance does not guarantee future results.

Which is riskier, GLOW or INCE?

INCE has been the more volatile fund at 13.8% annualized versus 10.8% for GLOW. Worst drawdown: GLOW -15.6% vs INCE -34.1%.

Should I hold both GLOW and INCE?

GLOW and INCE have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GLOW and INCE?

GLOW and INCE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 62 unique securities.

Which pays a higher dividend, GLOW or INCE?

GLOW yields 1.28% while INCE yields 4.82%, so INCE currently pays the higher dividend yield.

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