Compare · 2 funds side by side · dividends reinvested

INCE and CGDV

INCEFranklin Templeton×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,850INCE · best of the two

02 / 04

INCE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin Income Equity Focus ETFIncome · Dividend stocks0.29%4.94%+18.6%+24.2%+19.7%+11.0%−5.0%8.1%$367M1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: INCE 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Equity Focus ETF · $367M$16,850

INCE

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

INCEMeasureCGDV

+18.6%Year to dateJan 1 → Nov 4+14.6%

+24.2%1 yearTotal return+17.5%

+19.7%3 years · per year$10,000 became $17,167 · $20,044+26.1%

+11.0%5 years · per year$10,000 became $16,850 · […][…]

0.29%Expense ratio$29 · $33 a year on $10k · lower is better0.33%

4.94%Trailing 12-mo yield$494 · $122 a year on $10k1.22%

−5.0%Worst dropSmaller is better−9.7%

8.1%VolatilityLower is calmer12.6%

INCECGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1INCE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INCE vs CGDV: Top 5 Holdings

Today

INCE

14.5%in top 5

CGDV

in top 524.6%

INCEStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

3.7%CVXnot top 5

not top 5RTX3.3%

2.9%VZnot top 5

2.8%PGnot top 5

2.7%LMTnot top 5

2.5%PEPnot top 5

Held in common12.9%

End-of-day Nov 4, 2026 · share of each fund

INCE vs CGDV Returns, Every Period

Franklin TempletonINCE

+24.2%

past year

CGDVCapital Group

+17.5%

past year

INCECGDVFaded: behind in that period

2–1INCE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

INCE vs CGDV

YTD

Franklin TempletonINCE

+18.6%

CGDVCapital Group

+14.6%

+18.6%Year to date+14.6%

−5.0%Worst drop · 1Y−9.7%

8.1%Volatility · 1Y12.6%

4.9%Yield1.2%

$367MAssets$38.8B

4–0INCE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INCE, CGDV

Today

0.29%lowest, INCE

FundExpense ratioFee$10k

INCE0.29%$29

CGDV0.33%$33

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: INCE, CGDV

4.94%highest, INCE

FundTrailing yieldYield$10k

INCE4.94%$494

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$465most kept, INCE

INCE$494 − $29 = $465

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: INCE, CGDV

Today

12.9%most shared, INCE and CGDV

INCECGDV

INCE—12.9%

CGDV12.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.2%INCE, at 8.1% volatility

INCEWorst drop−5.0%8.1% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

INCECGDV

+18.6%Year to date+14.6%

4.9%Yield1.2%

+24.2%Past year+17.5%

0.29%Fee0.33%

4–0INCE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026