Compare · 2 funds side by side · dividends reinvested

INCE and IVV

INCEFranklin Templeton×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

INCE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin Income Equity Focus ETFIncome · Dividend stocks0.29%5.08%+15.3%+20.9%+18.1%+10.2%−5.0%8.3%$360M1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: INCE 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Equity Focus ETF · $360M$16,227

INCE

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

INCEMeasureIVV

+15.3%Year to dateJan 1 → Nov 6+8.7%

+20.9%1 yearTotal return+9.8%

+18.1%3 years · per year$10,000 became $16,465 · $18,084+21.8%

+10.2%5 years · per year$10,000 became $16,227 · $17,177+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

5.08%Trailing 12-mo yield$508 · $114 a year on $10k1.14%

−5.0%Worst dropSmaller is better−8.9%

8.3%VolatilityLower is calmer13.6%

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

5–3INCE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INCE vs IVV: Top 5 Holdings

Today

INCE

14.6%in top 5

IVV

in top 527.8%

INCEStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.5%CVXnot top 5

2.9%VZnot top 5

2.9%PGnot top 5

2.7%PEPnot top 5

not top 5GOOGL2.6%

2.5%SOnot top 5

Held in common15.0%

End-of-day Nov 6, 2026 · share of each fund

INCE vs IVV Returns, Every Period

Franklin TempletonINCE

+10.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

INCEIVVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: INCE vs IVV

YTD

Franklin TempletonINCE

+15.3%

IVViShares

+8.7%

+15.3%Year to date+8.7%

−5.0%Worst drop · 1Y−8.9%

8.3%Volatility · 1Y13.6%

5.1%Yield1.1%

$360MAssets$853B

4–0INCE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INCE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

INCE0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: INCE, IVV

5.08%highest, INCE

FundTrailing yieldYield$10k

INCE5.08%$508

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$479most kept, INCE

INCE$508 − $29 = $479

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: INCE, IVV

Today

15.0%most shared, INCE and IVV

INCEIVV

INCE—15.0%

IVV15.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.9%INCE, at 8.3% volatility

INCEWorst drop−5.0%8.3% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

INCEIVV

+15.3%Year to date+8.7%

5.1%Yield1.1%

+20.9%Past year+9.8%

0.29%Fee0.03%

3–1INCE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026