Compare · 2 funds side by side · dividends reinvested

INCE and SPY

INCEFranklin Templeton×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

INCE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin Income Equity Focus ETFIncome · Dividend stocks0.29%5.03%+16.5%+23.0%+18.7%+10.5%−5.0%8.3%$366M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: INCE 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Equity Focus ETF · $366M$16,456

INCE

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 14.8% in common

INCEMeasureSPY

+16.5%Year to dateJan 1 → Nov 5+8.3%

+23.0%1 yearTotal return+9.7%

+18.7%3 years · per year$10,000 became $16,719 · $18,174+22.0%

+10.5%5 years · per year$10,000 became $16,456 · $17,099+11.3%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

5.03%Trailing 12-mo yield$503 · $103 a year on $10k1.03%

−5.0%Worst dropSmaller is better−8.9%

8.3%VolatilityLower is calmer13.6%

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

5–3INCE wins

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

More Ways to See the Pairs

INCE vs SPY: Top 5 Holdings

Today

INCE

14.3%in top 5

SPY

in top 527.7%

INCEStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.5%CVXnot top 5

2.9%VZnot top 5

2.8%PGnot top 5

2.6%PEPnot top 5

not top 5GOOGL2.6%

2.5%SOnot top 5

Held in common14.8%

End-of-day Nov 5, 2026 · share of each fund

INCE vs SPY Returns, Every Period

Franklin TempletonINCE

+10.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

INCESPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: INCE vs SPY

YTD

Franklin TempletonINCE

+16.5%

SPYSPDR

+8.3%

+16.5%Year to date+8.3%

−5.0%Worst drop · 1Y−8.9%

8.3%Volatility · 1Y13.6%

5.0%Yield1.0%

$366MAssets$819B

4–0INCE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INCE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

INCE0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: INCE, SPY

5.03%highest, INCE

FundTrailing yieldYield$10k

INCE5.03%$503

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$474most kept, INCE

INCE$503 − $29 = $474

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: INCE, SPY

Today

14.8%most shared, INCE and SPY

INCESPY

INCE—14.8%

SPY14.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.0%INCE, at 8.3% volatility

INCEWorst drop−5.0%8.3% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

INCESPY

+16.5%Year to date+8.3%

5.0%Yield1.0%

+23.0%Past year+9.7%

0.29%Fee0.09%

3–1INCE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026