EASY vs. INCE
EASY (Liberty One Defensive Dividend Growth ETF) and INCE (Franklin Income Equity Focus ETF) are both Dividend funds. Both are actively managed. A 0.50 correlation means they provide meaningful diversification when combined. EASY charges 0.85%/yr vs 0.29%/yr for INCE.
Performance
EASY vs. INCE - Performance Comparison
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Returns By Period
In the year-to-date period, EASY achieves a 3.21% return, which is significantly lower than INCE's 11.76% return.
EASY
- 1D
- -0.40%
- 1M
- -2.22%
- YTD
- 3.21%
- 6M
- 3.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
INCE
- 1D
- -0.63%
- 1M
- -0.80%
- YTD
- 11.76%
- 6M
- 11.74%
- 1Y
- 24.37%
- 3Y*
- 16.29%
- 5Y*
- 10.90%
- 10Y*
- —
EASY vs. INCE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 3.21% | 0.55% |
INCE Franklin Income Equity Focus ETF | 11.76% | 4.68% |
Correlation
The correlation between EASY and INCE is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.50 |
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Return for Risk
EASY vs. INCE — Risk / Return Rank
EASY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
INCE
EASY vs. INCE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Defensive Dividend Growth ETF (EASY) and Franklin Income Equity Focus ETF (INCE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EASY | INCE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.53 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.00 | — |
| Martin ratioReturn relative to average drawdown | — | 18.57 | — |
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Drawdowns
EASY vs. INCE - Drawdown Comparison
The maximum EASY drawdown since its inception was -7.79%, smaller than the maximum INCE drawdown of -33.95%. Use the drawdown chart below to compare losses from any high point for EASY and INCE.
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Drawdown Indicators
| EASY | INCE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.79% | -33.95% | +26.16% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.90% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.01% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.40% | — |
Current DrawdownCurrent decline from peak | -7.01% | -1.98% | -5.03% |
Average DrawdownAverage peak-to-trough decline | -2.82% | -3.24% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.32% | — |
Volatility
EASY vs. INCE - Volatility Comparison
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Volatility by Period
| EASY | INCE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.78% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.18% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.38% | 8.47% | +1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.38% | 13.28% | -2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.38% | 15.67% | -5.29% |
EASY vs. INCE - Expense Ratio Comparison
EASY has a 0.85% expense ratio, which is higher than INCE's 0.29% expense ratio.
Dividends
EASY vs. INCE - Dividend Comparison
EASY's dividend yield for the trailing twelve months is around 0.77%, less than INCE's 4.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 0.77% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INCE Franklin Income Equity Focus ETF | 4.79% | 4.71% | 3.25% | 1.75% | 1.68% | 1.41% | 1.40% | 1.31% | 1.55% | 1.44% | 0.50% |
Frequently Asked Questions
EASY and INCE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, INCE is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
INCE is cheaper with a 0.29% expense ratio, compared with 0.85% for EASY.
INCE has the higher dividend yield at 4.79%, compared with 0.77% for EASY.
They also come from different issuers: Liberty One and Franklin Templeton. Their fees differ too: 0.85% for EASY and 0.29% for INCE.
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