FLLV vs. INCM
Compare and contrast key facts about Franklin Liberty U.S. Low Volatility ETF (FLLV) and Franklin Income Focus ETF (INCM).
FLLV and INCM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLLV is an actively managed fund by Franklin Templeton. It was launched on Sep 20, 2016. INCM is an actively managed fund by Franklin. It was launched on Jun 6, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLLV or INCM.
Correlation
The correlation between FLLV and INCM is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FLLV vs. INCM - Performance Comparison
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Key characteristics
FLLV:
0.20
INCM:
0.90
FLLV:
0.41
INCM:
1.47
FLLV:
1.06
INCM:
1.22
FLLV:
0.20
INCM:
1.09
FLLV:
0.71
INCM:
4.67
FLLV:
4.39%
INCM:
1.83%
FLLV:
14.52%
INCM:
8.44%
FLLV:
-33.95%
INCM:
-7.84%
FLLV:
-6.63%
INCM:
-1.14%
Returns By Period
In the year-to-date period, FLLV achieves a -0.12% return, which is significantly lower than INCM's 3.36% return.
FLLV
-0.12%
4.46%
-4.71%
2.04%
11.76%
N/A
INCM
3.36%
3.93%
1.54%
7.44%
N/A
N/A
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FLLV vs. INCM - Expense Ratio Comparison
FLLV has a 0.29% expense ratio, which is lower than INCM's 0.38% expense ratio.
Risk-Adjusted Performance
FLLV vs. INCM — Risk-Adjusted Performance Rank
FLLV
INCM
FLLV vs. INCM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty U.S. Low Volatility ETF (FLLV) and Franklin Income Focus ETF (INCM). 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.
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Dividends
FLLV vs. INCM - Dividend Comparison
FLLV's dividend yield for the trailing twelve months is around 4.68%, less than INCM's 5.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLLV Franklin Liberty U.S. Low Volatility ETF | 4.68% | 3.25% | 1.75% | 1.68% | 1.41% | 1.40% | 1.31% | 2.70% | 1.44% | 0.50% |
INCM Franklin Income Focus ETF | 5.41% | 5.07% | 3.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLLV vs. INCM - Drawdown Comparison
The maximum FLLV drawdown since its inception was -33.95%, which is greater than INCM's maximum drawdown of -7.84%. Use the drawdown chart below to compare losses from any high point for FLLV and INCM. For additional features, visit the drawdowns tool.
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Volatility
FLLV vs. INCM - Volatility Comparison
Franklin Liberty U.S. Low Volatility ETF (FLLV) has a higher volatility of 4.29% compared to Franklin Income Focus ETF (INCM) at 2.44%. This indicates that FLLV's price experiences larger fluctuations and is considered to be riskier than INCM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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