See what your fund actually adds
Franklin Income Equity Focus ETF INCE
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | INCE | Replication |
|---|---|---|
| Annualized growth | 10.3% | 9.1% |
| Annualized volatility | 13.2% | 13.0% |
| Sharpe ratio | 0.80 | 0.74 |
| Maximum drawdown | 18.3% | 18.9% |
| Replication fit (R²) | 0.95 · Tracking error 3.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model INCE’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SCHD | Factor · Dividend | 44.9% |
| USMV | Factor · Min Vol | 40.7% |
| XLK | Sector · Technology | 7.2% |
| EFG | Intl · Growth | 7.1% |