INCE vs AIVC
Comparison between FRANKLIN INCOME EQUITY FOCUS ETF (INCE, ETF) and AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF).
5-Year PerformanceAIVC has outperformed INCE, delivering a return of +15.7% compared to +10.3%
INCE vs AIVC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INCE
$126M
Winner
AIVC
$127M
Expense Ratio
Winner
INCE
0.29%
AIVC
0.59%
Max Drawdown
Winner
INCE
34.12%
AIVC
56.11%
Sharpe Ratio
INCE
1.81
Winner
AIVC
1.99
5Y Beta
Winner
INCE
0.54
AIVC
1.60
P/E Ratio
Winner
INCE
22.85
AIVC
52.51
Forward P/E
Winner
INCE
18.20
AIVC
22.70
PEG Ratio
INCE
0.79
Winner
AIVC
0.23
5Y Dividends CAGR
Winner
INCE
37.38%
AIVC
-10.05%
5Y EPS CAGR
INCE
4.74%
Winner
AIVC
25.05%
Debt to Equity
INCE
-53.80%
Winner
AIVC
-217.80%
P/S Ratio
Winner
INCE
3.06
AIVC
4.93
P/B Ratio
Winner
INCE
3.92
AIVC
6.87
INCE vs AIVC - Holdings Comparison
INCE and AIVC have 4 common holdings. Overlap is 2.02%
INCE's top 25 holdings weight is 48.87%. AIVC's top 25 holdings weight is 66.58%.
| Rank | INCE | AIVC |
|---|---|---|
| #1 | FRANKLIN INSTL U.S. GOVT MNY MKT FUND (INFXX) - 3.63% | MICRON TECHNOLOGY INC (MU) - 3.93% |
| #2 | CHEVRON CORP (CVX) - 2.97% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.84% |
| #3 | PEPSICO INC (PEP) - 2.69% | ADVANCED MICRO DEVICES INC (AMD) - 3.69% |
| #4 | SOUTHERN CO (SO) - 2.65% | MEDIATEK INC (n/a) - 3.63% |
| #5 | PROCTER & GAMBLE CO (PG) - 2.59% | DATADOG INC CLASS A (DDOG) - 3.30% |
| #6 | n/a (n/a) - 2.38% | SK HYNIX INC (n/a) - 3.23% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 2.25% | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.13% |
| #8 | LOCKHEED MARTIN CORP (LMT) - 2.25% | MARVELL TECHNOLOGY INC (MRVL) - 3.04% |
| #9 | n/a (n/a) - 2.09% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.00% |
| #10 | TORONTO DOMINION BK PFD 821.97% (n/a) - 1.93% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.95% |
| #11 | MERRILL LYNCH B V PFD (n/a) - 1.76% | WESTERN DIGITAL CORP (WDC) - 2.80% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.75% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.66% |
| #13 | CITIGROUP GLOBAL MARKETS 8 10/28/2026 (n/a) - 1.72% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.61% |
| #14 | UNION PACIFIC CORP (UNP) - 1.69% | NETAPP INC (NTAP) - 2.47% |
| #15 | BNP PARIBAS ISSUANCE BV 10 8/28/2026 (n/a) - 1.66% | GITLAB INC CLASS A (GTLB) - 2.14% |
| #16 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.64% | ARISTA NETWORKS INC (ANET) - 2.11% |
| #17 | MORGAN STANLEY FIN II PFD (n/a) - 1.62% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.10% |
| #18 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.60% | QUALCOMM INC (QCOM) - 2.06% |
| #19 | ADI 10 ELN RBC 11/16/26 (n/a) - 1.58% | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.06% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 1.57% | MONGODB INC CLASS A (MDB) - 2.00% |
| #21 | COCA-COLA CO (KO) - 1.52% | ADVANTEST CORP (n/a) - 1.99% |
| #22 | NEE ELN 8.0% BNP 2/10/2027 (n/a) - 1.34% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.98% |
| #23 | DUKE ENERGY CORP (DUK) - 1.34% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 1.96% |
| #24 | n/a (ALB-PRA) - 1.33% | QUANTA COMPUTER INC (n/a) - 1.95% |
| #25 | n/a (NEE-PRS) - 1.32% | ASML HOLDING NV (n/a) - 1.95% |
| Total Holdings | 95 | 48 |
INCE vs AIVC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INCE
+0.93%
AIVC
-10.73%
3M
INCE
+2.66%
Winner
AIVC
+23.76%
6M
INCE
+7.84%
Winner
AIVC
+50.24%
1Y
INCE
+20.21%
Winner
AIVC
+92.59%
5Y(CAGR)
INCE
+10.34%
Winner
AIVC
+15.71%
10Y(CAGR)
INCE
+12.89%
Winner
AIVC
+15.48%
Max(CAGR)
INCE
+12.89%
Winner
AIVC
+15.25%
INCE vs AIVC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | INCE | AIVC |
|---|---|---|
| 2026 | +12.18% | +52.83% |
| 2025 | +15.97% | +39.66% |
| 2024 | +10.95% | +22.20% |
| 2023 | +13.81% | +38.41% |
| 2022 | -8.25% | -38.20% |
| 2021 | +24.91% | -4.99% |
| 2020 | +11.83% | +39.68% |
| 2019 | +32.52% | +26.97% |
| 2018 | -2.03% | -19.55% |
| 2017 | +19.65% | +35.82% |
| 2016 | +1.37% | +7.31% |
INCE vs AIVC Drawdown Comparison
The maximum drawdown for INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.
The maximum drawdown for AIVC was -56.11%, occurring on Nov 9, 2022. Recovery took 1150 trading sessions.
The current INCE drawdown is -1.41%. The current AIVC drawdown is -14.20%.
| Rank | INCE | AIVC |
|---|---|---|
| #1 | -33.95% Feb 14, 2020 - Sep 2, 2020 | -56.11% Feb 9, 2021 - Sep 9, 2025 |
| #2 | -18.41% Dec 29, 2021 - Nov 30, 2023 | -41.60% Feb 12, 2020 - Jun 22, 2020 |
| #3 | -15.95% Oct 2, 2018 - Mar 1, 2019 | -28.59% Sep 18, 2018 - Jan 13, 2020 |
| #4 | -14.02% Nov 26, 2024 - Jun 30, 2025 | -17.86% Jun 2, 2026 - Jul 20, 2026 |
| #5 | -7.73% Jan 26, 2018 - Jul 26, 2018 | -14.11% Nov 3, 2025 - Jan 27, 2026 |
| #6 | -6.82% Oct 12, 2020 - Nov 9, 2020 | -13.33% Aug 24, 2016 - Mar 17, 2017 |
| #7 | -6.62% Sep 2, 2020 - Oct 12, 2020 | -12.80% Jan 28, 2026 - Apr 8, 2026 |
| #8 | -5.38% Mar 28, 2024 - Jun 24, 2024 | -12.55% Oct 13, 2020 - Nov 25, 2020 |
| #9 | -5.07% Sep 2, 2021 - Oct 26, 2021 | -11.05% Apr 27, 2016 - Aug 8, 2016 |
| #10 | -5.02% Jul 29, 2019 - Sep 5, 2019 | -10.82% Jan 26, 2018 - Sep 11, 2018 |
| #11 | -4.90% Feb 27, 2026 - Apr 23, 2026 | -10.64% Sep 1, 2020 - Oct 9, 2020 |
| #12 | -4.48% Sep 22, 2016 - Dec 20, 2016 | -8.10% Aug 5, 2020 - Aug 28, 2020 |
| #13 | -4.24% Jan 8, 2021 - Mar 11, 2021 | -7.58% Nov 6, 2017 - Jan 4, 2018 |
| #14 | -3.79% Jul 31, 2024 - Aug 16, 2024 | -7.30% Jul 9, 2020 - Aug 3, 2020 |
| #15 | -3.60% Nov 16, 2021 - Dec 8, 2021 | -5.36% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between INCE and AIVC is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2016 - 2026)
INCE vs AIVC dividend yield comparison.
| Year | INCE | AIVC |
|---|---|---|
| 2026 | 2.65% | 0.00% |
| 2025 | 4.71% | 0.17% |
| 2024 | 3.25% | 0.21% |
| 2023 | 1.75% | 0.00% |
| 2022 | 1.68% | 0.00% |
| 2021 | 1.41% | 0.00% |
| 2020 | 1.40% | 0.39% |
| 2019 | 1.31% | 1.16% |
| 2018 | 1.55% | 0.38% |
| 2017 | 1.44% | 0.92% |
| 2016 | 0.50% | 0.64% |
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