INCE vs ZJUL
Comparison between FRANKLIN INCOME EQUITY FOCUS ETF (INCE, ETF) and Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL, ETF).
INCE vs ZJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INCE
$128M
Winner
ZJUL
$128M
Expense Ratio
Winner
INCE
0.29%
ZJUL
0.79%
Max Drawdown
INCE
34.12%
Winner
ZJUL
5.51%
Sharpe Ratio
Winner
INCE
2.32
ZJUL
1.20
5Y Beta
INCE
0.55
Winner
ZJUL
0.24
P/E Ratio
INCE
22.25
ZJUL
N/A
Forward P/E
INCE
18.03
ZJUL
N/A
PEG Ratio
INCE
0.79
ZJUL
N/A
5Y Dividends CAGR
INCE
40.37%
ZJUL
N/A
5Y EPS CAGR
INCE
2.67%
ZJUL
N/A
Debt to Equity
INCE
-23.80%
ZJUL
N/A
P/S Ratio
INCE
3.06
ZJUL
N/A
P/B Ratio
INCE
3.86
ZJUL
N/A
INCE vs ZJUL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INCE
+1.98%
ZJUL
+0.51%
3M
Winner
INCE
+6.34%
ZJUL
+2.42%
6M
Winner
INCE
+14.15%
ZJUL
+3.07%
1Y
Winner
INCE
+25.25%
ZJUL
+6.95%
5Y(CAGR)
INCE
+11.18%
ZJUL
N/A
10Y(CAGR)
INCE
+13.14%
ZJUL
N/A
Max(CAGR)
Winner
INCE
+13.14%
ZJUL
+7.35%
INCE vs ZJUL - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | INCE | ZJUL |
|---|---|---|
| 2026 | +13.12% | +2.66% |
| 2025 | +15.97% | +7.53% |
| 2024 | +10.95% | +4.02% |
| 2023 | +13.81% | N/A |
| 2022 | -8.25% | N/A |
| 2021 | +24.91% | N/A |
| 2020 | +11.83% | N/A |
| 2019 | +32.52% | N/A |
| 2018 | -2.03% | N/A |
| 2017 | +19.65% | N/A |
| 2016 | +1.37% | N/A |
INCE vs ZJUL Drawdown Comparison
The maximum drawdown for INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.
The maximum drawdown for ZJUL was -5.51%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The current INCE drawdown is -0.15%.
| Rank | INCE | ZJUL |
|---|---|---|
| #1 | -33.95% Feb 14, 2020 - Sep 2, 2020 | -5.51% Feb 19, 2025 - May 13, 2025 |
| #2 | -18.41% Dec 29, 2021 - Nov 30, 2023 | -1.65% Jul 16, 2024 - Aug 16, 2024 |
| #3 | -15.95% Oct 2, 2018 - Mar 1, 2019 | -1.43% Feb 25, 2026 - Apr 8, 2026 |
| #4 | -14.02% Nov 26, 2024 - Jun 30, 2025 | -1.06% Aug 30, 2024 - Sep 13, 2024 |
| #5 | -7.73% Jan 26, 2018 - Jul 26, 2018 | -1.05% May 19, 2025 - Jun 2, 2025 |
| #6 | -6.82% Oct 12, 2020 - Nov 9, 2020 | -0.76% Dec 16, 2024 - Jan 15, 2025 |
| #7 | -6.62% Sep 2, 2020 - Oct 12, 2020 | -0.62% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -5.38% Mar 28, 2024 - Jun 24, 2024 | -0.62% Oct 27, 2025 - Nov 28, 2025 |
| #9 | -5.07% Sep 2, 2021 - Oct 26, 2021 | -0.54% Oct 18, 2024 - Nov 6, 2024 |
| #10 | -5.02% Jul 29, 2019 - Sep 5, 2019 | -0.49% Sep 30, 2024 - Oct 9, 2024 |
| #11 | -4.90% Feb 27, 2026 - Apr 23, 2026 | -0.45% Sep 22, 2025 - Oct 2, 2025 |
| #12 | -4.48% Sep 22, 2016 - Dec 20, 2016 | -0.42% Oct 2, 2025 - Oct 20, 2025 |
| #13 | -4.24% Jan 8, 2021 - Mar 11, 2021 | -0.41% Jun 16, 2025 - Jun 23, 2025 |
| #14 | -3.79% Jul 31, 2024 - Aug 16, 2024 | -0.38% Feb 2, 2026 - Feb 10, 2026 |
| #15 | -3.60% Nov 16, 2021 - Dec 8, 2021 | -0.35% Jan 24, 2025 - Feb 12, 2025 |
Correlation
Correlation between INCE and ZJUL is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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