INCM vs BAR
Comparison between Franklin Income Focus ETF (INCM, ETF) and GraniteShares Gold Shares (BAR, ETF).
INCM vs BAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INCM
$1.50B
Winner
BAR
$1.60B
Expense Ratio
INCM
0.38%
Winner
BAR
0.17%
Max Drawdown
Winner
INCM
8.94%
BAR
21.53%
Sharpe Ratio
Winner
INCM
1.94
BAR
0.92
5Y Beta
INCM
0.32
Winner
BAR
0.20
INCM vs BAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INCM
-0.53%
BAR
-5.26%
3M
Winner
INCM
+1.00%
BAR
-14.98%
6M
Winner
INCM
+6.50%
BAR
+2.66%
1Y
INCM
+15.12%
Winner
BAR
+28.36%
5Y(CAGR)
INCM
N/A
BAR
+17.72%
10Y(CAGR)
INCM
N/A
BAR
+14.30%
Max(CAGR)
INCM
+10.61%
Winner
BAR
+14.30%
INCM vs BAR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | INCM | BAR |
|---|---|---|
| 2026 | +5.52% | -0.40% |
| 2025 | +12.81% | +61.93% |
| 2024 | +6.50% | +27.29% |
| 2023 | +5.77% | +12.03% |
| 2022 | N/A | +0.89% |
| 2021 | N/A | -6.10% |
| 2020 | N/A | +24.03% |
| 2019 | N/A | +18.10% |
| 2018 | N/A | -2.73% |
| 2017 | N/A | -1.15% |
INCM vs BAR Drawdown Comparison
The maximum drawdown for INCM was -7.84%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.
The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.
The current INCM drawdown is -1.26%. The current BAR drawdown is -20.05%.
| Rank | INCM | BAR |
|---|---|---|
| #1 | -7.84% Feb 28, 2025 - Jun 9, 2025 | -21.53% Aug 6, 2020 - Dec 27, 2023 |
| #2 | -6.74% Jul 24, 2023 - Dec 1, 2023 | -20.05% Jan 29, 2026 - Jun 5, 2026 |
| #3 | -3.91% Nov 29, 2024 - Feb 19, 2025 | -13.46% Jan 24, 2018 - Jun 20, 2019 |
| #4 | -3.19% Feb 27, 2026 - Apr 17, 2026 | -12.45% Mar 9, 2020 - Apr 9, 2020 |
| #5 | -3.03% Mar 28, 2024 - May 15, 2024 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #6 | -2.51% Jan 22, 2024 - Mar 11, 2024 | -8.37% Sep 8, 2017 - Jan 24, 2018 |
| #7 | -2.30% Jan 16, 2024 - Jan 22, 2024 | -8.03% Oct 30, 2024 - Jan 30, 2025 |
| #8 | -1.96% Jul 31, 2024 - Aug 15, 2024 | -7.10% Apr 21, 2025 - Jun 13, 2025 |
| #9 | -1.75% Oct 16, 2024 - Nov 27, 2024 | -6.52% Sep 4, 2019 - Jan 6, 2020 |
| #10 | -1.66% Oct 27, 2025 - Nov 12, 2025 | -5.71% May 20, 2024 - Jul 16, 2024 |
| #11 | -1.30% May 15, 2024 - Jun 5, 2024 | -4.86% Mar 31, 2025 - Apr 10, 2025 |
| #12 | -1.26% May 29, 2026 - Jun 5, 2026 | -4.86% Dec 26, 2025 - Jan 12, 2026 |
| #13 | -1.22% Nov 12, 2025 - Nov 25, 2025 | -4.84% Jun 13, 2025 - Aug 29, 2025 |
| #14 | -1.14% Jun 15, 2023 - Jul 12, 2023 | -4.78% Feb 24, 2020 - Mar 5, 2020 |
| #15 | -1.09% Jul 17, 2024 - Jul 30, 2024 | -4.35% Jul 16, 2024 - Aug 12, 2024 |
Correlation
Correlation between INCM and BAR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Select Stocks to Compare
Popular: INCM vs SPYBAR vs SPY
More Comparisons
Compare with similar stocks