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INCM vs GEM

Comparison between Franklin Income Focus ETF (INCM, ETF) and GOLDMAN SACHS ACTIVEBETA(R) EMERGING MARKETS EQUITY ETF (GEM, ETF).

INCM vs GEM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
INCM
$1.50B
GEM
$1.50B
Expense Ratio
INCM
0.38%
Winner
GEM
0.35%
Max Drawdown
Winner
INCM
8.94%
GEM
40.21%
Sharpe Ratio
Winner
INCM
1.94
GEM
1.60
5Y Beta
Winner
INCM
0.32
GEM
0.80
5Y Dividends CAGR
INCM
N/A
GEM
18.99%

INCM vs GEM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
INCM
-0.53%
GEM
-0.66%
3M
INCM
+1.00%
Winner
GEM
+11.95%
6M
INCM
+6.50%
Winner
GEM
+19.74%
1Y
INCM
+15.12%
Winner
GEM
+40.67%
5Y(CAGR)
INCM
N/A
GEM
+6.22%
10Y(CAGR)
INCM
N/A
GEM
+9.06%
Max(CAGR)
Winner
INCM
+10.61%
GEM
+9.26%

INCM vs GEM - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearINCMGEM
2026+5.52%+15.16%
2025+12.81%+33.75%
2024+6.50%+7.92%
2023+5.77%+10.95%
2022N/A-21.72%
2021N/A-0.75%
2020N/A+11.23%
2019N/A+17.26%
2018N/A-15.62%
2017N/A+35.16%
2016N/A+12.61%
2015N/A+2.95%

INCM vs GEM Drawdown Comparison

The maximum drawdown for INCM was -7.84%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.

The maximum drawdown for GEM was -37.01%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current INCM drawdown is -1.26%. The current GEM drawdown is -8.52%.

RankINCMGEM
#1-7.84%
Feb 28, 2025 - Jun 9, 2025
-37.01%
Jan 26, 2018 - Dec 4, 2020
#2-6.74%
Jul 24, 2023 - Dec 1, 2023
-36.24%
Feb 17, 2021 - Jul 16, 2025
#3-3.91%
Nov 29, 2024 - Feb 19, 2025
-19.70%
Oct 13, 2015 - Jul 14, 2016
#4-3.19%
Feb 27, 2026 - Apr 17, 2026
-13.50%
Feb 25, 2026 - Apr 17, 2026
#5-3.03%
Mar 28, 2024 - May 15, 2024
-9.68%
Sep 6, 2016 - Feb 9, 2017
#6-2.51%
Jan 22, 2024 - Mar 11, 2024
-8.52%
Jun 2, 2026 - Jun 5, 2026
#7-2.30%
Jan 16, 2024 - Jan 22, 2024
-5.20%
Jan 21, 2021 - Feb 9, 2021
#8-1.96%
Jul 31, 2024 - Aug 15, 2024
-5.15%
May 11, 2026 - May 26, 2026
#9-1.75%
Oct 16, 2024 - Nov 27, 2024
-5.13%
Nov 22, 2017 - Dec 29, 2017
#10-1.66%
Oct 27, 2025 - Nov 12, 2025
-4.73%
Oct 29, 2025 - Dec 30, 2025
#11-1.30%
May 15, 2024 - Jun 5, 2024
-4.25%
Oct 6, 2025 - Oct 20, 2025
#12-1.26%
May 29, 2026 - Jun 5, 2026
-3.50%
May 16, 2017 - Jun 8, 2017
#13-1.22%
Nov 12, 2025 - Nov 25, 2025
-3.47%
Jan 28, 2026 - Feb 9, 2026
#14-1.14%
Jun 15, 2023 - Jul 12, 2023
-3.45%
Aug 15, 2016 - Sep 6, 2016
#15-1.09%
Jul 17, 2024 - Jul 30, 2024
-3.33%
Sep 19, 2017 - Oct 5, 2017

Correlation

Correlation between INCM and GEM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2015 - 2026)

INCM vs GEM dividend yield comparison.

YearINCMGEM
20262.27%0.00%
20254.96%2.30%
20245.06%2.58%
20233.01%2.97%
20220.00%2.96%
20210.00%3.00%
20200.00%1.63%
20190.00%3.13%
20180.00%2.08%
20170.00%1.81%
20160.00%1.98%
20150.00%0.25%

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