INCM vs IBDX
Comparison between Franklin Income Focus ETF (INCM, ETF) and ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX, ETF).
INCM vs IBDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INCM
$1.60B
Winner
IBDX
$1.70B
Expense Ratio
INCM
0.38%
Winner
IBDX
0.10%
Max Drawdown
Winner
INCM
8.94%
IBDX
13.89%
Sharpe Ratio
Winner
INCM
1.74
IBDX
-0.27
5Y Beta
INCM
0.32
Winner
IBDX
0.10
INCM vs IBDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INCM
+0.88%
IBDX
-0.67%
3M
Winner
INCM
+1.28%
IBDX
-0.45%
6M
Winner
INCM
+2.97%
IBDX
-0.50%
1Y
Winner
INCM
+14.11%
IBDX
+2.67%
5Y(CAGR)
INCM
N/A
IBDX
+4.56%
Max(CAGR)
Winner
INCM
+10.69%
IBDX
+4.56%
INCM vs IBDX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | INCM | IBDX |
|---|---|---|
| 2026 | +7.59% | +0.12% |
| 2025 | +12.81% | +8.96% |
| 2024 | +6.50% | +3.04% |
| 2023 | +5.77% | +8.83% |
| 2022 | N/A | -1.81% |
INCM vs IBDX Drawdown Comparison
The maximum drawdown for INCM was -7.84%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.
The maximum drawdown for IBDX was -12.52%, occurring on Oct 20, 2022. Recovery took 345 trading sessions.
The current INCM drawdown is -0.34%. The current IBDX drawdown is -1.50%.
| Rank | INCM | IBDX |
|---|---|---|
| #1 | -7.84% Feb 28, 2025 - Jun 9, 2025 | -12.52% Aug 1, 2022 - Dec 13, 2023 |
| #2 | -6.74% Jul 24, 2023 - Dec 1, 2023 | -4.72% Sep 16, 2024 - Jun 4, 2025 |
| #3 | -3.91% Nov 29, 2024 - Feb 19, 2025 | -4.11% Dec 27, 2023 - Jul 8, 2024 |
| #4 | -3.19% Feb 27, 2026 - Apr 17, 2026 | -2.76% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -3.03% Mar 28, 2024 - May 15, 2024 | -1.11% Aug 2, 2024 - Aug 14, 2024 |
| #6 | -2.51% Jan 22, 2024 - Mar 11, 2024 | -1.10% Jul 5, 2022 - Jul 13, 2022 |
| #7 | -2.30% Jan 16, 2024 - Jan 22, 2024 | -1.08% Oct 27, 2025 - Nov 25, 2025 |
| #8 | -1.96% Jul 31, 2024 - Aug 15, 2024 | -0.96% Jul 16, 2024 - Jul 30, 2024 |
| #9 | -1.75% Oct 16, 2024 - Nov 27, 2024 | -0.86% Jun 30, 2025 - Jul 22, 2025 |
| #10 | -1.66% Oct 27, 2025 - Nov 12, 2025 | -0.81% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -1.45% May 29, 2026 - Aug 3, 2026 | -0.80% Jun 4, 2025 - Jun 12, 2025 |
| #12 | -1.30% May 15, 2024 - Jun 5, 2024 | -0.69% Nov 26, 2025 - Dec 26, 2025 |
| #13 | -1.22% Nov 12, 2025 - Nov 25, 2025 | -0.66% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -1.14% Jun 15, 2023 - Jul 12, 2023 | -0.64% Jul 15, 2022 - Jul 21, 2022 |
| #15 | -1.09% Jul 17, 2024 - Jul 30, 2024 | -0.64% Jul 22, 2022 - Jul 27, 2022 |
Correlation
Correlation between INCM and IBDX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
INCM vs IBDX dividend yield comparison.
| Year | INCM | IBDX |
|---|---|---|
| 2026 | 3.08% | 2.83% |
| 2025 | 4.96% | 4.81% |
| 2024 | 5.06% | 5.02% |
| 2023 | 3.01% | 4.60% |
| 2022 | 0.00% | 2.39% |
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