TPZ vs INCE
Comparison between TORTOISE ELECTRIFICATION INFRASTRUCTURE ETF (TPZ, ETF) and FRANKLIN INCOME EQUITY FOCUS ETF (INCE, ETF).
5-Year PerformanceTPZ has outperformed INCE, delivering a return of +16.9% compared to +11.2%
TPZ vs INCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TPZ
$129M
INCE
$128M
Expense Ratio
TPZ
0.85%
Winner
INCE
0.29%
Max Drawdown
TPZ
85.78%
Winner
INCE
34.12%
Sharpe Ratio
TPZ
0.68
Winner
INCE
2.32
5Y Beta
Winner
TPZ
0.52
INCE
0.55
P/E Ratio
Winner
TPZ
7.65
INCE
22.25
Forward P/E
TPZ
19.07
Winner
INCE
18.03
PEG Ratio
TPZ
0.98
Winner
INCE
0.79
5Y Dividends CAGR
TPZ
3.28%
Winner
INCE
40.37%
5Y EPS CAGR
Winner
TPZ
12.41%
INCE
2.67%
Debt to Equity
TPZ
N/A
INCE
-23.80%
P/S Ratio
Winner
TPZ
2.32
INCE
3.06
P/B Ratio
Winner
TPZ
3.45
INCE
3.86
TPZ vs INCE - Holdings Comparison
TPZ and INCE have 2 common holdings. Overlap is 0.92%
TPZ's top 25 holdings weight is 93.29%. INCE's top 25 holdings weight is 55.93%.
| Rank | TPZ | INCE |
|---|---|---|
| #1 | ENERGY TRANSFER LP (ET) - 7.31% | FRANKLIN INSTL U.S. GOVT MNY MKT FUND (INFXX) - 4.68% |
| #2 | TARGA RESOURCES CORP (TRGP) - 5.79% | EXXON MOBIL CORP (XOM) - 3.58% |
| #3 | ENTERGY CORP (ETR) - 5.76% | CHEVRON CORP (CVX) - 3.12% |
| #4 | CLEARWAY ENERGY INC CLASS C (CWEN) - 5.58% | PEPSICO INC (PEP) - 2.75% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 5.38% | n/a (JCI) - 2.63% |
| #6 | TC ENERGY CORP (n/a) - 5.36% | SOUTHERN CO (SO) - 2.59% |
| #7 | CHENIERE ENERGY INC (LNG) - 4.95% | VERIZON COMMUNICATIONS INC (VZ) - 2.58% |
| #8 | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.48% | RIO TINTO PLC ADR (RIO) - 2.50% |
| #9 | CONSTELLATION ENERGY CORP (CEG) - 4.26% | PROCTER & GAMBLE CO (PG) - 2.49% |
| #10 | VISTRA CORP (VST) - 3.89% | n/a (n/a) - 2.48% |
| #11 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 3.66% | LOCKHEED MARTIN CORP (LMT) - 2.27% |
| #12 | ONEOK INC (OKE) - 3.62% | n/a (n/a) - 2.14% |
| #13 | NRG ENERGY INC (NRG) - 3.54% | TORONTO DOMINION BK PFD 821.97% (n/a) - 1.94% |
| #14 | CENTERPOINT ENERGY INC (CNP) - 3.54% | RTX CORP (RTX) - 1.85% |
| #15 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 3.25% | CITIGROUP GLOBAL MARKETS 8 10/28/2026 (n/a) - 1.77% |
| #16 | SEMPRA (SRE) - 3.03% | BNP PARIBAS ISSUANCE BV 10 8/28/2026 (n/a) - 1.72% |
| #17 | NEXTERA ENERGY INC (NEE) - 2.92% | n/a (ALB-PRA) - 1.72% |
| #18 | WEC ENERGY GROUP INC (WEC) - 2.91% | MERRILL LYNCH B V PFD (n/a) - 1.71% |
| #19 | NISOURCE INC (NI) - 2.81% | TEXAS INSTRUMENTS INC (TXN) - 1.70% |
| #20 | AMERICAN ELECTRIC POWER CO INC (AEP) - 2.43% | ADI 10 ELN RBC 11/16/26 (n/a) - 1.65% |
| #21 | ENBRIDGE INC (ENB) - 2.36% | MORGAN STANLEY FIN II PFD (n/a) - 1.65% |
| #22 | DTE ENERGY CO (DTE) - 2.35% | UNION PACIFIC CORP (UNP) - 1.64% |
| #23 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.51% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #24 | WESTERN MIDSTREAM PARTNERS LP (WES) - 1.42% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.59% |
| #25 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 1.18% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.56% |
| Total Holdings | 34 | 83 |
TPZ vs INCE - Historical Returns
Returns include dividend reinvestment.
1M
TPZ
-1.96%
Winner
INCE
+1.98%
3M
TPZ
-0.49%
Winner
INCE
+6.34%
6M
TPZ
+7.67%
Winner
INCE
+14.15%
1Y
TPZ
+11.60%
Winner
INCE
+25.25%
5Y(CAGR)
Winner
TPZ
+16.91%
INCE
+11.18%
10Y(CAGR)
TPZ
+9.13%
Winner
INCE
+13.14%
Max(CAGR)
TPZ
+8.09%
Winner
INCE
+13.14%
TPZ vs INCE - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | TPZ | INCE |
|---|---|---|
| 2026 | +6.43% | +13.12% |
| 2025 | +3.94% | +15.97% |
| 2024 | +53.58% | +10.95% |
| 2023 | +21.59% | +13.81% |
| 2022 | -0.80% | -8.25% |
| 2021 | +28.88% | +24.91% |
| 2020 | -27.97% | +11.83% |
| 2019 | +13.42% | +32.52% |
| 2018 | -16.88% | -2.03% |
| 2017 | -0.56% | +19.65% |
| 2016 | +43.21% | +1.37% |
| 2015 | -30.40% | N/A |
| 2014 | +12.66% | N/A |
| 2013 | +6.62% | N/A |
| 2012 | +7.31% | N/A |
| 2011 | +7.50% | N/A |
| 2010 | +28.56% | N/A |
| 2009 | +4.00% | N/A |
TPZ vs INCE Drawdown Comparison
The maximum drawdown for TPZ was -78.15%, occurring on Mar 18, 2020. Recovery took 2179 trading sessions.
The maximum drawdown for INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.
The current TPZ drawdown is -4.47%. The current INCE drawdown is -0.15%.
| Rank | TPZ | INCE |
|---|---|---|
| #1 | -78.15% May 1, 2015 - Dec 27, 2023 | -33.95% Feb 14, 2020 - Sep 2, 2020 |
| #2 | -20.50% Apr 25, 2011 - Dec 27, 2011 | -18.41% Dec 29, 2021 - Nov 30, 2023 |
| #3 | -17.78% Jan 21, 2025 - Nov 28, 2025 | -15.95% Oct 2, 2018 - Mar 1, 2019 |
| #4 | -12.78% Aug 29, 2014 - Apr 10, 2015 | -14.02% Nov 26, 2024 - Jun 30, 2025 |
| #5 | -11.41% May 20, 2013 - Apr 23, 2014 | -7.73% Jan 26, 2018 - Jul 26, 2018 |
| #6 | -9.81% Mar 9, 2012 - Jul 18, 2012 | -6.82% Oct 12, 2020 - Nov 9, 2020 |
| #7 | -9.58% Apr 23, 2010 - Jul 30, 2010 | -6.62% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -8.93% Jul 19, 2012 - Dec 24, 2012 | -5.38% Mar 28, 2024 - Jun 24, 2024 |
| #9 | -8.06% Aug 6, 2009 - Dec 10, 2009 | -5.07% Sep 2, 2021 - Oct 26, 2021 |
| #10 | -6.56% Nov 22, 2024 - Jan 14, 2025 | -5.02% Jul 29, 2019 - Sep 5, 2019 |
| #11 | -6.29% Nov 28, 2025 - Feb 10, 2026 | -4.90% Feb 27, 2026 - Apr 23, 2026 |
| #12 | -6.17% Apr 30, 2026 - Jun 1, 2026 | -4.48% Sep 22, 2016 - Dec 20, 2016 |
| #13 | -6.02% Apr 4, 2024 - May 15, 2024 | -4.24% Jan 8, 2021 - Mar 11, 2021 |
| #14 | -5.36% Mar 2, 2026 - Apr 30, 2026 | -3.79% Jul 31, 2024 - Aug 16, 2024 |
| #15 | -5.05% Nov 11, 2010 - Dec 9, 2010 | -3.60% Nov 16, 2021 - Dec 8, 2021 |
Correlation
Correlation between TPZ and INCE is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2009 - 2026)
TPZ vs INCE dividend yield comparison.
| Year | TPZ | INCE |
|---|---|---|
| 2026 | 0.93% | 2.25% |
| 2025 | 3.99% | 4.71% |
| 2024 | 5.88% | 3.25% |
| 2023 | 8.99% | 1.75% |
| 2022 | 9.52% | 1.68% |
| 2021 | 4.77% | 1.41% |
| 2020 | 8.80% | 1.40% |
| 2019 | 8.84% | 1.31% |
| 2018 | 9.41% | 1.55% |
| 2017 | 7.28% | 1.44% |
| 2016 | 6.88% | 0.50% |
| 2015 | 9.68% | 0.00% |
| 2014 | 10.68% | 0.00% |
| 2013 | 5.84% | 0.00% |
| 2012 | 5.96% | 0.00% |
| 2011 | 6.00% | 0.00% |
| 2010 | 6.12% | 0.00% |
| 2009 | 2.47% | 0.00% |
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