TRIO vs INCE

Comparison between MC TRIO EQUITY BUFFERED ETF (TRIO, ETF) and FRANKLIN INCOME EQUITY FOCUS ETF (INCE, ETF).

TRIO vs INCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRIO(ETF)	INCE(ETF)
Net Assets	$117M	$117M
Expense Ratio	0.70%	0.29%
Max Drawdown	11.07%	34.12%
Sharpe Ratio	1.56	2.40
5Y Beta	0.57	0.55
P/E Ratio	N/A	22.30
Forward P/E	N/A	18.01
PEG Ratio	N/A	0.77
5Y Dividends CAGR	N/A	40.37%
5Y EPS CAGR	N/A	2.81%
Debt to Equity	N/A	-23.80%
P/S Ratio	N/A	3.03
P/B Ratio	N/A	3.83

Net Assets

TRIO

$117M

INCE

$117M

Expense Ratio

TRIO

0.70%

Winner

INCE

0.29%

Max Drawdown

Winner

TRIO

11.07%

INCE

34.12%

Sharpe Ratio

TRIO

1.56

Winner

INCE

2.40

5Y Beta

TRIO

0.57

Winner

INCE

0.55

P/E Ratio

TRIO

N/A

INCE

22.30

Forward P/E

TRIO

N/A

INCE

18.01

PEG Ratio

TRIO

N/A

INCE

0.77

5Y Dividends CAGR

TRIO

N/A

INCE

40.37%

5Y EPS CAGR

TRIO

N/A

INCE

2.81%

Debt to Equity

TRIO

N/A

INCE

-23.80%

P/S Ratio

TRIO

N/A

INCE

3.03

P/B Ratio

TRIO

N/A

INCE

3.83

TRIO vs INCE - Holdings Comparison

TRIO and INCE have 0 common holdings. Overlap is 0.00%

TRIO's top 25 holdings weight is 2.67%. INCE's top 25 holdings weight is 55.93%.

Rank	TRIO	INCE
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.67%	FRANKLIN INSTL U.S. GOVT MNY MKT FUND (INFXX) - 4.68%
#2	N/A	EXXON MOBIL CORP (XOM) - 3.58%
#3	N/A	CHEVRON CORP (CVX) - 3.12%
#4	N/A	PEPSICO INC (PEP) - 2.75%
#5	N/A	n/a (JCI) - 2.63%
#6	N/A	SOUTHERN CO (SO) - 2.59%
#7	N/A	VERIZON COMMUNICATIONS INC (VZ) - 2.58%
#8	N/A	RIO TINTO PLC ADR (RIO) - 2.50%
#9	N/A	PROCTER & GAMBLE CO (PG) - 2.49%
#10	N/A	n/a (n/a) - 2.48%
#11	N/A	LOCKHEED MARTIN CORP (LMT) - 2.27%
#12	N/A	n/a (n/a) - 2.14%
#13	N/A	TORONTO DOMINION BK PFD 821.97% (n/a) - 1.94%
#14	N/A	RTX CORP (RTX) - 1.85%
#15	N/A	CITIGROUP GLOBAL MARKETS 8 10/28/2026 (n/a) - 1.77%
#16	N/A	BNP PARIBAS ISSUANCE BV 10 8/28/2026 (n/a) - 1.72%
#17	N/A	n/a (ALB-PRA) - 1.72%
#18	N/A	MERRILL LYNCH B V PFD (n/a) - 1.71%
#19	N/A	TEXAS INSTRUMENTS INC (TXN) - 1.70%
#20	N/A	ADI 10 ELN RBC 11/16/26 (n/a) - 1.65%
#21	N/A	MORGAN STANLEY FIN II PFD (n/a) - 1.65%
#22	N/A	UNION PACIFIC CORP (UNP) - 1.64%
#23	N/A	JPMORGAN CHASE & CO (JPM) - 1.62%
#24	N/A	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.59%
#25	N/A	AIR PRODUCTS AND CHEMICALS INC (APD) - 1.56%
Total Holdings	1	83

TRIO vs INCE - Historical Returns

Returns include dividend reinvestment.

Period	TRIO	INCE
1 month	+0.79%	+0.70%
3 months	+4.14%	+4.00%
6 months	+5.33%	+13.84%
1 year	+14.29%	+26.55%
5 years(CAGR)	N/A	+10.98%
10 years(CAGR)	N/A	+13.03%
Max(CAGR)	+13.73%	+13.03%

Winner

TRIO

+0.79%

INCE

+0.70%

Winner

TRIO

+4.14%

INCE

+4.00%

TRIO

+5.33%

Winner

INCE

+13.84%

TRIO

+14.29%

Winner

INCE

+26.55%

5Y(CAGR)

TRIO

N/A

INCE

+10.98%

10Y(CAGR)

TRIO

N/A

INCE

+13.03%

Max(CAGR)

Winner

TRIO

+13.73%

INCE

+13.03%

TRIO vs INCE - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	TRIO	INCE
2026	+4.67%	+11.83%
2025	+11.98%	+15.97%
2024	N/A	+10.95%
2023	N/A	+13.81%
2022	N/A	-8.25%
2021	N/A	+24.91%
2020	N/A	+11.83%
2019	N/A	+32.52%
2018	N/A	-2.03%
2017	N/A	+19.65%
2016	N/A	+1.37%

TRIO vs INCE Drawdown Comparison

The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.

The maximum drawdown for INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

The current TRIO drawdown is -0.77%. The current INCE drawdown is -1.28%.

Rank	TRIO	INCE
#1	-9.88% Mar 24, 2025 - May 12, 2025	-33.95% Feb 14, 2020 - Sep 2, 2020
#2	-4.47% Feb 25, 2026 - Apr 13, 2026	-18.41% Dec 29, 2021 - Nov 30, 2023
#3	-2.57% Oct 27, 2025 - Nov 28, 2025	-15.95% Oct 2, 2018 - Mar 1, 2019
#4	-2.40% Mar 7, 2025 - Mar 24, 2025	-14.02% Nov 26, 2024 - Jun 30, 2025
#5	-1.33% May 19, 2025 - Jun 3, 2025	-7.73% Jan 26, 2018 - Jul 26, 2018
#6	-1.33% Oct 6, 2025 - Oct 20, 2025	-6.82% Oct 12, 2020 - Nov 9, 2020
#7	-1.25% Jul 25, 2025 - Aug 8, 2025	-6.62% Sep 2, 2020 - Oct 12, 2020
#8	-1.18% Jan 27, 2026 - Feb 9, 2026	-5.38% Mar 28, 2024 - Jun 24, 2024
#9	-0.88% Jan 12, 2026 - Jan 22, 2026	-5.07% Sep 2, 2021 - Oct 26, 2021
#10	-0.83% Feb 9, 2026 - Feb 25, 2026	-5.02% Jul 29, 2019 - Sep 5, 2019
#11	-0.78% Dec 11, 2025 - Dec 19, 2025	-4.90% Feb 27, 2026 - Apr 23, 2026
#12	-0.77% Jun 4, 2026 - Jun 5, 2026	-4.48% Sep 22, 2016 - Dec 20, 2016
#13	-0.70% Jun 10, 2025 - Jun 24, 2025	-4.24% Jan 8, 2021 - Mar 11, 2021
#14	-0.61% Sep 22, 2025 - Sep 30, 2025	-3.79% Jul 31, 2024 - Aug 16, 2024
#15	-0.55% May 14, 2026 - May 21, 2026	-3.60% Nov 16, 2021 - Dec 8, 2021

Correlation

Correlation between TRIO and INCE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2016 - 2026)

TRIO vs INCE dividend yield comparison.

Year	TRIO	INCE
2026	0.00%	2.28%
2025	9.01%	4.71%
2024	0.00%	3.25%
2023	0.00%	1.75%
2022	0.00%	1.68%
2021	0.00%	1.41%
2020	0.00%	1.40%
2019	0.00%	1.31%
2018	0.00%	1.55%
2017	0.00%	1.44%
2016	0.00%	0.50%