INCE vs. SUSL ETF Comparison

Comparison of Franklin Income Equity Focus ETF (INCE) to iShares ESG MSCI USA Leaders ETF (SUSL)

INCE

Franklin Income Equity Focus ETF

INCE Description

Under normal marketing conditions, the fund will invest at least 80% of its net assets in equity securities, and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to equity securities.

Grade (RS Rating)

Last Trade

$58.80

Average Daily Volume

6,895

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$105.82

Average Daily Volume

22,593

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	INCE	SUSL
30 Days	0.46%	3.38%
60 Days	2.02%	5.08%
90 Days	3.59%	6.25%
12 Months	18.90%	32.87%

21 Overlapping Holdings

Symbol	Grade	Weight in INCE	Weight in SUSL	Overlap
APD	A	1.97%	0.26%	0.26%
HD	A	1.64%	1.47%	1.47%
IBM	C	0.92%	0.74%	0.74%
JCI	C	2.19%	0.2%	0.2%
JNJ	D	2.87%	1.35%	1.35%
KO	D	0.97%	0.94%	0.94%
LOW	D	1.37%	0.55%	0.55%
MA	C	0.54%	1.55%	0.54%
MCD	D	1.17%	0.75%	0.75%
MS	A	1.47%	0.6%	0.6%
NEM	D	0.89%	0.18%	0.18%
PEP	F	1.78%	0.8%	0.8%
PG	A	1.93%	1.47%	1.47%
PNC	B	0.6%	0.3%	0.3%
SCHW	B	1.48%	0.44%	0.44%
SRE	A	1.08%	0.22%	0.22%
TXN	C	1.25%	0.65%	0.65%
UNP	C	1.42%	0.53%	0.53%
UPS	C	0.87%	0.35%	0.35%
USB	A	1.15%	0.29%	0.29%
VZ	C	2.85%	0.65%	0.65%

INCE Overweight 24 Positions Relative to SUSL

Symbol	Grade	Weight
SO	D	3.06%
CVX	A	2.86%
LMT	D	2.23%
RIO	D	1.64%
XOM	B	1.58%
JPM	A	1.48%
RTX	C	1.43%
ADI	D	1.31%
MET	A	1.29%
PM	B	1.23%
SBUX	A	1.15%
TTE	F	1.14%
CSCO	B	1.13%
HON	B	1.1%
GM	B	1.09%
BAC	A	1.04%
NOC	D	1.04%
AEP	D	0.95%
DUK	C	0.81%
FITB	A	0.59%
FCX	D	0.51%
ALB	C	0.5%
BA	F	0.42%
C	A	0.0%

INCE Underweight 272 Positions Relative to SUSL

Symbol	Grade	Weight
NVDA	C	-13.05%
MSFT	F	-10.54%
GOOGL	C	-3.56%
TSLA	B	-3.52%
GOOG	C	-3.09%
LLY	F	-2.19%
V	A	-1.76%
CRM	B	-1.18%
MRK	F	-0.91%
ACN	C	-0.82%
ADBE	C	-0.81%
AMD	F	-0.8%
LIN	D	-0.79%
NOW	A	-0.78%
DIS	B	-0.76%
GE	D	-0.71%
INTU	C	-0.69%
CAT	B	-0.69%
BKNG	A	-0.64%
CMCSA	B	-0.62%
AXP	A	-0.61%
SPGI	C	-0.59%
DHR	F	-0.57%
PGR	A	-0.56%
AMGN	D	-0.56%
BLK	C	-0.55%
ETN	A	-0.54%
AMAT	F	-0.53%
TJX	A	-0.49%
PANW	C	-0.47%
FI	A	-0.46%
ADP	B	-0.45%
BMY	B	-0.43%
DE	A	-0.41%
MMC	B	-0.4%
GILD	C	-0.4%
INTC	D	-0.38%
PLD	D	-0.38%
LRCX	F	-0.35%
CI	F	-0.34%
ELV	F	-0.34%
TT	A	-0.34%
AMT	D	-0.34%
ICE	C	-0.33%
NKE	D	-0.33%
EQIX	A	-0.32%
MELI	D	-0.32%
PYPL	B	-0.31%
SNPS	B	-0.31%
WELL	A	-0.3%
CDNS	B	-0.3%
ITW	B	-0.29%
ZTS	D	-0.29%
MRVL	B	-0.29%
CTAS	B	-0.29%
MCO	B	-0.28%
CL	D	-0.27%
ORLY	B	-0.26%
WMB	A	-0.26%
OKE	A	-0.25%
ADSK	A	-0.25%
CSX	B	-0.25%
CRH	A	-0.25%
COF	B	-0.25%
MMM	D	-0.25%
HCA	F	-0.24%
TFC	A	-0.23%
ECL	D	-0.23%
HLT	A	-0.23%
SLB	C	-0.23%
TRV	B	-0.22%
AFL	B	-0.22%
DLR	B	-0.22%
CARR	D	-0.22%
WDAY	B	-0.21%
FICO	B	-0.21%
NXPI	D	-0.21%
RCL	A	-0.21%
BK	A	-0.21%
PSX	C	-0.2%
URI	B	-0.2%
MPC	D	-0.2%
TGT	F	-0.2%
AMP	A	-0.2%
LNG	B	-0.19%
AZO	C	-0.19%
DASH	A	-0.19%
GWW	B	-0.19%
ALL	A	-0.19%
PWR	A	-0.18%
CMI	A	-0.18%
VLO	C	-0.17%
KMB	D	-0.17%
PAYX	C	-0.17%
FIS	C	-0.17%
DHI	D	-0.17%
DFS	B	-0.16%
TRGP	B	-0.16%
COR	B	-0.16%
BKR	B	-0.16%
AXON	A	-0.16%
PRU	A	-0.16%
CCI	D	-0.16%
IT	C	-0.15%
KR	B	-0.15%
CBRE	B	-0.15%
TEAM	A	-0.15%
FERG	B	-0.15%
IR	B	-0.15%
EA	A	-0.15%
EW	C	-0.15%
ODFL	B	-0.15%
YUM	B	-0.14%
A	D	-0.14%
EXC	C	-0.14%
IRM	D	-0.13%
NDAQ	A	-0.13%
KDP	D	-0.13%
HUBS	A	-0.13%
HIG	B	-0.13%
GEHC	F	-0.13%
HUM	C	-0.13%
GIS	D	-0.13%
CHTR	C	-0.13%
NUE	C	-0.13%
LULU	C	-0.13%
IQV	D	-0.13%
MLM	B	-0.13%
ACGL	D	-0.13%
HPQ	B	-0.13%
WTW	B	-0.12%
RJF	A	-0.12%
EIX	B	-0.12%
ED	D	-0.12%
IDXX	F	-0.12%
SW	A	-0.11%
TSCO	D	-0.11%
DXCM	D	-0.11%
KEYS	A	-0.11%
ANSS	B	-0.11%
XYL	D	-0.11%
EBAY	D	-0.11%
TTWO	A	-0.11%
ROK	B	-0.11%
VLTO	D	-0.1%
TROW	B	-0.1%
BR	A	-0.1%
PHM	D	-0.1%
AWK	D	-0.1%
FTV	C	-0.1%
CHD	B	-0.1%
DECK	A	-0.1%
NVR	D	-0.1%
DOV	A	-0.1%
HAL	C	-0.1%
HPE	B	-0.1%
PPG	F	-0.1%
STT	A	-0.1%
SBAC	D	-0.09%
LPLA	A	-0.09%
RF	A	-0.09%
EME	C	-0.09%
HBAN	A	-0.09%
SYF	B	-0.09%
MTD	D	-0.09%
NTAP	C	-0.09%
LII	A	-0.08%
CMS	C	-0.08%
CLX	B	-0.08%
STE	F	-0.08%
CFG	B	-0.08%
WDC	D	-0.08%
STLD	B	-0.08%
LYB	F	-0.08%
WAT	B	-0.08%
CBOE	B	-0.08%
ES	D	-0.08%
WSM	B	-0.08%
WY	D	-0.08%
K	A	-0.08%
ZBH	C	-0.08%
NTRS	A	-0.08%
ATO	A	-0.08%
IFF	D	-0.08%
BIIB	F	-0.08%
PTC	A	-0.08%
WST	C	-0.08%
KEY	B	-0.07%
PODD	C	-0.07%
HOLX	D	-0.07%
DGX	A	-0.07%
FSLR	F	-0.07%
FDS	B	-0.07%
BALL	D	-0.07%
ZS	C	-0.07%
TRU	D	-0.07%
DRI	B	-0.07%
IP	B	-0.07%
COO	D	-0.07%
STX	D	-0.07%
PFG	D	-0.07%
MKC	D	-0.07%
OMC	C	-0.07%
NRG	B	-0.07%
LH	C	-0.07%
DOC	D	-0.06%
DPZ	C	-0.06%
AVY	D	-0.06%
ALGN	D	-0.06%
ULTA	F	-0.06%
DOCU	A	-0.06%
MANH	D	-0.06%
TWLO	A	-0.06%
GEN	B	-0.06%
NI	A	-0.06%
GPC	D	-0.06%
EXPD	D	-0.06%
EQH	B	-0.06%
OC	A	-0.06%
IEX	B	-0.06%
MOH	F	-0.06%
TRMB	B	-0.06%
BURL	A	-0.06%
PNR	A	-0.06%
BBY	D	-0.06%
DAY	B	-0.05%
BG	F	-0.05%
KMX	B	-0.05%
NBIX	C	-0.05%
CHRW	C	-0.05%
CAG	D	-0.05%
AVTR	F	-0.05%
POOL	C	-0.05%
AKAM	D	-0.05%
APTV	D	-0.05%
JBHT	C	-0.05%
GGG	B	-0.05%
MKTX	D	-0.04%
NLY	C	-0.04%
LKQ	D	-0.04%
ALLY	C	-0.04%
DAL	C	-0.04%
SOLV	C	-0.04%
WTRG	B	-0.04%
CNH	C	-0.04%
CTLT	B	-0.04%
FOXA	B	-0.04%
IPG	D	-0.04%
LW	C	-0.04%
TECH	D	-0.04%
JNPR	F	-0.04%
AIZ	A	-0.04%
BXP	D	-0.04%
SJM	D	-0.04%
ALLE	D	-0.04%
DINO	D	-0.03%
AZPN	A	-0.03%
ACI	C	-0.03%
RIVN	F	-0.03%
CPB	D	-0.03%
TTC	D	-0.03%
ENPH	F	-0.03%
DVA	B	-0.03%
TFX	F	-0.03%
HRL	D	-0.03%
KNX	B	-0.03%
HSIC	B	-0.03%
FBIN	D	-0.03%
WBA	F	-0.02%
FOX	A	-0.02%
BEN	C	-0.02%
BBWI	D	-0.02%