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Compare AAA vs. INCM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AAA and INCM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 243 | 105 |
Median incremental investment | $4,004.69 | $996.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,306.44 | $1,289.75 |
Average age group | > 35 | > 35 |
Key Summary
AAA | INCM | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | MSCI WORLD INDEX JUN26 (0 %) KRW - KOREAN WON (0 %) APPLE INC (6.00 %) |
Top 3 industries | Communication Services (100.00 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | |
Management fee | 0.18 % | 0.45 % |
Key Summary
AAA | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.45 % |
Price | $50.17 | $19.28 |
Size | $5.157 billion | $93.265 million |
10Y return | 0.08 % | N/A |
Annual dividend/ distribution yield (5Y) | 2.31 % | 4.48 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 243 | 105 |
Median incremental investment | $4,004.69 | $996.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,306.44 | $1,289.75 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | INCM | |
|---|---|---|
Pros |
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Cons |
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AAA | INCM |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |