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Compare AEBD 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Ethical Australian Composite Bond ETF (AEBD) and the Betashares S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AEBD | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 94 |
Median incremental investment | $5,000.00 | $1,027.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,050.98 | $1,449.14 |
Average age group | > 35 | > 35 |
Key Summary
AEBD | INCM | |
|---|---|---|
Strategy | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account 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 | BRITISH COLUMBIA PROV OF 5.2% MAY-36 (2.78 %) AIRSERVICES AUSTRALIA 5.35% NOV-37 (1.40 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.27 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | 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 | 0.34 % | 0.45 % |
Key Summary
AEBD | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.45 % |
Price | $49.81 | $18.82 |
Size | $70.919 million | $85.977 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.21 % | 4.32 % |
Market | ASX | ASX |
First listed date | 05/11/2024 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AEBD | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 94 |
Median incremental investment | $5,000.00 | $1,027.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,050.98 | $1,449.14 |
Average age group | > 35 | > 35 |
Pros and Cons
AEBD | INCM | |
|---|---|---|
Pros |
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Cons |
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AEBD | 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 |