Compare AU
Compare ALFA 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 ALFA and INCM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 21 |
Median incremental investment | $1,023.00 | $1,746.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,347.34 | $4,778.70 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | INCM | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
Top 3 holdings | VanEck Australian Long Short Complex ETF (100 %) | MSCI WORLD INDEX JUN25 (0 %) CHORD ENERGY CORP (2.73 %) VERIZON COMMUNICATIONS INC (2.45 %) |
Top 3 industries | Other (29.86 %) Utilities (21.50 %) Consumer Staples (15.09 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.39 % | 0.45 % |
Key Summary
ALFA | INCM | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.45 % |
Price | $20.54 | $18.82 |
Size | $9.154 million | $46.250 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.08 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 21 |
Median incremental investment | $1,023.00 | $1,746.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,347.34 | $4,778.70 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | INCM | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ALFA | 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 |