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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the VanEck Australian Long Short Complex ETF (ALFA) 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
ALFA | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 87 |
Median incremental investment | $1,000.00 | $1,096.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,438.72 | $1,504.62 |
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. 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 | Eagers Automotive Ltd (8.78 %) Monadelphous Group Ltd (8.76 %) Pro Medicus Ltd (8.59 %) | 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 | Australia (100.00 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.39 % | 0.45 % |
Key Summary
ALFA | INCM | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.45 % |
Price | $22.48 | $19.29 |
Size | $24.616 million | $86.484 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.51 % | 4.32 % |
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 | 16 | 87 |
Median incremental investment | $1,000.00 | $1,096.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,438.72 | $1,504.62 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | INCM | |
|---|---|---|
Pros |
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Cons |
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ALFA | INCM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |