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Compare BGBL vs. INCM

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Shares ETF

ASX

Buy

Buy

Overview
Performance

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 Global Shares ETF (BGBL) and the BetaShares Global Income Leaders ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BGBL

INCM

Popularity

Low

Low

Pearlers invested

382

13

Median incremental investment

$2,043.65

$1,293.46

Median investment frequency

Monthly

Monthly

Median total investment

$10,619.31

$4,763.40

Average age group

26 - 35

> 35


Key Summary

BGBL

INCM

Strategy

BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the 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. 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

APPLE INC (5.30 %)

MICROSOFT CORP (5.02 %)

NVIDIA CORP (4.56 %)

ALTRIA GROUP INC (3.34 %)

AT&T INC (2.08 %)

VERIZON COMMUNICATIONS INC (1.92 %)

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Other (30.45 %)

Utilities (24.29 %)

Consumer Staples (11.82 %)

Top 3 countries

United States (71.89 %)

Japan (6.55 %)

United Kingdom of Great Britain and Northern Ireland (3.85 %)

United States (70.82 %)

Korea (4.54 %)

Hong Kong (3.66 %)

Management fee

0.08 %

0.45 %


Key Summary

BGBL

INCM

Issuer

BetaShares

BetaShares

Tracking index

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

Nasdaq Global Income Leaders Index - USD-US Dollar

Asset class

ETF

ETF

Management fee

0.08 %

0.45 %

Price

$73.49

$18.68

Size

N/A

$36.712 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.25 %

4.13 %

Market

ASX

ASX

First listed date

10/05/2023

22/10/2018

Purchase fee

$6.50

$6.50


Community Stats

BGBL

INCM

Popularity

Low

Low

Pearlers invested

382

13

Median incremental investment

$2,043.65

$1,293.46

Median investment frequency

Monthly

Monthly

Median total investment

$10,619.31

$4,763.40

Average age group

26 - 35

> 35


Pros and Cons

BGBL

INCM

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

BGBL

INCM

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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