Compare AU
Compare BGBL 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 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 | 376 | 13 |
Median incremental investment | $2,041.18 | $1,240.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,602.40 | $4,702.20 |
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 | $73.33 | $18.44 |
Size | N/A | $35.332 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 | 376 | 13 |
Median incremental investment | $2,041.18 | $1,240.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,602.40 | $4,702.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BGBL | INCM | |
|---|---|---|
Pros |
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Cons |
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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 |