Back
Compare AU
Compare BOND 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 SPDR S&P/ASX Iboxx Australian Bond ETF (BOND) 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
BOND | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 57 |
Median incremental investment | $516.50 | $1,325.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $748.78 | $1,694.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
BOND | INCM | |
|---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 43.5m in AUM and 211 holdings. The SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. | 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 | Australia (Commonwealth of) 4.25% (1.57 %) Australia (Commonwealth of) 4.25% (1.51 %) Australia (Commonwealth of) 3.75% (1.43 %) | 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 (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.1 % | 0.45 % |
Key Summary
BOND | INCM | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.45 % |
Price | $25.85 | $19.73 |
Size | $44.344 million | $62.767 million |
10Y return | 0.27 % | N/A |
Annual distribution yield (5Y) | 1.40 % | 4.22 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 57 |
Median incremental investment | $516.50 | $1,325.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $748.78 | $1,694.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BOND | INCM | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BOND | 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 |