Compare AU
Compare DVDY 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 Morningstar Australian Moat Income ETF (DVDY) 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
DVDY | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 21 |
Median incremental investment | $650.00 | $1,746.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,323.48 | $4,809.30 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | INCM | |
|---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | 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 | Medibank Pvt Ltd (4.97 %) Computershare Ltd (4.86 %) Brambles Ltd (4.57 %) | CHORD ENERGY CORP (2.76 %) VERIZON COMMUNICATIONS INC (2.58 %) EDISON INTERNATIONAL (2.29 %) |
Top 3 industries | Industrials (40.50 %) Financials (20.29 %) Real Estate (10.18 %) | Other (29.27 %) Utilities (21.78 %) Consumer Staples (15.77 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.35 % | 0.45 % |
Key Summary
DVDY | INCM | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.45 % |
Price | $21.52 | $18.86 |
Size | $59.854 million | $45.386 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.87 % | 4.08 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 21 |
Median incremental investment | $650.00 | $1,746.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,323.48 | $4,809.30 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | INCM | |
|---|---|---|
Pros |
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Cons |
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DVDY | INCM |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |