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Compare ETHI 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 Sustainability Leaders ETF (ETHI) 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
ETHI | INCM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,931 | 96 |
Median incremental investment | $790.50 | $1,013.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,058.75 | $1,446.06 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | INCM | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 | KRW - KOREAN WON (0 %) BROADCOM INC (8.17 %) NVIDIA CORP (6.33 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.59 % | 0.45 % |
Key Summary
ETHI | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.45 % |
Price | $15.25 | $18.78 |
Size | $3.406 billion | $94.259 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.51 % | 4.42 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | INCM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,931 | 96 |
Median incremental investment | $790.50 | $1,013.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,058.75 | $1,446.06 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | INCM | |
|---|---|---|
Pros |
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Cons |
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ETHI | INCM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |