Compare AU
Compare FAIR 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 Australian Sustainability Leaders ETF (FAIR) 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
FAIR | INCM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,102 | 13 |
Median incremental investment | $748.94 | $1,240.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,541.13 | $4,773.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
FAIR | INCM | |
|---|---|---|
Strategy | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other 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 | SPI 200 FUTURES SEP24 (0 %) SUNCORP GROUP LTD (4.66 %) COCHLEAR LTD (4.61 %) | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) |
Top 3 industries | Financials (20.29 %) Health Care (18.54 %) Information Technology (14.60 %) | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) |
Top 3 countries | Australia (89.09 %) New Zealand (6.19 %) United States (4.72 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 0.49 % | 0.45 % |
Key Summary
FAIR | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Australian Sustainability Leaders Index - AUD | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.45 % |
Price | $21.86 | $18.72 |
Size | $1.393 billion | $35.332 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.39 % | 4.13 % |
Market | ASX | ASX |
First listed date | 29/11/2017 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FAIR | INCM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,102 | 13 |
Median incremental investment | $748.94 | $1,240.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,541.13 | $4,773.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FAIR | INCM | |
|---|---|---|
Pros |
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Cons |
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FAIR | INCM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |