Compare AU

Compare FAIR vs. INCM

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Sustainability Leaders ETF

ASX

Buy

Buy

Overview
Performance

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

1,104

13

Median incremental investment

$750.03

$1,293.46

Median investment frequency

Monthly

Monthly

Median total investment

$1,543.53

$4,763.40

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

$21.37

$18.68

Size

$1.136 billion

$36.712 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

1,104

13

Median incremental investment

$750.03

$1,293.46

Median investment frequency

Monthly

Monthly

Median total investment

$1,543.53

$4,763.40

Average age group

26 - 35

> 35


Pros and Cons

FAIR

INCM

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower price growth

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

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