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Compare HQUS 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 S&P 500 Equal Weight Currency Hedged ETF (HQUS) 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
HQUS | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 52 |
Median incremental investment | $4,993.50 | $1,346.41 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,032.87 | $2,354.57 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | INCM | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 | BetaShares S&P 500 Equal Weight ETF (100.00 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | 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 | 0.29 % | 0.45 % |
Key Summary
HQUS | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.45 % |
Price | $45.22 | $19.58 |
Size | N/A | $61.845 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.35 % | 4.22 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 52 |
Median incremental investment | $4,993.50 | $1,346.41 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,032.87 | $2,354.57 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | INCM | |
|---|---|---|
Pros |
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Cons |
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HQUS | 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 |