Compare AU

Compare IAA vs. INCM

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

S&P Asia 50TM

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 S&P Asia 50TM (IAA) 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

IAA

INCM

Popularity

Low

Low

Pearlers invested

100

13

Median incremental investment

$1,500.00

$1,240.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,111.92

$4,730.25

Average age group

> 35

> 35


Key Summary

IAA

INCM

Strategy

IAA.AX was created on 2007-11-13 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Asia 50TM Index, before fees and expenses. The index is designed to measure the performance of the 50 leading companies listed in China, Hong Kong, Macau, Singapore, South Korea and Taiwan.

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

ISHARES ASIA 50 ETF (99.97 %)

USD CASH (0.02 %)

AUD CASH (0.01 %)

ALTRIA GROUP INC (3.34 %)

AT&T INC (2.08 %)

VERIZON COMMUNICATIONS INC (1.92 %)

Top 3 industries

Other (99.93 %)

Communication Services (0.07 %)

Other (30.45 %)

Utilities (24.29 %)

Consumer Staples (11.82 %)

Top 3 countries

United States (99.82 %)

United States (70.82 %)

Korea (4.54 %)

Hong Kong (3.66 %)

Management fee

0.5 %

0.45 %


Key Summary

IAA

INCM

Issuer

iShares

BetaShares

Tracking index

S&P Asia 50 Index - AUD

Nasdaq Global Income Leaders Index - USD-US Dollar

Asset class

ETF

ETF

Management fee

0.5 %

0.45 %

Price

$111.14

$18.55

Size

$791.978 million

$35.332 million

10Y return

97.48 %

N/A

Annual distribution yield (5Y)

1.74 %

4.13 %

Market

ASX

ASX

First listed date

10/09/2008

22/10/2018

Purchase fee

$6.50

$6.50


Community Stats

IAA

INCM

Popularity

Low

Low

Pearlers invested

100

13

Median incremental investment

$1,500.00

$1,240.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,111.92

$4,730.25

Average age group

> 35

> 35


Pros and Cons

IAA

INCM

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

IAA

INCM

Higher exposure to US market

Lower 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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