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Compare IAF 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 Bloomberg Aussie Bonds (IAF) 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
IAF | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 104 |
Median incremental investment | $1,058.37 | $995.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,926.10 | $1,356.30 |
Average age group | > 35 | > 35 |
Key Summary
IAF | INCM | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (2.49 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) | MSCI WORLD INDEX JUN26 (0 %) KRW - KOREAN WON (0 %) APPLE INC (6.00 %) |
Top 3 industries | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | |
Management fee | 0.15 % | 0.45 % |
Key Summary
IAF | INCM | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.45 % |
Price | $101.10 | $19.91 |
Size | $3.623 billion | $91.818 million |
10Y return | -6.53 % | N/A |
Annual distribution yield (5Y) | 2.14 % | 4.48 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 104 |
Median incremental investment | $1,058.37 | $995.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,926.10 | $1,356.30 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | INCM | |
|---|---|---|
Pros |
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Cons |
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IAF | 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 |