Compare AU
Compare IGRO 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 iShares High Growth Esg ETF (IGRO) 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
IGRO | INCM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 13 |
Median incremental investment | $676.50 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,636.25 | $4,763.40 |
Average age group | > 35 | > 35 |
Key Summary
IGRO | INCM | |
---|---|---|
Strategy | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds | 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 Core MSCI Wld Ex Aus ESG ETF (41.73 %) iShares Core MSCI Australia ESG ETF (34.56 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (14.59 %) | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) |
Top 3 countries | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 0.22 % | 0.45 % |
Key Summary
IGRO | INCM | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.45 % |
Price | $33.75 | $18.68 |
Size | $11.991 million | $36.712 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.32 % | 4.13 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGRO | INCM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 13 |
Median incremental investment | $676.50 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,636.25 | $4,763.40 |
Average age group | > 35 | > 35 |
Pros and Cons
IGRO | INCM | |
---|---|---|
Pros |
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Cons |
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IGRO | INCM |
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Higher exposure to AU market | Lower exposure to AU market |
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 |