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Compare IHVV 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 S&P 500 Aud Hedged ETF (IHVV) 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
IHVV | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 206 | 20 |
Median incremental investment | $1,500.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,533.31 | $4,834.80 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | INCM | |
|---|---|---|
Strategy | IHVV.AX was created on 2014-12-15 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 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | KRW - KOREAN WON (0 %) MSCI WORLD INDEX SEP25 (0 %) CHORD ENERGY CORP (2.99 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (31.50 %) Utilities (20.18 %) Consumer Staples (14.25 %) |
Top 3 countries | United States (94.52 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 0.1 % | 0.45 % |
Key Summary
IHVV | INCM | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.45 % |
Price | $55.80 | $18.88 |
Size | $2.572 billion | $46.530 million |
10Y return | 108.92 % | N/A |
Annual distribution yield (5Y) | 4.61 % | 4.00 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 206 | 20 |
Median incremental investment | $1,500.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,533.31 | $4,834.80 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | INCM | |
|---|---|---|
Pros |
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Cons |
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IHVV | INCM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |