Compare AU

Compare IMLC vs. INCM

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

IML Conc Aus Shares Fund (Quoted Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IMLC and INCM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IMLC

INCM

Popularity

Low

Low

Pearlers invested

1

13

Median incremental investment

$997.50

$1,293.46

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,061.36

$4,763.40

Average age group

< 26

> 35


Key Summary

IMLC

INCM

Strategy

IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis.

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

IML Conc Aus Shares Fund (Quoted Managed Fund) (100 %)

ALTRIA GROUP INC (3.34 %)

AT&T INC (2.08 %)

VERIZON COMMUNICATIONS INC (1.92 %)

Top 3 industries

Other (30.45 %)

Utilities (24.29 %)

Consumer Staples (11.82 %)

Top 3 countries

United States (70.82 %)

Korea (4.54 %)

Hong Kong (3.66 %)

Management fee

0.993 %

0.45 %


Key Summary

IMLC

INCM

Issuer

IML

BetaShares

Tracking index

Nasdaq Global Income Leaders Index - USD-US Dollar

Asset class

ETF

ETF

Management fee

0.993 %

0.45 %

Price

$4.09

$18.68

Size

N/A

$36.712 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

0.52 %

4.13 %

Market

ASX

ASX

First listed date

31/07/2023

22/10/2018

Purchase fee

$6.50

$6.50


Community Stats

IMLC

INCM

Popularity

Low

Low

Pearlers invested

1

13

Median incremental investment

$997.50

$1,293.46

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,061.36

$4,763.40

Average age group

< 26

> 35


Pros and Cons

IMLC

INCM

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IMLC

INCM

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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