Compare AU
Compare INCM vs. DGCE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are INCM and DGCE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INCM | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 15 |
Median incremental investment | $1,240.50 | $2,589.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $4,058.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
INCM | DGCE | |
|---|---|---|
Strategy | 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. | DGCE.AX was created on 2006-12-05 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio. |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.72 %) VERIZON COMMUNICATIONS INC (2.44 %) | Dimensional Global Core Equity Trust Unhedged - Active ETF (100 %) |
Top 3 industries | Other (31.88 %) Utilities (22.80 %) Financials (10.38 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.45 % | 0.36 % |
Key Summary
INCM | DGCE | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.36 % |
Price | $19.23 | $26.88 |
Size | $42.286 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.16 % | 0.67 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 15 |
Median incremental investment | $1,240.50 | $2,589.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $4,058.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INCM | DGCE | |
|---|---|---|
Pros |
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Cons |
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INCM | DGCE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |