Compare AU
Compare INCM vs. E200
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 BetaShares Global Income Leaders ETF (INCM) and the SPDR S&P/ASX 200 Esg Fund (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 23 |
Median incremental investment | $1,240.50 | $1,004.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $1,732.50 |
Average age group | > 35 | > 35 |
Key Summary
INCM | E200 | |
|---|---|---|
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. | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 53.14m in AUM and 105 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.72 %) VERIZON COMMUNICATIONS INC (2.44 %) | Commonwealth Bank of Australia (14.30 %) CSL Ltd (7.23 %) National Australia Bank Ltd (6.06 %) |
Top 3 industries | Other (31.88 %) Utilities (22.80 %) Financials (10.38 %) | Financials (56.43 %) Consumer Discretionary (13.72 %) Health Care (13.14 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) |
Management fee | 0.45 % | 0.05 % |
Key Summary
INCM | E200 | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.05 % |
Price | $19.23 | $24.75 |
Size | $42.286 million | $52.971 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.16 % | 6.27 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 23 |
Median incremental investment | $1,240.50 | $1,004.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $1,732.50 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | E200 | |
|---|---|---|
Pros |
|
|
Cons |
|
|
INCM | E200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |