Compare AU
Compare INCM vs. EIGA
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 Perennial Income Generator Fund (Managed Fund) (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 62 |
Median incremental investment | $1,293.46 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,763.40 | $1,486.08 |
Average age group | > 35 | > 35 |
Key Summary
INCM | EIGA | |
|---|---|---|
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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.45 % | 0.8 % |
Key Summary
INCM | EIGA | |
|---|---|---|
Issuer | BetaShares | Perennial |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.8 % |
Price | $18.68 | $3.84 |
Size | $36.712 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.13 % | 6.44 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 62 |
Median incremental investment | $1,293.46 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,763.40 | $1,486.08 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | EIGA | |
|---|---|---|
Pros |
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Cons |
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INCM | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |