Compare AU
Compare INCM vs. ERTH
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 BetaShares Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | ERTH | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 366 |
Median incremental investment | $1,293.46 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,796.55 | $933.30 |
Average age group | > 35 | 26 - 35 |
Key Summary
INCM | ERTH | |
---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | AT&T INC (2.58 %) VERIZON COMMUNICATIONS INC (2.28 %) BRISTOL-MYERS SQUIBB CO (2.09 %) | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) |
Top 3 industries | Other (29.39 %) Utilities (23.27 %) Financials (11.57 %) | Other (55.73 %) Information Technology (13.41 %) Industrials (11.85 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.45 % | 0.55 % |
Key Summary
INCM | ERTH | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.55 % |
Price | $18.81 | $9.15 |
Size | $38.698 million | $94.787 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.16 % | 0.60 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | ERTH | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 366 |
Median incremental investment | $1,293.46 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,796.55 | $933.30 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INCM | ERTH | |
---|---|---|
Pros |
| |
Cons |
|
INCM | ERTH |
---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |