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Compare INCM vs. GGFD
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 S&P Global High Dividend Aristocrat ETF (INCM) and the Betashares Geared Long Us Tr Bond Ch Complex ETF (GGFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | GGFD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 109 | 1 |
Median incremental investment | $993.50 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,417.50 | $489.36 |
Average age group | > 35 | 26 - 35 |
Key Summary
INCM | GGFD | |
|---|---|---|
Strategy | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. | GGFD.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. Betashares Geared Long U.S. Treasury Bond Fund Currency Hedged (hedge fund) offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure |
Top 3 holdings | MSCI WORLD INDEX JUN26 (0 %) KRW - KOREAN WON (0 %) APPLE INC (6.00 %) | US 10YR ULTRA FUT SEP26 (0 %) AUD - AUSTRALIA DOLLAR (97.10 %) USD - UNITED STATES DOLLAR (2.90 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | |
Management fee | 0.45 % | 0.99 % |
Key Summary
INCM | GGFD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.99 % |
Price | $20.14 | $19.29 |
Size | $93.846 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.48 % | 0.00 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | GGFD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 109 | 1 |
Median incremental investment | $993.50 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,417.50 | $489.36 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INCM | GGFD | |
|---|---|---|
Pros |
| |
Cons |
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INCM | GGFD |
|---|---|
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 |