Compare AU
Compare INCM vs. GPEQ
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 VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 29 |
Median incremental investment | $1,240.50 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,765.95 | $2,118.88 |
Average age group | > 35 | > 35 |
Key Summary
INCM | GPEQ | |
|---|---|---|
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. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) | KKR & Co Inc Ordinary Shares (8.77 %) Blackstone Inc (8.47 %) Apollo Global Management Inc Class A (8.06 %) |
Top 3 industries | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) | Financials (100.00 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) |
Management fee | 0.45 % | 0.65 % |
Key Summary
INCM | GPEQ | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | LPX 50 Index |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.65 % |
Price | $18.69 | $25.84 |
Size | $35.332 million | $43.162 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.13 % | 1.49 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 29 |
Median incremental investment | $1,240.50 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,765.95 | $2,118.88 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | GPEQ | |
|---|---|---|
Pros |
| |
Cons |
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INCM | GPEQ |
|---|---|
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 |