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Compare INCM vs. GPEQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Income Leaders ETF

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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