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Compare INCM vs. HLTH
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 VanEck Global Healthcare Leaders ETF (HLTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | HLTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 91 | 54 |
Median incremental investment | $1,046.50 | $550.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,464.84 | $1,538.36 |
Average age group | > 35 | > 35 |
Key Summary
INCM | HLTH | |
|---|---|---|
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. | HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) | Globus Medical Inc Class A (2.82 %) Swedish Orphan Biovitrum AB (2.68 %) Merck & Co Inc (2.66 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Health Care (100.00 %) Other (9.10 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | United States (65.74 %) Japan (10.95 %) Denmark (8.04 %) |
Management fee | 0.45 % | 0.45 % |
Key Summary
INCM | HLTH | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | MarketGrader Developed Markets ex-Australia Health Care Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.45 % |
Price | $18.59 | $11.08 |
Size | $85.730 million | $50.690 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.32 % | 0.61 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | HLTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 91 | 54 |
Median incremental investment | $1,046.50 | $550.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,464.84 | $1,538.36 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | HLTH | |
|---|---|---|
Pros |
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Cons |
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INCM | HLTH |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |