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Compare INCM vs. HQUS
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 S&P 500 Equal Weight Currency Hedged ETF (HQUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 94 | 10 |
Median incremental investment | $1,000.61 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,460.69 | $4,347.91 |
Average age group | > 35 | > 35 |
Key Summary
INCM | HQUS | |
|---|---|---|
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. | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. |
Top 3 holdings | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) | BetaShares S&P 500 Equal Weight ETF (100.00 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) |
Management fee | 0.45 % | 0.29 % |
Key Summary
INCM | HQUS | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.29 % |
Price | $18.94 | $48.38 |
Size | $94.022 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.48 % | 1.68 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 11/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 94 | 10 |
Median incremental investment | $1,000.61 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,460.69 | $4,347.91 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | HQUS | |
|---|---|---|
Pros |
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Cons |
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INCM | HQUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |