Compare AU
Compare INCM vs. IHD
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 S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 28 |
Median incremental investment | $1,293.46 | $677.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,735.35 | $1,398.74 |
Average age group | > 35 | > 35 |
Key Summary
INCM | IHD | |
|---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.45 %) VERIZON COMMUNICATIONS INC (2.33 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Other (30.15 %) Utilities (23.00 %) Financials (11.33 %) | Financials (43.33 %) Materials (22.13 %) Industrials (13.26 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 0.45 % | 0.23 % |
Key Summary
INCM | IHD | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.23 % |
Price | $18.69 | $14.46 |
Size | $36.829 million | $313.445 million |
10Y return | N/A | -1.83 % |
Annual distribution yield (5Y) | 4.13 % | 7.42 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 28 |
Median incremental investment | $1,293.46 | $677.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,735.35 | $1,398.74 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | IHD | |
|---|---|---|
Pros |
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Cons |
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INCM | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |