Compare AU
Compare INCM vs. IHOO
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 iShares Global 100 Aud Hedged ETF (IHOO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | IHOO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 13 |
Median incremental investment | $1,240.50 | $2,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,090.78 | $5,687.04 |
Average age group | > 35 | > 35 |
Key Summary
INCM | IHOO | |
|---|---|---|
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. | IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 518.82m in AUM and 104 holdings. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.72 %) VERIZON COMMUNICATIONS INC (2.44 %) | APPLE INC (11.77 %) NVIDIA CORP (11.44 %) MICROSOFT CORP (10.80 %) |
Top 3 industries | Other (31.88 %) Utilities (22.80 %) Financials (10.38 %) | Information Technology (40.80 %) Financials (10.08 %) Consumer Discretionary (10.06 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (81.06 %) United Kingdom of Great Britain and Northern Ireland (4.32 %) Switzerland (3.26 %) |
Management fee | 0.45 % | 0.43 % |
Key Summary
INCM | IHOO | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | S&P Global 100 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.43 % |
Price | $19.77 | $176.78 |
Size | $42.286 million | $440.838 million |
10Y return | N/A | 81.26 % |
Annual distribution yield (5Y) | 4.16 % | 5.07 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | IHOO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 13 |
Median incremental investment | $1,240.50 | $2,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,090.78 | $5,687.04 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | IHOO | |
|---|---|---|
Pros |
| |
Cons |
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INCM | IHOO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |