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Compare INCM vs. IJH
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 iShares S&P Mid-Cap ETF (IJH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | IJH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 94 | 42 |
Median incremental investment | $1,027.89 | $1,501.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,449.14 | $7,508.16 |
Average age group | > 35 | > 35 |
Key Summary
INCM | IJH | |
|---|---|---|
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. | IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap 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 midcapitalisation US equities. |
Top 3 holdings | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) | ISHARES CORE S&P MID-CAP ETF (99.96 %) USD CASH (0.20 %) USD/AUD (0.00 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Other (99.67 %) Communication Services (0.00 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | United States (97.51 %) United Kingdom of Great Britain and Northern Ireland (0.83 %) Mexico (0.71 %) |
Management fee | 0.45 % | 0.07 % |
Key Summary
INCM | IJH | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | S&P MidCap 400 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.07 % |
Price | $18.82 | $47.52 |
Size | $85.730 million | $473.257 million |
10Y return | N/A | 155.31 % |
Annual distribution yield (5Y) | 4.32 % | 1.18 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | IJH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 94 | 42 |
Median incremental investment | $1,027.89 | $1,501.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,449.14 | $7,508.16 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | IJH | |
|---|---|---|
Pros |
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Cons |
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INCM | IJH |
|---|---|
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 |