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Compare INCM vs. INES

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Income Leaders ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are INCM and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INCM

INES

Popularity

Low

Low

Pearlers invested

13

21

Median incremental investment

$1,293.46

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$4,796.55

$5,003.74

Average age group

> 35

> 35


Key Summary

INCM

INES

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.

INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth.

Top 3 holdings

AT&T INC (2.58 %)

VERIZON COMMUNICATIONS INC (2.28 %)

BRISTOL-MYERS SQUIBB CO (2.09 %)

Intelligent Investor Eth Share Fund - Active ETF (100 %)

Top 3 industries

Other (29.39 %)

Utilities (23.27 %)

Financials (11.57 %)

Top 3 countries

United States (70.82 %)

Korea (4.54 %)

Hong Kong (3.66 %)

Management fee

0.45 %

0.97 %


Key Summary

INCM

INES

Issuer

BetaShares

Intelligent Investor

Tracking index

Nasdaq Global Income Leaders Index - USD-US Dollar

Asset class

ETF

ETF

Management fee

0.45 %

0.97 %

Price

$18.88

$3.44

Size

$38.698 million

$74.418 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

4.16 %

4.41 %

Market

ASX

ASX

First listed date

22/10/2018

12/06/2019

Purchase fee

$6.50

$6.50


Community Stats

INCM

INES

Popularity

Low

Low

Pearlers invested

13

21

Median incremental investment

$1,293.46

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$4,796.55

$5,003.74

Average age group

> 35

> 35


Pros and Cons

INCM

INES

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

INCM

INES

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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