Compare AU
Compare INCM vs. INES
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | 21 | 20 |
Median incremental investment | $1,746.75 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,778.70 | $4,416.09 |
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 | MSCI WORLD INDEX JUN25 (0 %) CHORD ENERGY CORP (2.73 %) VERIZON COMMUNICATIONS INC (2.45 %) | Intelligent Investor Eth Share Fund - Active ETF (100 %) |
Top 3 industries | Other (29.86 %) Utilities (21.50 %) Consumer Staples (15.09 %) | |
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 | $18.82 | $3.58 |
Size | $46.250 million | $72.749 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.08 % | 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 | 21 | 20 |
Median incremental investment | $1,746.75 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,778.70 | $4,416.09 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | INES | |
|---|---|---|
Pros |
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Cons |
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INCM | INES |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |