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Compare INCM vs. JHGA
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 Jpm Gbl Equity Premium Income Hedged Complex ETF (JHGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 99 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,384.08 | $0 |
Average age group | > 35 | N/A |
Key Summary
INCM | JHGA | |
|---|---|---|
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. | JHGA.AX was created on 2024-07-30 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide income and long-term capital growth. |
Top 3 holdings | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) | JPM Global Eqy Prm Inc Act UC ETF USDDis (102.28 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) |
Management fee | 0.45 % | 0.004 % |
Key Summary
INCM | JHGA | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.004 % |
Price | $19.03 | $48.17 |
Size | $94.945 million | $8.182 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.48 % | 4.85 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 31/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 99 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,384.08 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
INCM | JHGA | |
|---|---|---|
Pros |
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Cons |
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INCM | JHGA |
|---|---|
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 |