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Compare INCM vs. MHG
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 Magellan Global Eq Fund (Currencyhdg) - Active ETF (MHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | MHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 87 | 3 |
Median incremental investment | $1,049.39 | $1,494.46 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,492.14 | $3,978.00 |
Average age group | > 35 | > 35 |
Key Summary
INCM | MHG | |
|---|---|---|
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. | MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss. |
Top 3 holdings | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) | Amazon.com Inc (8.05 %) Microsoft Corp (7.46 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.25 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Consumer Discretionary (23.67 %) Other (20.78 %) Communication Services (17.14 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | United States (73.98 %) France (5.92 %) Taiwan (5.38 %) |
Management fee | 0.45 % | 1.35 % |
Key Summary
INCM | MHG | |
|---|---|---|
Issuer | BetaShares | Magellan |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | MSCI World Index - Hedged to AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 1.35 % |
Price | $19.29 | $3.90 |
Size | $85.499 million | N/A |
10Y return | N/A | 63.18 % |
Annual distribution yield (5Y) | 4.32 % | 4.12 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 10/08/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | MHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 87 | 3 |
Median incremental investment | $1,049.39 | $1,494.46 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,492.14 | $3,978.00 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | MHG | |
|---|---|---|
Pros |
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Cons |
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INCM | MHG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |