Compare AU
Compare INCM vs. MVOL
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 Global Income Leaders ETF (INCM) and the iShares Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $1,293.46 | $2,592.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,763.40 | $2,709.30 |
Average age group | > 35 | > 35 |
Key Summary
INCM | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 20.73m in AUM and 101 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) | TELSTRA GROUP LTD (6.43 %) COMMONWEALTH BANK OF AUSTRALIA (5.47 %) ANZ GROUP HOLDINGS LTD (3.86 %) |
Top 3 industries | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) | Financials (32.75 %) Materials (15.90 %) Industrials (11.67 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) |
Management fee | 0.45 % | 0.3 % |
Key Summary
INCM | MVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.3 % |
Price | $18.68 | $32.84 |
Size | $36.712 million | $20.156 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.13 % | 5.08 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $1,293.46 | $2,592.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,763.40 | $2,709.30 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | MVOL | |
|---|---|---|
Pros |
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Cons |
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INCM | MVOL |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |