Compare AU
Compare INCM vs. MVS
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 VanEck Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 9 |
Median incremental investment | $1,240.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $973.61 |
Average age group | > 35 | > 35 |
Key Summary
INCM | MVS | |
|---|---|---|
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. | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.72 %) VERIZON COMMUNICATIONS INC (2.44 %) | Domain Holdings Australia Ltd Ordinary Shares (2.57 %) Helia Group Ltd (2.53 %) Gold Road Resources Ltd (2.52 %) |
Top 3 industries | Other (31.88 %) Utilities (22.80 %) Financials (10.38 %) | Materials (30.07 %) Financials (29.23 %) Consumer Discretionary (19.84 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | Australia (99.99 %) |
Management fee | 0.45 % | 0.49 % |
Key Summary
INCM | MVS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.49 % |
Price | $19.35 | $18.37 |
Size | $42.286 million | $167.448 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.16 % | 4.86 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 9 |
Median incremental investment | $1,240.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $973.61 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | MVS | |
|---|---|---|
Pros |
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Cons |
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INCM | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |