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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 S&P Global High Dividend Aristocrat 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 | 103 | 11 |
Median incremental investment | $996.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,278.36 | $1,570.92 |
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. 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. | 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 | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) | Zip Co Ltd (2.50 %) Tasmea Ltd Ordinary Fully Paid (2.35 %) Elsight Ltd (2.01 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | Australia (98.81 %) New Zealand (1.19 %) |
Management fee | 0.45 % | 0.49 % |
Key Summary
INCM | MVS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.49 % |
Price | $19.08 | $20.67 |
Size | $93.265 million | $198.035 million |
10Y return | N/A | 19.48 % |
Annual distribution yield (5Y) | 4.48 % | 3.80 % |
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 | 103 | 11 |
Median incremental investment | $996.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,278.36 | $1,570.92 |
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 |
Higher distribution yield | Lower distribution yield |