Compare AU
Compare INCM vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 8 |
Median incremental investment | $1,293.46 | $521.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,814.40 | $1,289.64 |
Average age group | > 35 | > 35 |
Key Summary
INCM | OZF | |
|---|---|---|
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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 53.46m in AUM and 31 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | AT&T INC (2.58 %) VERIZON COMMUNICATIONS INC (2.28 %) BRISTOL-MYERS SQUIBB CO (2.09 %) | Commonwealth Bank of Australia (31.31 %) National Australia Bank Ltd (14.26 %) Westpac Banking Corp (13.43 %) |
Top 3 industries | Other (29.39 %) Utilities (23.27 %) Financials (11.57 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.45 % | 0.4 % |
Key Summary
INCM | OZF | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.4 % |
Price | $18.82 | $29.37 |
Size | $40.687 million | $54.350 million |
10Y return | N/A | 28.53 % |
Annual distribution yield (5Y) | 4.16 % | 5.11 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 8 |
Median incremental investment | $1,293.46 | $521.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,814.40 | $1,289.64 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | OZF | |
|---|---|---|
Pros |
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Cons |
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INCM | OZF |
|---|---|
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 |