Compare AU

Compare INCM vs. OZF

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Income Leaders ETF

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

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

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