Compare AU
Compare INCM vs. QMIX
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 MSCI World Quality Mix Fund (QMIX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | QMIX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 16 |
Median incremental investment | $1,293.46 | $2,536.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,837.35 | $4,264.32 |
Average age group | > 35 | > 35 |
Key Summary
INCM | QMIX | |
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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. | QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 341.23m in AUM and 1082 holdings. The SPDR MSCI World Quality Mix Fund seeks to provide investment results that, before fees and expenses,correspond generally to the return performance of the MSCI World Factor Mix A-Series Index (previously namedthe MSCI World Quality Mix Index), assuming all payments from the index constituents are reinvested. |
Top 3 holdings | AT&T INC (2.66 %) VERIZON COMMUNICATIONS INC (2.31 %) BRISTOL-MYERS SQUIBB CO (2.00 %) | Apple Inc (2.41 %) Meta Platforms Inc Class A (2.32 %) Microsoft Corp (2.28 %) |
Top 3 industries | Other (29.39 %) Utilities (23.27 %) Financials (11.57 %) | Information Technology (40.19 %) Communication Services (22.32 %) Health Care (21.87 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (67.46 %) Japan (7.23 %) United Kingdom of Great Britain and Northern Ireland (3.87 %) |
Management fee | 0.45 % | 0.18 % |
Key Summary
INCM | QMIX | |
---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | MSCI WORLD FACTOR MIX A-SERIES INDEX - USD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.18 % |
Price | $18.97 | $33.71 |
Size | $40.389 million | $341.435 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.16 % | 3.95 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 14/09/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | QMIX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 16 |
Median incremental investment | $1,293.46 | $2,536.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,837.35 | $4,264.32 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | QMIX | |
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Pros |
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Cons |
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INCM | QMIX |
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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 |
Higher distribution yield | Lower distribution yield |