Compare AU

Compare INCM vs. QMIX

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 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

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

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

INCM

QMIX

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

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