Compare AU
Compare INCM vs. REIT
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 FTSE Global Property (ex-AUS hedged) (REIT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 104 |
Median incremental investment | $1,293.46 | $845.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,735.35 | $1,128.83 |
Average age group | > 35 | 26 - 35 |
Key Summary
INCM | REIT | |
|---|---|---|
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. | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.45 %) VERIZON COMMUNICATIONS INC (2.33 %) | Prologis Inc (6.60 %) Equinix Inc (6.21 %) Welltower Inc (5.31 %) |
Top 3 industries | Other (30.15 %) Utilities (23.00 %) Financials (11.33 %) | Real Estate (100.00 %) Other (8.61 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (73.96 %) Japan (5.45 %) Singapore (3.61 %) |
Management fee | 0.45 % | 0.43 % |
Key Summary
INCM | REIT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.43 % |
Price | $18.69 | $15.57 |
Size | $36.829 million | $468.606 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.13 % | 4.40 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 02/04/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 104 |
Median incremental investment | $1,293.46 | $845.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,735.35 | $1,128.83 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INCM | REIT | |
|---|---|---|
Pros |
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Cons |
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INCM | REIT |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |