Compare AU
Compare INCM vs. ROBO
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 Global X Robo Global Robotics & Automation ETF (ROBO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 525 |
Median incremental investment | $1,240.50 | $639.76 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $1,131.60 |
Average age group | > 35 | > 35 |
Key Summary
INCM | ROBO | |
|---|---|---|
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. | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 235.79m in AUM and 78 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.72 %) VERIZON COMMUNICATIONS INC (2.44 %) | Harmonic Drive Systems Inc (3.68 %) Fanuc Corp (1.99 %) Hiwin Technologies Corp (1.97 %) |
Top 3 industries | Other (31.88 %) Utilities (22.80 %) Financials (10.38 %) | Industrials (74.22 %) Information Technology (16.49 %) Consumer Staples (15.08 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) |
Management fee | 0.45 % | 0.82 % |
Key Summary
INCM | ROBO | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | ROBO Global Robotics and Automation TR Index |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.82 % |
Price | $19.23 | $75.44 |
Size | $42.286 million | $232.782 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.16 % | 3.87 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 14/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 525 |
Median incremental investment | $1,240.50 | $639.76 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $1,131.60 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | ROBO | |
|---|---|---|
Pros |
| |
Cons |
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INCM | ROBO |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |