Compare AU
Compare INCM vs. SUBD
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 VanEck Australian Subordinated Debt ETF (SUBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | SUBD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 18 |
Median incremental investment | $1,293.46 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,814.40 | $9,190.70 |
Average age group | > 35 | > 35 |
Key Summary
INCM | SUBD | |
---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2135.66m in AUM and 31 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | AT&T INC (2.58 %) VERIZON COMMUNICATIONS INC (2.29 %) BRISTOL-MYERS SQUIBB CO (2.17 %) | Commonwealth Bank of Australia (7.86 %) National Australia Bank Ltd. (6.58 %) ANZ Group Holdings Ltd. (5.83 %) |
Top 3 industries | Other (29.23 %) Utilities (22.86 %) Financials (11.85 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.45 % | 0.29 % |
Key Summary
INCM | SUBD | |
---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.29 % |
Price | $18.88 | $25.18 |
Size | $38.698 million | $2.167 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.16 % | 3.61 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | SUBD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 18 |
Median incremental investment | $1,293.46 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,814.40 | $9,190.70 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | SUBD | |
---|---|---|
Pros |
|
|
Cons |
|
|
INCM | SUBD |
---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |