Compare AU
Compare INCM vs. USHY
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are INCM and USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INCM | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 6 |
Median incremental investment | $1,293.46 | $7,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,796.55 | $3,304.35 |
Average age group | > 35 | > 35 |
Key Summary
INCM | USHY | |
|---|---|---|
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. | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 16.33m in AUM and 1151 holdings. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. |
Top 3 holdings | AT&T INC (2.58 %) VERIZON COMMUNICATIONS INC (2.28 %) BRISTOL-MYERS SQUIBB CO (2.09 %) | Global X Usd High Yield Bond ETF(Currency Hedged). (100 %) |
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 % | 0.3 % |
Key Summary
INCM | USHY | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.3 % |
Price | $18.81 | $10.49 |
Size | $38.698 million | $16.322 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.16 % | 2.64 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 6 |
Median incremental investment | $1,293.46 | $7,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,796.55 | $3,304.35 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | USHY | |
|---|---|---|
Pros |
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Cons |
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INCM | USHY |
|---|---|
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 |