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Compare INCM vs. USTB
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 S&P Global High Dividend Aristocrat ETF (INCM) and the Global X Us Treasury Bond (Currency Hedged) ETF (USTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 4 |
Median incremental investment | $893.50 | $2,186.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,546.07 | $2,550.88 |
Average age group | > 35 | > 35 |
Key Summary
INCM | USTB | |
|---|---|---|
Strategy | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | MSCI WORLD INDEX DEC26 (0 %) KRW - KOREAN WON (0 %) MICROSOFT CORP (7.84 %) | United States Treasury Notes 4.625% (0.80 %) United States Treasury Notes 4.375% (0.79 %) United States Treasury Notes 4.25% (0.79 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | |
Management fee | 0.45 % | 0.19 % |
Key Summary
INCM | USTB | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.19 % |
Price | $20.21 | $8.56 |
Size | $105.914 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.59 % | 2.91 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 4 |
Median incremental investment | $893.50 | $2,186.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,546.07 | $2,550.88 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | USTB | |
|---|---|---|
Pros |
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Cons |
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INCM | USTB |
|---|---|
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 |