Back
Compare AU
Compare INCM vs. UYLD
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 S&P 500 Covered Call Complex ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 10 |
Median incremental investment | $1,014.78 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,449.14 | $3,596.64 |
Average age group | > 35 | > 35 |
Key Summary
INCM | UYLD | |
|---|---|---|
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. | UYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Cboe S&P 500 BuyWrite Index. |
Top 3 holdings | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) | NVIDIA Corp (8.16 %) Apple Inc (6.81 %) Microsoft Corp (4.90 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) |
Management fee | 0.45 % | 0.6 % |
Key Summary
INCM | UYLD | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.6 % |
Price | $18.86 | $10.12 |
Size | $94.259 million | $12.809 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.42 % | 6.52 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 10 |
Median incremental investment | $1,014.78 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,449.14 | $3,596.64 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | UYLD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
INCM | UYLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |