Back
Compare AU
Compare INCM vs. VHY
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 Vanguard Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 29 | 2,242 |
Median incremental investment | $1,993.50 | $1,003.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,870.50 | $2,283.46 |
Average age group | > 35 | > 35 |
Key Summary
INCM | VHY | |
|---|---|---|
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. | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 5633.48m in AUM and 77 holdings. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | KRW - KOREAN WON (0 %) MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | Australia (99.89 %) China (0.11 %) |
Management fee | 0.45 % | 0.25 % |
Key Summary
INCM | VHY | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | FTSE Australia High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.25 % |
Price | $19.10 | $78.74 |
Size | $54.208 million | $5.643 billion |
10Y return | N/A | 35.22 % |
Annual distribution yield (5Y) | 4.12 % | 5.39 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 29 | 2,242 |
Median incremental investment | $1,993.50 | $1,003.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,870.50 | $2,283.46 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | VHY | |
|---|---|---|
Pros |
|
|
Cons |
|
|
INCM | VHY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |