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Compare INCM vs. VLUE

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Income Leaders ETF

ASX

Buy

Buy

Overview
Performance

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 MSCI International Value ETF (VLUE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

INCM

VLUE

Popularity

Low

Low

Pearlers invested

13

25

Median incremental investment

$1,293.46

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,796.55

$3,169.40

Average age group

> 35

> 35


Key Summary

INCM

VLUE

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.

VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance.

Top 3 holdings

AT&T INC (2.58 %)

VERIZON COMMUNICATIONS INC (2.29 %)

BRISTOL-MYERS SQUIBB CO (2.17 %)

Cisco Systems Inc (3.69 %)

International Business Machines Corp (2.77 %)

Qualcomm Inc (2.50 %)

Top 3 industries

Other (29.23 %)

Utilities (22.86 %)

Financials (11.85 %)

Information Technology (49.50 %)

Communication Services (19.40 %)

Financials (13.99 %)

Top 3 countries

United States (70.82 %)

Korea (4.54 %)

Hong Kong (3.66 %)

United States (44.95 %)

Japan (21.76 %)

United Kingdom of Great Britain and Northern Ireland (7.35 %)

Management fee

0.45 %

0.4 %


Key Summary

INCM

VLUE

Issuer

BetaShares

VanEck

Tracking index

Nasdaq Global Income Leaders Index - USD-US Dollar

MSCI World ex Australia Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.45 %

0.4 %

Price

$18.81

$27.56

Size

$38.698 million

$290.016 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.16 %

2.00 %

Market

ASX

ASX

First listed date

22/10/2018

09/03/2021

Purchase fee

$6.50

$6.50


Community Stats

INCM

VLUE

Popularity

Low

Low

Pearlers invested

13

25

Median incremental investment

$1,293.46

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,796.55

$3,169.40

Average age group

> 35

> 35


Pros and Cons

INCM

VLUE

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

INCM

VLUE

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

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