Compare AU
Compare INCM vs. VTS
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 Global Income Leaders ETF (INCM) and the Vanguard US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 14 | 2,948 |
Median incremental investment | $1,240.50 | $1,283.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $4,778.29 |
Average age group | > 35 | > 35 |
Key Summary
INCM | VTS | |
|---|---|---|
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. | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.72 %) VERIZON COMMUNICATIONS INC (2.44 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Other (31.88 %) Utilities (22.80 %) Financials (10.38 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) |
Management fee | 0.45 % | 0.03 % |
Key Summary
INCM | VTS | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | CRSP U.S. Total Market Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.03 % |
Price | $19.39 | $434.31 |
Size | $42.286 million | $29.854 million |
10Y return | N/A | 210.91 % |
Annual distribution yield (5Y) | 4.16 % | 1.30 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 14 | 2,948 |
Median incremental investment | $1,240.50 | $1,283.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,951.73 | $4,778.29 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | VTS | |
|---|---|---|
Pros |
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Cons |
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INCM | VTS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |