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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 S&P Global High Dividend Aristocrat 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 | 88 | 3,406 |
Median incremental investment | $1,049.39 | $1,300.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,501.50 | $5,272.08 |
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. 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. | 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 | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | United States (99.42 %) Switzerland (0.22 %) Canada (0.10 %) |
Management fee | 0.45 % | 0.03 % |
Key Summary
INCM | VTS | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | CRSP U.S. Total Market Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.03 % |
Price | $19.25 | $479.28 |
Size | $85.730 million | $586.721 billion |
10Y return | N/A | 251.35 % |
Annual distribution yield (5Y) | 4.32 % | 1.17 % |
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 | 88 | 3,406 |
Median incremental investment | $1,049.39 | $1,300.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,501.50 | $5,272.08 |
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 |