Compare AU
Compare INCM vs. VVLU
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 Global Value Equity Active ETF (VVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | VVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 52 |
Median incremental investment | $1,240.50 | $2,030.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,090.78 | $10,111.97 |
Average age group | > 35 | > 35 |
Key Summary
INCM | VVLU | |
|---|---|---|
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. | VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.72 %) VERIZON COMMUNICATIONS INC (2.44 %) | Comcast Corp. Class A (0.72 %) Verizon Communications Inc. (0.62 %) General Motors Co. (0.59 %) |
Top 3 industries | Other (31.88 %) Utilities (22.80 %) Financials (10.38 %) | Financials (30.07 %) Energy (14.49 %) Industrials (11.98 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (68.77 %) Japan (6.48 %) United Kingdom of Great Britain and Northern Ireland (4.51 %) |
Management fee | 0.45 % | 0.28 % |
Key Summary
INCM | VVLU | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.28 % |
Price | $19.77 | $72.89 |
Size | $42.286 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.16 % | 4.00 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 17/04/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | VVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 52 |
Median incremental investment | $1,240.50 | $2,030.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,090.78 | $10,111.97 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | VVLU | |
|---|---|---|
Pros |
|
|
Cons |
|
|
INCM | VVLU |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |