Compare AU
Compare INCM vs. WDIV
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 SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | WDIV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 36 |
Median incremental investment | $1,293.46 | $660.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,814.40 | $2,642.71 |
Average age group | > 35 | > 35 |
Key Summary
INCM | WDIV | |
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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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 280.61m in AUM and 97 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | AT&T INC (2.58 %) VERIZON COMMUNICATIONS INC (2.29 %) BRISTOL-MYERS SQUIBB CO (2.17 %) | Altria Group Inc (2.59 %) Highwoods Properties Inc (2.32 %) Solvay SA (2.13 %) |
Top 3 industries | Other (29.23 %) Utilities (22.86 %) Financials (11.85 %) | Consumer Staples (32.18 %) Industrials (30.46 %) Real Estate (29.90 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.45 % | 0.35 % |
Key Summary
INCM | WDIV | |
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Issuer | BetaShares | SPDR |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.35 % |
Price | $18.88 | $19.87 |
Size | $38.698 million | $278.052 million |
10Y return | N/A | 4.47 % |
Annual distribution yield (5Y) | 4.16 % | 4.86 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | WDIV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 36 |
Median incremental investment | $1,293.46 | $660.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,814.40 | $2,642.71 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | WDIV | |
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Pros |
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Cons |
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INCM | WDIV |
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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 |