Compare AU
Compare INCM vs. WRLD
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 BetaShares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 3 |
Median incremental investment | $1,240.50 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,951.73 | $2,775.18 |
Average age group | > 35 | 26 - 35 |
Key Summary
INCM | WRLD | |
|---|---|---|
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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.72 %) VERIZON COMMUNICATIONS INC (2.44 %) | APPLE INC (5.15 %) MICROSOFT CORP (4.33 %) NVIDIA CORP (3.87 %) |
Top 3 industries | Other (31.88 %) Utilities (22.80 %) Financials (10.38 %) | Other (29.86 %) Information Technology (22.36 %) Financials (9.03 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.45 % | 0.54 % |
Key Summary
INCM | WRLD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.54 % |
Price | $19.23 | $20.11 |
Size | $42.286 million | $51.119 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.16 % | 1.57 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 3 |
Median incremental investment | $1,240.50 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,951.73 | $2,775.18 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INCM | WRLD | |
|---|---|---|
Pros |
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Cons |
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INCM | WRLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |