Compare AU
Compare IOZ vs. INCM
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 iShares Core S&P/ASX 200 ETF (IOZ) and the BetaShares Global Income Leaders ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 712 | 13 |
Median incremental investment | $1,005.91 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,508.42 | $4,850.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | INCM | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.37 %) BHP GROUP LTD (8.18 %) CSL LTD (5.36 %) | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.39 %) VERIZON COMMUNICATIONS INC (2.25 %) |
Top 3 industries | Financials (33.17 %) Materials (18.17 %) Health Care (8.64 %) | Other (29.23 %) Utilities (22.86 %) Financials (11.85 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 0.05 % | 0.45 % |
Key Summary
IOZ | INCM | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P ASX 200 | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.45 % |
Price | $33.84 | $18.84 |
Size | $6.698 billion | $38.698 million |
10Y return | 35.31 % | N/A |
Annual distribution yield (5Y) | 5.33 % | 4.16 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 712 | 13 |
Median incremental investment | $1,005.91 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,508.42 | $4,850.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | INCM | |
|---|---|---|
Pros |
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Cons |
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IOZ | INCM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |