Compare AU
Compare IVV 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 S&P 500 ETF (IVV) 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
IVV | INCM | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 14,223 | 13 |
Median incremental investment | $996.50 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $4,850.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | INCM | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.39 %) VERIZON COMMUNICATIONS INC (2.25 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (29.23 %) Utilities (22.86 %) Financials (11.85 %) |
Top 3 countries | United States (99.92 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 0.04 % | 0.45 % |
Key Summary
IVV | INCM | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.45 % |
Price | $64.06 | $18.84 |
Size | $11.228 billion | $38.698 million |
10Y return | 264.68 % | N/A |
Annual distribution yield (5Y) | 12.27 % | 4.16 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | INCM | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 14,223 | 13 |
Median incremental investment | $996.50 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $4,850.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | INCM | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IVV | INCM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |