Compare AU
Compare IXI 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 Global Consumer Staples ETF (IXI) 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
IXI | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 13 |
Median incremental investment | $996.75 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,344.80 | $4,763.40 |
Average age group | > 35 | > 35 |
Key Summary
IXI | INCM | |
|---|---|---|
Strategy | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. | 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 | ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 0.4 % | 0.45 % |
Key Summary
IXI | INCM | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.45 % |
Price | $97.70 | $18.68 |
Size | $144.764 million | $36.712 million |
10Y return | 73.52 % | N/A |
Annual distribution yield (5Y) | 2.41 % | 4.13 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 13 |
Median incremental investment | $996.75 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,344.80 | $4,763.40 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | INCM | |
|---|---|---|
Pros |
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Cons |
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IXI | 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 |
Lower distribution yield | Higher distribution yield |