Back
Compare AU
Compare QUAL 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 VanEck MSCI International Quality ETF (QUAL) and the Betashares S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | INCM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,401 | 52 |
Median incremental investment | $993.50 | $1,346.41 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,649.74 | $2,359.39 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | INCM | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | NVIDIA Corp (6.39 %) Apple Inc (5.96 %) Microsoft Corp (4.96 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 0.4 % | 0.45 % |
Key Summary
QUAL | INCM | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.45 % |
Price | $62.27 | $20.02 |
Size | $7.914 billion | $61.845 million |
10Y return | 216.57 % | N/A |
Annual distribution yield (5Y) | 2.05 % | 4.22 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | INCM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,401 | 52 |
Median incremental investment | $993.50 | $1,346.41 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,649.74 | $2,359.39 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | INCM | |
|---|---|---|
Pros |
|
|
Cons |
|
|
QUAL | 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 |