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Compare AU
Compare RIIF 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 Resolution Gbl Listed Infra Fund - Active ETF (RIIF) 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
RIIF | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 116 |
Median incremental investment | $675.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,186.16 | $1,397.20 |
Average age group | > 35 | > 35 |
Key Summary
RIIF | INCM | |
|---|---|---|
Strategy | RIIF.AX was created on 2024-08-12 by Resolution Capital. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3-year basis | 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 | H2O America (8.22 %) SSE PLC (6.80 %) Entergy Corp (6.10 %) | MSCI WORLD INDEX SEP26 (0 %) KRW - KOREAN WON (0 %) APPLE INC (6.51 %) |
Top 3 industries | Utilities (77.98 %) Energy (12.00 %) Other (10.02 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (14.39 %) Italy (6.84 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0 % | 0.45 % |
Key Summary
RIIF | INCM | |
|---|---|---|
Issuer | Resolution Capital | BetaShares |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0 % | 0.45 % |
Price | $1.285 | $19.96 |
Size | N/A | $97.461 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.30 % | 4.57 % |
Market | ASX | ASX |
First listed date | 24/03/2025 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RIIF | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 116 |
Median incremental investment | $675.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,186.16 | $1,397.20 |
Average age group | > 35 | > 35 |
Pros and Cons
RIIF | INCM | |
|---|---|---|
Pros |
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Cons |
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RIIF | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |