Compare AU
Compare RSM 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 Russell Investments Australian Semi-Government Bond ETF (RSM) 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
RSM | INCM | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 13 |
Median incremental investment | $0 | $1,293.46 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,763.40 |
Average age group | N/A | > 35 |
Key Summary
RSM | INCM | |
|---|---|---|
Strategy | RSM.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term. | 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 | Tasmanian Public Finance Corporation 2% (8.45 %) Tasmanian Public Finance Corporation 3.25% (8.44 %) Queensland Treasury Corporation 2.5% (8.43 %) | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) |
Top 3 industries | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.26 % | 0.45 % |
Key Summary
RSM | INCM | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | DBIQ 0-5 year Australian Semi-Government Bond Index - AUD | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.45 % |
Price | $20.27 | $18.68 |
Size | $61.787 million | $36.712 million |
10Y return | -2.83 % | N/A |
Annual distribution yield (5Y) | 1.45 % | 4.13 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RSM | INCM | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 13 |
Median incremental investment | $0 | $1,293.46 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,763.40 |
Average age group | N/A | > 35 |
Pros and Cons
RSM | INCM | |
|---|---|---|
Pros |
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Cons |
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RSM | INCM |
|---|---|
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 |