Compare AU
Compare SUBD 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 Australian Subordinated Debt ETF (SUBD) 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
SUBD | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 13 |
Median incremental investment | $5,000.00 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,187.05 | $4,850.10 |
Average age group | > 35 | > 35 |
Key Summary
SUBD | INCM | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2135.66m in AUM and 31 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. | 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 | Commonwealth Bank of Australia (7.86 %) National Australia Bank Ltd. (6.58 %) ANZ Group Holdings Ltd. (5.83 %) | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.39 %) VERIZON COMMUNICATIONS INC (2.25 %) |
Top 3 industries | Other (29.23 %) Utilities (22.86 %) Financials (11.85 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.29 % | 0.45 % |
Key Summary
SUBD | INCM | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.45 % |
Price | $25.17 | $18.84 |
Size | $2.167 billion | $38.698 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.61 % | 4.16 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 13 |
Median incremental investment | $5,000.00 | $1,293.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,187.05 | $4,850.10 |
Average age group | > 35 | > 35 |
Pros and Cons
SUBD | INCM | |
|---|---|---|
Pros |
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Cons |
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SUBD | 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 |