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Compare U100 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 Global X Us 100 ETF. (U100) 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
U100 | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 95 |
Median incremental investment | $1,200.08 | $1,007.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,597.59 | $1,458.38 |
Average age group | > 35 | > 35 |
Key Summary
U100 | INCM | |
|---|---|---|
Strategy | U100.AX was created on 2023-08-21 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Global X US 100 Index. | 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 (10.11 %) Apple Inc (8.93 %) Microsoft Corp (6.70 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Information Technology (70.72 %) Communication Services (13.08 %) Consumer Discretionary (11.14 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (93.27 %) Taiwan (2.18 %) Netherlands (1.32 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.24 % | 0.45 % |
Key Summary
U100 | INCM | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | Global X US 100 Index - Benchmark TR Gross | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.45 % |
Price | $15.80 | $19.00 |
Size | $83.738 million | $94.022 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.11 % | 4.42 % |
Market | ASX | ASX |
First listed date | 22/08/2023 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
U100 | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 95 |
Median incremental investment | $1,200.08 | $1,007.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,597.59 | $1,458.38 |
Average age group | > 35 | > 35 |
Pros and Cons
U100 | INCM | |
|---|---|---|
Pros |
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Cons |
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U100 | INCM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |