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Compare VDBA 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 Vanguard Diversified Balanced Index ETF (VDBA) 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
VDBA | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 81 |
Median incremental investment | $1,200.25 | $1,219.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,648.14 | $1,577.68 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | INCM | |
|---|---|---|
Strategy | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. | 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 | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.27 % | 0.45 % |
Key Summary
VDBA | INCM | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | 20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.45 % |
Price | $60.76 | $19.24 |
Size | $1.129 million | $78.732 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.95 % | 4.32 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 81 |
Median incremental investment | $1,200.25 | $1,219.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,648.14 | $1,577.68 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | INCM | |
|---|---|---|
Pros |
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Cons |
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VDBA | 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 |