Compare AU

Compare VEFI vs. INCM

Compare shares and ETFs on the ASX that you can trade on Pearler.

Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF

ASX

Buy

Buy

Overview
Performance

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 Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI) 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

VEFI

INCM

Popularity

Low

Low

Pearlers invested

14

13

Median incremental investment

$2,216.58

$1,293.46

Median investment frequency

Monthly

Monthly

Median total investment

$5,223.81

$4,850.10

Average age group

26 - 35

> 35


Key Summary

VEFI

INCM

Strategy

VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax.

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

French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %)

United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %)

Italy Buoni Poliennali Del Tesoro (0.46 %)

MSCI WORLD INDEX MAR25 (0 %)

AT&T INC (2.39 %)

VERIZON COMMUNICATIONS INC (2.25 %)

Top 3 industries

Financials (0.00 %)

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

0.26 %

0.45 %


Key Summary

VEFI

INCM

Issuer

Vanguard

BetaShares

Tracking index

Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar

Nasdaq Global Income Leaders Index - USD-US Dollar

Asset class

ETF

ETF

Management fee

0.26 %

0.45 %

Price

$42.58

$18.84

Size

$4.268 million

$38.698 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.42 %

4.16 %

Market

ASX

ASX

First listed date

13/09/2018

22/10/2018

Purchase fee

$6.50

$6.50


Community Stats

VEFI

INCM

Popularity

Low

Low

Pearlers invested

14

13

Median incremental investment

$2,216.58

$1,293.46

Median investment frequency

Monthly

Monthly

Median total investment

$5,223.81

$4,850.10

Average age group

26 - 35

> 35


Pros and Cons

VEFI

INCM

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

VEFI

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

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