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Compare VHY 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 Australian Shares High Yield ETF (VHY) 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
VHY | INCM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,697 | 121 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,581.20 | $1,564.64 |
Average age group | > 35 | > 35 |
Key Summary
VHY | INCM | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 8056.71m in AUM and 94 holdings. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index 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. 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. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | KRW - KOREAN WON (0 %) MSCI WORLD INDEX SEP26 (0 %) MICROSOFT CORP (7.45 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | Australia (100.00 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.25 % | 0.45 % |
Key Summary
VHY | INCM | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.45 % |
Price | $86.04 | $20.32 |
Size | $8.115 billion | $103.311 million |
10Y return | 49.53 % | N/A |
Annual distribution yield (5Y) | 5.98 % | 4.57 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | INCM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,697 | 121 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,581.20 | $1,564.64 |
Average age group | > 35 | > 35 |
Pros and Cons
VHY | INCM | |
|---|---|---|
Pros |
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Cons |
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VHY | 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 |
Higher distribution yield | Lower distribution yield |