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Compare WDIV 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 State Street SPDR S&P Global Dividend ETF (WDIV) 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
WDIV | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 109 |
Median incremental investment | $1,017.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,250.10 | $1,417.50 |
Average age group | > 35 | > 35 |
Key Summary
WDIV | INCM | |
|---|---|---|
Strategy | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 369.46m in AUM and 95 holdings. The State Street SPDR S&P Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD). | 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 | Lenovo Group Ltd (2.17 %) Altria Group Inc (1.70 %) Highwoods Properties Inc (1.69 %) | MSCI WORLD INDEX JUN26 (0 %) KRW - KOREAN WON (0 %) APPLE INC (6.00 %) |
Top 3 industries | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | Canada (20.35 %) United States (18.37 %) Japan (10.66 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.35 % | 0.45 % |
Key Summary
WDIV | INCM | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P Global Dividend Aristocrats Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.45 % |
Price | $22.85 | $20.14 |
Size | $384.152 million | $93.846 million |
10Y return | 31.25 % | N/A |
Annual distribution yield (5Y) | 5.07 % | 4.48 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 109 |
Median incremental investment | $1,017.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,250.10 | $1,417.50 |
Average age group | > 35 | > 35 |
Pros and Cons
WDIV | INCM | |
|---|---|---|
Pros |
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Cons |
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WDIV | 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 |