Compare AU
Compare ZYUS 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 S&P 500 US Dividends & Low Volatility (ZYUS) 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
ZYUS | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 13 |
Median incremental investment | $625.00 | $1,240.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,762.75 | $4,776.15 |
Average age group | 26 - 35 | > 35 |
Key Summary
ZYUS | INCM | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | 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 | Altria Group Inc (3.12 %) Kinder Morgan Inc Class P (3.01 %) Bristol-Myers Squibb Co (2.86 %) | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) |
Top 3 industries | Real Estate (27.46 %) Energy (20.66 %) Communication Services (20.55 %) | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 0.35 % | 0.45 % |
Key Summary
ZYUS | INCM | |
|---|---|---|
Issuer | ETFS | BetaShares |
Tracking index | S&P 500 Low Volatility High Dividend Index | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.45 % |
Price | $16.02 | $18.73 |
Size | $76.381 million | $35.332 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.81 % | 4.13 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 13 |
Median incremental investment | $625.00 | $1,240.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,762.75 | $4,776.15 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ZYUS | INCM | |
|---|---|---|
Pros |
| |
Cons |
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ZYUS | INCM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |