Compare AU

Compare ZYUS vs. INCM

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

S&P 500 US Dividends & Low Volatility

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 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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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