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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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) 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
ZYUS | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 86 |
Median incremental investment | $684.60 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,086.80 | $1,524.70 |
Average age group | > 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. 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 | Verizon Communications Inc (3.39 %) Conagra Brands Inc (3.28 %) Altria Group Inc (3.12 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.35 % | 0.45 % |
Key Summary
ZYUS | INCM | |
|---|---|---|
Issuer | ETFS | BetaShares |
Tracking index | S&P 500 Low Volatility High Dividend Index | 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 | $14.80 | $19.30 |
Size | $77.219 million | $86.484 million |
10Y return | 30.74 % | N/A |
Annual distribution yield (5Y) | 4.55 % | 4.32 % |
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 | 83 | 86 |
Median incremental investment | $684.60 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,086.80 | $1,524.70 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | INCM | |
|---|---|---|
Pros |
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Cons |
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ZYUS | INCM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |