INCM vs UYLD - Compare ETFs side by side

At a glance

Comparing INCM and UYLD. INCM has the lower management fee at 0.39% a year, INCM has the higher 3 years return at 16.1% a year, and UYLD offers the higher at 9.65%.

Lower fee

INCM 0.39% p.a.

Higher 3 years return

INCM 16.1% p.a.

Higher yield

UYLD 9.65%

Higher risk-adjusted

INCM Sharpe 1.3 (3y)

Lower volatility

INCM 8.7% (3y)

Larger fund

INCM $106m

Side-by-side comparison

Metric	INCM BetaShares S&P Global High Dividend Aristocrats ETF	UYLD Global X S&P 500 Covered Call ETF
Snapshot
Provider	BetaShares	Global X
Tracks index	S&P Global Dividend Aristocrats Index	—
Categories	Intl, Thematic, Dividend	Intl, Thematic, Dividend, US
Listed since	—	—
Fund size (AUM)	$106m	$17m
Cost & income
Management fee	0.39%	0.6%
Dividend yield	5.06%	9.65%
Franking	0%	0%
Turnover	—	—
Tax drag	1.62%	3.09%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	9.9% net	10.3% net
3-year return	16.1% net	9.7% net
5-year return	12.2% net	—
10-year return	—	—
Risk
Volatility (3y)	8.7%	9.5%
Volatility (5y)	10.8%	—
Volatility (10y)	—	—
Sharpe ratio (3y)	1.3	0.59
Sharpe ratio (5y)	0.82	—
Sharpe ratio (10y)	—	—
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

INCM BetaShares S&P Global High Dividend Aristocrats ETF

Top-17% returns over 5 years (33rd of 189 ETFs we track).
Low-cost: a 0.39% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: SYI, VHY, and WDIV.

Full INCM analysis →

UYLD Global X S&P 500 Covered Call ETF

High 9.65% income yield — good for investors who want regular cash flow.

Pricier than similar ETFs, which average around 0.48%.

Full UYLD analysis →

Frequently Asked Questions

What's the difference between INCM vs UYLD?

INCM and UYLD are 2 Australian-listed ETFs we compare side by side. INCM carries the lower management fee (0.39%). Over 3 years, INCM has delivered the higher total return (16.1% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - INCM vs UYLD?

INCM has the lower management fee at 0.39% a year, versus UYLD 0.6%.

Which has performed higher - INCM vs UYLD?

Over the past 3 years, INCM has delivered the higher total return at 16.1% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

UYLD pays the higher at 9.65%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

INCM is the larger fund by assets ($106m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

INCM vs VHY INCM vs WDIV INCM vs SYI INCM vs ZYUS INCM vs CFLO UYLD vs WDIV UYLD vs ZYUS

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.