At a glance
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) |
$102m
|
$14m
|
| Cost & income | ||
| Management fee |
0.39%
|
0.6%
|
| Dividend yield |
5.05%
|
9.63%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
—
|
| Tax drag | 1.62% | 3.08% |
| Returns |
Tax bracket
|
|
| 1-year return |
13.9%
net
|
6.4%
net
|
| 3-year return |
15.1%
net
|
8.4%
net
|
| 5-year return |
12.1%
net
|
—
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
9%
|
9.5%
|
| Volatility (5y) |
10.9%
|
—
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
1.17
|
0.47
|
| 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
- Top-15% returns over 5 years (28th of 188 ETFs we track).
- Low-cost: a 0.39% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: SYI, VHY, and VIHY.
- High 9.63% income yield — good for investors who want regular cash flow.
- Pricier than similar ETFs, which average around 0.48%.
Frequently Asked Questions
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 (15.1% a year). The table above breaks down fees, returns, income and risk for each.
INCM has the lower management fee at 0.39% a year, versus UYLD 0.6%.
Over the past 3 years, INCM has delivered the higher total return at 15.1% a year. Past performance is not a reliable indicator of future returns.
UYLD pays the higher at 9.63%. Remember distributions are taxed each year at your marginal rate.
INCM is the larger fund by assets ($102m). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
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.