INCM vs VHY - Compare ETFs side by side

At a glance

Comparing INCM and VHY. VHY has the lower management fee at 0.25% a year, INCM has the higher 5 years return at 12.2% a year, and INCM offers the higher at 5.06%.

Lower fee

VHY 0.25% p.a.

Higher 5 years return

INCM 12.2% p.a.

Higher yield

INCM 5.06%

Higher risk-adjusted

INCM Sharpe 0.82 (5y)

Lower volatility

INCM 10.8% (5y)

Larger fund

VHY $8.2bn

Side-by-side comparison

Metric	INCM BetaShares S&P Global High Dividend Aristocrats ETF	VHY Vanguard Australian Shares High Yield ETF
Snapshot
Provider	BetaShares	Vanguard
Tracks index	S&P Global Dividend Aristocrats Index	FTSE Australia High Dividend Yield Index
Categories	Intl, Thematic, Dividend	AU, Dividend
Listed since	—	2011 (15 yrs)
Fund size (AUM)	$106m	$8.2bn
Cost & income
Management fee	0.39%	0.25%
Dividend yield	5.06%	3.51%
Franking	0%	85%
Turnover	—	20%
Tax drag	1.62%	0.73%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	9.9% net	12.3% net
3-year return	16.1% net	14.8% net
5-year return	12.2% net	11.9% net
10-year return	—	10.2% net
Risk
Volatility (3y)	8.7%	9.4%
Volatility (5y)	10.8%	11.7%
Volatility (10y)	—	13.4%
Sharpe ratio (3y)	1.3	1.09
Sharpe ratio (5y)	0.82	0.74
Sharpe ratio (10y)	—	0.63
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 →

VHY Vanguard Australian Shares High Yield ETF

Top-20% returns over 5 years (37th of 189 ETFs we track).
Low-cost: a 0.25% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: IOZ, VAS, and SYI.

Full VHY analysis →

Frequently Asked Questions

What's the difference between INCM vs VHY?

INCM and VHY are 2 Australian-listed ETFs we compare side by side. VHY carries the lower management fee (0.25%). Over 5 years, INCM has delivered the higher total return (12.2% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - INCM vs VHY?

VHY has the lower management fee at 0.25% a year, versus INCM 0.39%.

Which has performed higher - INCM vs VHY?

Over the past 5 years, INCM has delivered the higher total return at 12.2% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

INCM pays the higher at 5.06%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

VHY is the larger fund by assets ($8.2bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

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

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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.