At a glance
Side-by-side comparison
| Metric |
INCM
BetaShares S&P Global High Dividend Aristocrats ETF
|
VIHY
Vanguard International Shares High Yield ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
Vanguard
|
| Tracks index |
S&P Global Dividend Aristocrats Index
|
—
|
| Categories |
Intl, Thematic, Dividend
|
Intl, Thematic, Dividend
|
| Listed since |
—
|
—
|
| Fund size (AUM) |
$106m
|
$45m
|
| Cost & income | ||
| Management fee |
0.39%
|
0.3%
|
| Dividend yield |
5.06%
|
—
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
—
|
| Tax drag | 1.62% | — |
| Returns |
Tax bracket
|
|
| 1-year return |
9.9%
net
|
—
|
| 3-year return |
16.1%
net
|
—
|
| 5-year return |
12.2%
net
|
—
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
8.7%
|
—
|
| Volatility (5y) |
10.8%
|
—
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
1.3
|
—
|
| 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-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.
- Low-cost: a 0.3% management fee keeps more of the return in your pocket.
- Highly concentrated single-theme bet — keep the position size small.
Frequently Asked Questions
INCM and VIHY are 2 Australian-listed ETFs we compare side by side. VIHY carries the lower management fee (0.3%). The table above breaks down fees, returns, income and risk for each.
VIHY has the lower management fee at 0.3% a year, versus INCM 0.39%.
INCM pays the higher at 5.06%. Remember distributions are taxed each year at your marginal rate.
INCM is the larger fund by assets ($106m). 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.