Grow it · ETFs

INCM vs VIHY vs WDIV vs ZYUS

Compare fees, returns, income and risk for these 4 ASX-listed ETFs side by side.

At a glance

Comparing INCM, VIHY, WDIV, and ZYUS. VIHY has the lowest management fee at 0.3% a year, WDIV has the highest 10 years return at 8% a year, and WDIV offers the highest at 10.43%.
Lowest fee
VIHY 0.3% p.a.
Highest 10 years return
WDIV 8% p.a.
Highest yield
WDIV 10.43%
Highest risk-adjusted
WDIV Sharpe 0.57 (10y)
Lowest volatility
WDIV 10.7% (10y)
Largest fund
WDIV $414m

Side-by-side comparison

Metric INCM
BetaShares S&P Global High Dividend Aristocrats ETF
VIHY
Vanguard International Shares High Yield ETF
WDIV
State Street SPDR S&P Global Dividend ETF
ZYUS
Global X S&P 500 High Yield Low Volatility ETF
Snapshot
Provider
BetaShares
Vanguard
State Street
Global X
Tracks index
S&P Global Dividend Aristocrats Index
—
S&P Global Dividend Aristocrats Index
—
Categories
Intl, Thematic, Dividend
Intl, Thematic, Dividend
Intl, Dividend
Intl, Thematic, Dividend, US
Listed since
—
—
2013 (13 yrs)
—
Fund size (AUM)
$106m
$45m
$414m
$69m
Cost & income
Management fee
0.39%
0.3%
0.35%
0.35%
Dividend yield
5.06%
—
10.43%
3.39%
Franking
0%
0%
0%
0%
Turnover
—
—
35%
—
Tax drag 1.62% — 4.18% 1.08%
Returns
Tax bracket
1-year return
9.9%
net
—
11.3%
net
-3.4%
net
3-year return
16.1%
net
—
16.1%
net
8.1%
net
5-year return
12.2%
net
—
9.8%
net
6.8%
net
10-year return
—
—
8%
net
6.7%
net
Risk
Volatility (3y)
8.7%
—
7.2%
11.5%
Volatility (5y)
10.8%
—
8%
12%
Volatility (10y)
—
—
10.7%
12.8%
Sharpe ratio (3y)
1.3
—
1.56
0.38
Sharpe ratio (5y)
0.82
—
0.8
0.32
Sharpe ratio (10y)
—
—
0.57
0.4
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.
VIHY Vanguard International Shares High Yield ETF
  • 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.
WDIV State Street SPDR S&P Global Dividend ETF
  • Low-cost: a 0.35% management fee keeps more of the return in your pocket.
  • High 10.43% income yield — good for investors who want regular cash flow.
  • Cheaper alternatives exist: VGS, SYI, and IHD.
ZYUS Global X S&P 500 High Yield Low Volatility ETF
  • Low-cost: a 0.35% management fee keeps more of the return in your pocket.
  • Has lagged most peers over 1 year (264th of 318).

Frequently Asked Questions

What's the difference between INCM vs VIHY vs WDIV vs ZYUS?

INCM, VIHY, WDIV, and ZYUS are 4 Australian-listed ETFs we compare side by side. VIHY carries the lowest management fee (0.3%). Over 10 years, WDIV has delivered the highest total return (8% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lowest fees - INCM vs VIHY vs WDIV vs ZYUS?

VIHY has the lowest management fee at 0.3% a year, versus INCM 0.39%, WDIV 0.35%, and ZYUS 0.35%.

Which has performed highest - INCM vs VIHY vs WDIV vs ZYUS?

Over the past 10 years, WDIV has delivered the highest total return at 8% a year. Past performance is not a reliable indicator of future returns.

Which pays the highest dividend yield?

WDIV pays the highest at 10.43%. Remember distributions are taxed each year at your marginal rate.

Which is the largest and most liquid?

WDIV is the largest fund by assets ($414m). 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.

Please confirm?