INCM vs WDIV - Compare ETFs side by side

At a glance

Comparing INCM and WDIV. WDIV has the lower management fee at 0.35% a year, INCM has the higher 5 years return at 12.2% a year, and WDIV offers the higher at 10.43%.

Lower fee

WDIV 0.35% p.a.

Higher 5 years return

INCM 12.2% p.a.

Higher yield

WDIV 10.43%

Higher risk-adjusted

INCM Sharpe 0.82 (5y)

Lower volatility

WDIV 8% (5y)

Larger fund

WDIV $414m

Side-by-side comparison

Metric	INCM BetaShares S&P Global High Dividend Aristocrats ETF	WDIV State Street SPDR S&P Global Dividend ETF
Snapshot
Provider	BetaShares	State Street
Tracks index	S&P Global Dividend Aristocrats Index	S&P Global Dividend Aristocrats Index
Categories	Intl, Thematic, Dividend	Intl, Dividend
Listed since	—	2013 (13 yrs)
Fund size (AUM)	$106m	$414m
Cost & income
Management fee	0.39%	0.35%
Dividend yield	5.06%	10.43%
Franking	0%	0%
Turnover	—	35%
Tax drag	1.62%	4.18%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	9.9% net	11.3% net
3-year return	16.1% net	16.1% net
5-year return	12.2% net	9.8% net
10-year return	—	8% net
Risk
Volatility (3y)	8.7%	7.2%
Volatility (5y)	10.8%	8%
Volatility (10y)	—	10.7%
Sharpe ratio (3y)	1.3	1.56
Sharpe ratio (5y)	0.82	0.8
Sharpe ratio (10y)	—	0.57
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 →

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.

Full WDIV analysis →

Frequently Asked Questions

What's the difference between INCM vs WDIV?

INCM and WDIV are 2 Australian-listed ETFs we compare side by side. WDIV carries the lower management fee (0.35%). 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 WDIV?

WDIV has the lower management fee at 0.35% a year, versus INCM 0.39%.

Which has performed higher - INCM vs WDIV?

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?

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

Which is the larger and most liquid?

WDIV is the larger fund by assets ($414m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

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

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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.