INCM vs ZYUS - Compare ETFs side by side

At a glance

Comparing INCM and ZYUS. ZYUS has the lower management fee at 0.35% a year, INCM has the higher 5 years return at 12.1% a year, and INCM offers the higher at 5.05%.

Lower fee

ZYUS 0.35% p.a.

Higher 5 years return

INCM 12.1% p.a.

Higher yield

INCM 5.05%

Higher risk-adjusted

INCM Sharpe 0.82 (5y)

Lower volatility

INCM 10.9% (5y)

Larger fund

INCM $102m

Side-by-side comparison

Metric	INCM BetaShares S&P Global High Dividend Aristocrats ETF	ZYUS Global X S&P 500 High Yield Low Volatility 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	$73m
Cost & income
Management fee	0.39%	0.35%
Dividend yield	5.05%	3.98%
Franking	0%	0%
Turnover	—	—
Tax drag	1.62%	1.27%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	13.9% net	4.8% net
3-year return	15.1% net	9.3% net
5-year return	12.1% net	8.2% net
10-year return	—	7.2% net
Risk
Volatility (3y)	9%	11.2%
Volatility (5y)	10.9%	11.8%
Volatility (10y)	—	12.7%
Sharpe ratio (3y)	1.17	0.49
Sharpe ratio (5y)	0.82	0.45
Sharpe ratio (10y)	—	0.44
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-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.

Full INCM analysis →

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.
Pays a useful 3.98% income yield.

Cheaper alternatives exist: VIHY.

Full ZYUS analysis →

Frequently Asked Questions

What's the difference between INCM vs ZYUS?

INCM and ZYUS are 2 Australian-listed ETFs we compare side by side. ZYUS carries the lower management fee (0.35%). Over 5 years, INCM has delivered the higher total return (12.1% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - INCM vs ZYUS?

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

Which has performed higher - INCM vs ZYUS?

Over the past 5 years, INCM has delivered the higher total return at 12.1% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

INCM pays the higher at 5.05%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

INCM is the larger fund by assets ($102m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

INCM vs VHY INCM vs WDIV INCM vs SYI INCM vs CFLO INCM vs VIHY ZYUS vs WDIV ZYUS vs CFLO ZYUS vs VIHY

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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.