At a glance
Side-by-side comparison
| Metric |
WDIV
State Street SPDR S&P Global Dividend ETF
|
INCM
BetaShares S&P Global High Dividend Aristocrats ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
State Street
|
BetaShares
|
| Tracks index |
S&P Global Dividend Aristocrats Index
|
S&P Global Dividend Aristocrats Index
|
| Categories |
Intl, Dividend
|
Intl, Thematic, Dividend
|
| Listed since |
2013 (13 yrs)
|
—
|
| Fund size (AUM) |
$396m
|
$102m
|
| Cost & income | ||
| Management fee |
0.35%
|
0.39%
|
| Dividend yield |
10.37%
|
5.05%
|
| Franking |
0%
|
0%
|
| Turnover |
35%
|
—
|
| Tax drag | 4.16% | 1.62% |
| Returns |
Tax bracket
|
|
| 1-year return |
12.9%
net
|
13.9%
net
|
| 3-year return |
15.2%
net
|
15.1%
net
|
| 5-year return |
10%
net
|
12.1%
net
|
| 10-year return |
8%
net
|
—
|
| Risk | ||
| Volatility (3y) |
7.7%
|
9%
|
| Volatility (5y) |
8%
|
10.9%
|
| Volatility (10y) |
10.7%
|
—
|
| Sharpe ratio (3y) |
1.36
|
1.17
|
| Sharpe ratio (5y) |
0.84
|
0.82
|
| 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
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- High 10.37% income yield — good for investors who want regular cash flow.
- Cheaper alternatives exist: VGS, SYI, and IHD.
- 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.
Frequently Asked Questions
WDIV and INCM 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 (12.1% a year). The table above breaks down fees, returns, income and risk for each.
WDIV has the lower management fee at 0.35% a year, versus INCM 0.39%.
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.
WDIV pays the higher at 10.37%. Remember distributions are taxed each year at your marginal rate.
WDIV is the larger fund by assets ($396m). 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.