Grow it · ETFs

WDIV vs INCM

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing WDIV and INCM. WDIV has the lower management fee at 0.35% a year, INCM has the higher 5 years return at 12.1% a year, and WDIV offers the higher at 10.37%.
Lower fee
WDIV 0.35% p.a.
Higher 5 years return
INCM 12.1% p.a.
Higher yield
WDIV 10.37%
Higher risk-adjusted
WDIV Sharpe 0.84 (5y)
Lower volatility
WDIV 8% (5y)
Larger fund
WDIV $396m

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

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 10.37% income yield — good for investors who want regular cash flow.
  • Cheaper alternatives exist: VGS, SYI, and IHD.
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.

Frequently Asked Questions

What's the difference between WDIV vs INCM?

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.

Which has the lower fees - WDIV vs INCM?

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

Which has performed higher - WDIV vs INCM?

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?

WDIV pays the higher at 10.37%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

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.

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