Grow it · ETFs

ZYUS vs INCM

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

At a glance

Comparing ZYUS and INCM. 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 ZYUS
Global X S&P 500 High Yield Low Volatility ETF
INCM
BetaShares S&P Global High Dividend Aristocrats ETF
Snapshot
Provider
Global X
BetaShares
Tracks index
S&P Global Dividend Aristocrats Index
Categories
Intl, Thematic, Dividend, US
Intl, Thematic, Dividend
Listed since
Fund size (AUM)
$73m
$102m
Cost & income
Management fee
0.35%
0.39%
Dividend yield
3.98%
5.05%
Franking
0%
0%
Turnover
Tax drag 1.27% 1.62%
Returns
Tax bracket
1-year return
4.8%
net
13.9%
net
3-year return
9.3%
net
15.1%
net
5-year return
8.2%
net
12.1%
net
10-year return
7.2%
net
Risk
Volatility (3y)
11.2%
9%
Volatility (5y)
11.8%
10.9%
Volatility (10y)
12.7%
Sharpe ratio (3y)
0.49
1.17
Sharpe ratio (5y)
0.45
0.82
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

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.
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 ZYUS vs INCM?

ZYUS and INCM 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 - ZYUS vs INCM?

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

Which has performed higher - ZYUS 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?

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

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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