At a glance
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
- 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.
- 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
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.
ZYUS 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.
INCM pays the higher at 5.05%. Remember distributions are taxed each year at your marginal rate.
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.