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Is The BetaShares INCM ETF Worth It?

The BetaShares Global Income Leaders ETF (ASX: INCM) could be an ASX ETF consider if you’re seeking dividend income from global sharemarkets.

What The INCM ETF Does

The BetaShares Global Income Leaders ETF or “INCM ETF” invests in a portfolio of 100 companies spread across developed countries with the aim of providing quarterly dividend income.

The INCM ETF aims to track the performance of the Nasdaq Global Income Leaders NTR Index, which has returned 11.59% per year over the last five years. The ETF itself was started in October 2018 and has returned 8.63% since inception after fees.

Financials/banks make up 43% of the portfolio, while utilities and consumer staples are allocated 11% and 10.5% respectively. Most of the holdings are based in the US (60.1%) with Canada and Japan coming in second and third.

Some familiar companies in the ETF include Ford Motor Company (NYSE: F), AT&T Inc (NYSE: T) and Qualcomm Inc (NASDAQ: QCOM).

Fees & Risks

Management fees for INCM are 0.45% per year which is high compared to international shares ETFs from the likes of Vanguard.

The ETF also has close to half of its holdings in financials, which is not ideal from a diversification point of view. It’s also interesting that 60% of the holdings are in the US when markets like Australia and the UK have higher average dividend yields.

What Now?

INCM’s performance since inception has been encouraging, although it has only been operating for less than a year. While the ETF may provide regular income, it’s hard to say what the annual yield is likely to be until the ETF has been operating for a full year.

It may tick the box for income, but I think there are better options for diversification. I’d rather invest in our number one ETF pick which can be found in the free report below.

Disclosure: At the time of writing, Max does not own shares in any of the companies mentioned.

From 200+ ETFs in Australia, our top investment analyst has just identified his #1 ETF for 2021 and beyond.

Low fees? Check.

Long-term growth potential? Check.

Regular cash returns? Check!

This ETF makes investing in ETFs "Super-Easy".

Simply click here or enter your email address below to access the full ETF report, ticker code, and step-by-step investment guide. Our expert's #1 ETF report is completely free.

No gimmicks, no payment, no credit card info. Just enter your email address below and we'll send you the report right away.

From 200+ ETFs in Australia, our top investment analyst has just identified his #1 ETF for 2021 and beyond.

Low fees? Check.

Long-term growth potential? Check.

Regular cash returns? Check!

This ETF makes investing in ETFs "Super-Easy".

Simply click here to access the full ETF report, ticker code, and step-by-step investment guide. Our expert's #1 ETF report is completely free.

No gimmicks, no payment, no credit card info. Just click the link below and enter your email address. We'll send you the report right away.

CLICK HERE TO GET THE REPORT

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