Is the INCM ETF a good investment? Here’s where you start…
The BetaShares INCM ETF provides investors with exposure to a diversified global portfolio of 100 high-yielding companies (ex-Australia), with a focus on companies that are able to generate sustainable income for investors.
According to our most recent data, the INCM ETF had $21.17 million of money invested. Given its funds under management (also known as FUM or ‘market cap’) is less than $100 million, you should consider if this ETF is still too small and if it is sustainable for the ETF issuer. At Best ETFs we say an ETF with more than $100 million invested is typically more sustainable than one with less than $100 million (at least). However, there are exceptions to this general rule, especially if the ETF issuer/provider is reputable and committed to growing the ETF’s FUM through effective marketing strategies and distribution to financial advisers.
Get our team’s INCM ETF review, available free when you click this link: access the free investment report.
A quick take of the QHAL ETF
The VanEck QHAL ETF gives investors exposure to large companies from developed countries around the world, excluding Australia, hedged into Australian dollars.
With our numbers for July 2022, QHAL’s FUM stood at $445.33 million. Since the QHAL’s FUM is over $100 million, our investing team would say the ETF has met our minimum criteria for the total amount invested, otherwise known as FUM. A very sustainable ETF in the Index sector should be able to scale well and become profitable for the ETF issuer.
A look at the QHAL ETF fee load?
VanEck, the ETF issuer, charges a yearly management fee of 0.43% for the QHAL ETF. Meaning, if you invest $2,000 for a full year from now you can expect to pay a management fee of around $8.60.
This management fee is below the average for all ETFs on our Best ETFs Australia list of ETFs. However, you might still be able to find a cheaper ETF for less.
Did you know: you can get our full ETF review of QHAL by clicking here?
So how can you actually invest the QHAL ETF? By getting a free brokerage account with Pearler. If you join Pearler in the month of Jun 2024, with your free Pearler account you can buy the QHAL ETF and pay $0 in brokerage fees. All you have to do is buy and hold the ETF for 12 months.
You can invest as little as $500 in the QHAL ETF to take-up this offer. Sounds pretty good, right? To invest in QHAL for $0 brokerage, simply click here to visit Pearler’s website and sign up.
