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Compare AAA vs. ADEF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AAA and ADEF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 231 | 0 |
Median incremental investment | $3,829.99 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,207.92 | $0 |
Average age group | > 35 | N/A |
Key Summary
AAA | ADEF | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Communication Services (100.00 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | ||
Management fee | 0.18 % | 0 % |
Key Summary
AAA | ADEF | |
|---|---|---|
Issuer | BetaShares | Apostle |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0 % |
Price | $50.18 | $6.44 |
Size | $4.876 billion | $17.097 million |
10Y return | 0.06 % | N/A |
Annual dividend/ distribution yield (5Y) | 2.13 % | 0.32 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 231 | 0 |
Median incremental investment | $3,829.99 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,207.92 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
AAA | ADEF | |
|---|---|---|
Pros |
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Cons |
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AAA | ADEF |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |