Compare AU
Compare AAA vs. BGBL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Australian High Interest Cash ETF (AAA) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 477 |
Median incremental investment | $5,043.50 | $2,022.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,931.16 | $9,594.45 |
Average age group | > 35 | 26 - 35 |
Key Summary
AAA | BGBL | |
|---|---|---|
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). | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | MSCI WORLD INDEX JUN25 (0 %) APPLE INC (4.72 %) MICROSOFT CORP (4.38 %) |
Top 3 industries | Communication Services (100.00 %) | Other (30.81 %) Information Technology (22.26 %) Financials (8.90 %) |
Top 3 countries | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) | |
Management fee | 0.18 % | 0.08 % |
Key Summary
AAA | BGBL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.08 % |
Price | $50.16 | $71.07 |
Size | $4.304 billion | N/A |
10Y return | 0.06 % | N/A |
Annual distribution yield (5Y) | 2.40 % | 0.35 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 477 |
Median incremental investment | $5,043.50 | $2,022.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,931.16 | $9,594.45 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AAA | BGBL | |
|---|---|---|
Pros |
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Cons |
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AAA | BGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |