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Compare AAA vs. REIT
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 REIT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 242 | 99 |
Median incremental investment | $4,052.48 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,207.04 | $1,525.04 |
Average age group | > 35 | > 35 |
Key Summary
AAA | REIT | |
|---|---|---|
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). | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | Welltower Inc (8.42 %) Prologis Inc (7.93 %) Equinix Inc (5.92 %) |
Top 3 industries | Communication Services (100.00 %) | Real Estate (100.00 %) Other (5.82 %) |
Top 3 countries | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) | |
Management fee | 0.18 % | 0.43 % |
Key Summary
AAA | REIT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.43 % |
Price | $50.17 | $17.06 |
Size | $5.010 billion | $858.743 million |
10Y return | 0.04 % | N/A |
Annual dividend/ distribution yield (5Y) | 2.35 % | 4.24 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 02/04/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 242 | 99 |
Median incremental investment | $4,052.48 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,207.04 | $1,525.04 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | REIT | |
|---|---|---|
Pros |
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Cons |
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AAA | REIT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |