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Compare AASF vs. DJRE
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 Airlie Australian Share Fund - Active ETF (AASF) and the State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AASF | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 126 |
Median incremental investment | $1,002.31 | $1,040.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,385.46 | $4,297.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
AASF | DJRE | |
|---|---|---|
Strategy | AASF.AX was created on 2018-06-01 by Airlie. The fund's investment portfolio concentrates primarily on total market equity. The Funds primary objective is to provide long-term capital growth and regular income through investment in Australian equities. | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 518.46m in AUM and 221 holdings. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | BHP Group Ltd (12.66 %) Commonwealth Bank of Australia (7.46 %) National Australia Bank Ltd (5.37 %) | Prologis Inc (8.84 %) Welltower Inc (7.09 %) Public Storage (6.37 %) |
Top 3 industries | Materials (24.59 %) Financials (21.58 %) Health Care (20.30 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | Australia (89.57 %) United States (9.78 %) New Zealand (0.65 %) | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) |
Management fee | 0.78 % | 0.2 % |
Key Summary
AASF | DJRE | |
|---|---|---|
Issuer | Airlie | State Street |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Gross | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.78 % | 0.2 % |
Price | $3.87 | $21.76 |
Size | $902.303 million | $519.060 million |
10Y return | N/A | -1.89 % |
Annual distribution yield (5Y) | 3.63 % | 3.62 % |
Market | ASX | ASX |
First listed date | 03/06/2020 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AASF | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 126 |
Median incremental investment | $1,002.31 | $1,040.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,385.46 | $4,297.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AASF | DJRE | |
|---|---|---|
Pros |
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Cons |
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AASF | DJRE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |