Compare AU

Compare AASF vs. ROBO

Compare shares and ETFs on the ASX that you can trade on Pearler.

Airlie Australian Share Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AASF and ROBO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AASF

ROBO

Popularity

Low

Low

Pearlers invested

13

541

Median incremental investment

$1,993.50

$639.22

Median investment frequency

Monthly

Monthly

Median total investment

$1,499.74

$1,075.34

Average age group

26 - 35

26 - 35


Key Summary

AASF

ROBO

Strategy

N/A

ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index)

Top 3 holdings

Airlie Australian Share Fund (Managed Fund) (100 %)

Symbotic Inc Ordinary Shares - Class A (2.38 %)

Celestica Inc Ordinary Shares (Subordinate Voting) (2.31 %)

Intuitive Surgical Inc (1.88 %)

Top 3 industries

Industrials (51.00 %)

Information Technology (39.58 %)

Consumer Staples (15.08 %)

Top 3 countries

United States (42.78 %)

Japan (18.81 %)

Taiwan (8.37 %)

Management fee

0 %

0.82 %


Key Summary

AASF

ROBO

Issuer

Global X

Tracking index

ROBO Global Robotics and Automation TR Index

Asset class

Stock

ETF

Management fee

0 %

0.82 %

Price

$4.01

$76.81

Size

N/A

$226.574 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.30 %

3.87 %

Market

ASX

ASX

First listed date

03/06/2020

14/09/2017

Purchase fee

$6.50

$6.50


Community Stats

AASF

ROBO

Popularity

Low

Low

Pearlers invested

13

541

Median incremental investment

$1,993.50

$639.22

Median investment frequency

Monthly

Monthly

Median total investment

$1,499.74

$1,075.34

Average age group

26 - 35

26 - 35


Pros and Cons

AASF

ROBO

Pros

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

  • Higher price growth

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

AASF

ROBO

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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