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Compare ADEF vs. A200
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 Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF) and the Betashares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ADEF | A200 | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 6,058 |
Median incremental investment | $0 | $1,065.15 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,756.00 |
Average age group | N/A | 26 - 35 |
Key Summary
ADEF | A200 | |
|---|---|---|
Strategy | 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. | BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | Microsoft Corp (4.10 %) WR Berkley Corp (3.62 %) W.W. Grainger Inc (3.44 %) | SPI 200 FUTURES SEP25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (10.90 %) BHP GROUP LTD (7.52 %) |
Top 3 industries | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) | Financials (33.65 %) Materials (17.69 %) Health Care (8.32 %) |
Top 3 countries | Australia (95.07 %) United States (3.04 %) New Zealand (1.41 %) | |
Management fee | 0 % | 0.04 % |
Key Summary
ADEF | A200 | |
|---|---|---|
Issuer | Apostle | BetaShares |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | Solactive Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.04 % |
Price | $6.11 | $150.24 |
Size | $17.476 million | $8.333 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.32 % | 3.91 % |
Market | ASX | ASX |
First listed date | 23/02/2021 | 08/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ADEF | A200 | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 6,058 |
Median incremental investment | $0 | $1,065.15 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,756.00 |
Average age group | N/A | 26 - 35 |
Pros and Cons
ADEF | A200 | |
|---|---|---|
Pros |
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Cons |
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ADEF | A200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |