Compare AU
Compare AEBD vs. IVE
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 Ethical Australian Composite Bond ETF (AEBD) and the iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AEBD | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 36 |
Median incremental investment | $5,000.00 | $1,688.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,039.10 | $6,176.45 |
Average age group | > 35 | > 35 |
Key Summary
AEBD | IVE | |
|---|---|---|
Strategy | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | MANITOBA (PROVINCE OF) 4.85% AUG-34 (3.64 %) EUROPEAN INVESTMENT BANK 1.9% FEB-36 (3.44 %) INTER-AMERICAN DEVEL BK 1.0% AUG-28 (3.35 %) | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | |
Top 3 countries | United States (99.97 %) | |
Management fee | 0 % | 0.32 % |
Key Summary
AEBD | IVE | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0 % | 0.32 % |
Price | $50.70 | $125.91 |
Size | N/A | $509.809 million |
10Y return | N/A | 57.21 % |
Annual distribution yield (5Y) | 0.12 % | 2.60 % |
Market | ASX | ASX |
First listed date | 05/11/2024 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AEBD | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 36 |
Median incremental investment | $5,000.00 | $1,688.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,039.10 | $6,176.45 |
Average age group | > 35 | > 35 |
Pros and Cons
AEBD | IVE | |
|---|---|---|
Pros |
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Cons |
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AEBD | IVE |
|---|---|
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 |