Compare AU

Compare AGX1 vs. EIGA

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

Antipodes Global Shares (Quoted 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 AGX1 and EIGA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AGX1

EIGA

Popularity

Low

Low

Pearlers invested

3

62

Median incremental investment

$90.50

$599.77

Median investment frequency

Daily

Monthly

Median total investment

$3,568.70

$1,505.40

Average age group

26 - 35

> 35


Key Summary

AGX1

EIGA

Strategy

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).

Top 3 holdings

Antipodes Global Shares (Quoted Managed Fund) (100 %)

BHP Group Ltd (13.12 %)

Commonwealth Bank of Australia (6.19 %)

CSL Ltd (6.01 %)

Top 3 industries

Materials (36.73 %)

Financials (26.98 %)

Health Care (10.75 %)

Top 3 countries

Australia (97.92 %)

United States (2.08 %)

Management fee

1.1 %

0.8 %


Key Summary

AGX1

EIGA

Issuer

Antipodes

Perennial

Tracking index

S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.1 %

0.8 %

Price

$6.38

$3.89

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

8.81 %

6.53 %

Market

ASX

ASX

First listed date

07/11/2018

07/05/2018

Purchase fee

$6.50

$6.50


Community Stats

AGX1

EIGA

Popularity

Low

Low

Pearlers invested

3

62

Median incremental investment

$90.50

$599.77

Median investment frequency

Daily

Monthly

Median total investment

$3,568.70

$1,505.40

Average age group

26 - 35

> 35


Pros and Cons

AGX1

EIGA

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

AGX1

EIGA

Lower exposure to AU market

Higher 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

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