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Compare AGX1 vs. SMLL
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 Antipodes Global Value Active ETF (AGX1) and the Betashares Australian Small Companies Select ETF (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGX1 | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 23 |
Median incremental investment | $543.00 | $1,994.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,043.24 | $1,895.00 |
Average age group | > 35 | > 35 |
Key Summary
AGX1 | SMLL | |
|---|---|---|
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). | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 324.84m in AUM and 67 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
Top 3 holdings | Barrick Mining Corp (3.84 %) Merck & Co Inc (3.45 %) Amazon.com Inc (3.43 %) | PERSEUS MINING LTD (6.08 %) GENESIS MINERALS LTD (4.79 %) VAULT MINERALS LTD (4.62 %) |
Top 3 industries | Communication Services (21.68 %) Health Care (19.87 %) Information Technology (18.90 %) | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) |
Top 3 countries | United States (43.98 %) France (9.03 %) China (8.78 %) | Australia (96.92 %) China (3.08 %) |
Management fee | 1.1 % | 0.39 % |
Key Summary
AGX1 | SMLL | |
|---|---|---|
Issuer | Antipodes | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.39 % |
Price | $7.17 | $5.00 |
Size | N/A | $336.368 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 10.33 % | 4.29 % |
Market | ASX | ASX |
First listed date | 07/11/2018 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGX1 | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 23 |
Median incremental investment | $543.00 | $1,994.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,043.24 | $1,895.00 |
Average age group | > 35 | > 35 |
Pros and Cons
AGX1 | SMLL | |
|---|---|---|
Pros |
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Cons |
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AGX1 | SMLL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |