Compare AU
Compare AQLT vs. E200
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 Australian Quality ETF (AQLT) and the SPDR S&P/ASX 200 Esg Fund (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AQLT | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 21 |
Median incremental investment | $3,500.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,220.42 | $1,130.04 |
Average age group | > 35 | > 35 |
Key Summary
AQLT | E200 | |
|---|---|---|
Strategy | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 55.27m in AUM and 106 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) TELSTRA GROUP LTD (6.82 %) COMMONWEALTH BANK OF AUSTRALIA (6.09 %) | Commonwealth Bank of Australia (14.67 %) CSL Ltd (7.56 %) National Australia Bank Ltd (6.43 %) |
Top 3 industries | Financials (37.43 %) Materials (13.28 %) Consumer Discretionary (10.82 %) | Financials (56.75 %) Health Care (13.72 %) Consumer Discretionary (8.63 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) |
Management fee | 0.35 % | 0.05 % |
Key Summary
AQLT | E200 | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Australia 200 Index - AUD | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.05 % |
Price | $31.26 | $26.28 |
Size | $336.465 million | $53.824 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.12 % | 6.06 % |
Market | ASX | ASX |
First listed date | 05/04/2022 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AQLT | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 21 |
Median incremental investment | $3,500.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,220.42 | $1,130.04 |
Average age group | > 35 | > 35 |
Pros and Cons
AQLT | E200 | |
|---|---|---|
Pros |
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Cons |
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AQLT | E200 |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |