Compare AU
Compare ATEC 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 BetaShares S&P/ASX Australian Technology ETF (ATEC) and the BetaShares Aust Small Companies Select Fund (Managed Fund) (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 139 | 8 |
Median incremental investment | $886.12 | $2,153.15 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.90 | $4,400.33 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | SMLL | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 258.82m in AUM and 41 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | 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 91.58m in AUM and 63 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 | XERO LTD (10.58 %) WISETECH GLOBAL LTD (9.66 %) CARSALES.COM LTD (9.60 %) | CLEANAWAY WASTE MANAGEMENT LTD (4.75 %) INCITEC PIVOT LTD (4.68 %) PERSEUS MINING LTD (3.57 %) |
Top 3 industries | Information Technology (55.89 %) Communication Services (24.56 %) Industrials (9.55 %) | Materials (26.52 %) Consumer Discretionary (23.94 %) Industrials (14.62 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | Australia (98.15 %) China (1.85 %) |
Management fee | 0.48 % | 0.39 % |
Key Summary
ATEC | SMLL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P/ASX All Technology Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.39 % |
Price | $30.15 | $3.69 |
Size | $298.150 million | $92.486 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.44 % | 5.16 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 139 | 8 |
Median incremental investment | $886.12 | $2,153.15 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.90 | $4,400.33 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | SMLL | |
|---|---|---|
Pros |
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Cons |
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ATEC | 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 |