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Compare BANK vs. ERTH
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 Global X Australian Bank Credit ETF (BANK) and the Betashares Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BANK | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 328 |
Median incremental investment | $994.50 | $652.80 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,263.19 | $1,366.70 |
Average age group | > 35 | 26 - 35 |
Key Summary
BANK | ERTH | |
|---|---|---|
Strategy | BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | National Australia Bank Ltd Hybrid Security (3.22 %) National Australia Bank Ltd Hybrid Securiy (2.78 %) Westpac Banking Corp Cap Note 3-bbsw+3.10% Perp Non-cum Red T-09-31 (2.41 %) | CLP - CHILEAN PESO (0 %) VERTIV HOLDINGS CO (6.24 %) ASML HOLDING NV (5.33 %) |
Top 3 industries | Other (54.66 %) Information Technology (16.56 %) Industrials (16.35 %) | |
Top 3 countries | United States (48.51 %) China (9.08 %) Switzerland (6.95 %) | |
Management fee | 0.25 % | 0.55 % |
Key Summary
BANK | ERTH | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.55 % |
Price | $9.99 | $10.89 |
Size | $188.359 million | $84.506 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.42 % | 0.57 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BANK | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 328 |
Median incremental investment | $994.50 | $652.80 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,263.19 | $1,366.70 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BANK | ERTH | |
|---|---|---|
Pros |
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Cons |
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BANK | ERTH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |