Compare AU

Compare BANK vs. FUTR

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

Global X Australian Bank Credit ETF

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 BANK and FUTR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BANK

FUTR

Popularity

Low

Low

Pearlers invested

15

2

Median incremental investment

$998.75

$503.39

Median investment frequency

Monthly

Quarterly

Median total investment

$1,004.00

$2,556.42

Average age group

> 35

> 35


Key Summary

BANK

FUTR

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.

FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods

Top 3 holdings

Global X Australian Bank Credit ETF (100 %)

Microsoft Corp (5.66 %)

NVIDIA Corp (4.22 %)

Schneider Electric SE (3.33 %)

Top 3 industries

Industrials (35.37 %)

Information Technology (30.29 %)

Financials (17.04 %)

Top 3 countries

United States (63.63 %)

France (7.69 %)

Canada (6.06 %)

Management fee

0.25 %

0.8 %


Key Summary

BANK

FUTR

Issuer

Global X

Janus Henderson

Tracking index

Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.25 %

0.8 %

Price

$10.04

$37.32

Size

$34.263 million

N/A

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

0.32 %

0.42 %

Market

ASX

ASX

First listed date

23/07/2024

21/09/2021

Purchase fee

$6.50

$6.50


Community Stats

BANK

FUTR

Popularity

Low

Low

Pearlers invested

15

2

Median incremental investment

$998.75

$503.39

Median investment frequency

Monthly

Quarterly

Median total investment

$1,004.00

$2,556.42

Average age group

> 35

> 35


Pros and Cons

BANK

FUTR

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

BANK

FUTR

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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