Compare AU
Compare BNDS 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 BetaShares Westn Asset Aus Bond Fund (Managed Fund) (BNDS) 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
BNDS | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 370 |
Median incremental investment | $707.68 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $916.50 | $926.17 |
Average age group | > 35 | 26 - 35 |
Key Summary
BNDS | ERTH | |
|---|---|---|
Strategy | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. | 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 | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.26 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.63 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.61 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Other (99.56 %) Communication Services (0.44 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | |
Management fee | 0.42 % | 0.55 % |
Key Summary
BNDS | ERTH | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg AusBond Composite Index - AUD | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.42 % | 0.55 % |
Price | $23.50 | $9.17 |
Size | $786.559 million | $96.548 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.44 % | 0.58 % |
Market | ASX | ASX |
First listed date | 16/11/2018 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BNDS | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 370 |
Median incremental investment | $707.68 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $916.50 | $926.17 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BNDS | ERTH | |
|---|---|---|
Pros |
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Cons |
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BNDS | ERTH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |