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Compare DJRE vs. EIGA
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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE) and the Perennial Income Generator Active ETF (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DJRE | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 126 | 52 |
Median incremental investment | $1,040.17 | $552.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,250.20 | $1,274.13 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | EIGA | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 517.38m in AUM and 221 holdings. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | Prologis Inc (8.84 %) Welltower Inc (7.09 %) Public Storage (6.37 %) | Commonwealth Bank of Australia (9.71 %) BHP Group Ltd (9.58 %) National Australia Bank Ltd (7.76 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) |
Top 3 countries | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) | Australia (97.50 %) United States (2.50 %) |
Management fee | 0.2 % | 0.8 % |
Key Summary
DJRE | EIGA | |
|---|---|---|
Issuer | State Street | Perennial |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.8 % |
Price | $21.78 | $3.69 |
Size | $515.490 million | N/A |
10Y return | -1.18 % | N/A |
Annual distribution yield (5Y) | 3.62 % | 5.83 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 126 | 52 |
Median incremental investment | $1,040.17 | $552.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,250.20 | $1,274.13 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | EIGA | |
|---|---|---|
Pros |
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Cons |
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DJRE | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |