Compare AU
Compare DJRE vs. EX20
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 SPDR Dow Jones Global Real Estate Esg Fund (DJRE) and the BetaShares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DJRE | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 23 |
Median incremental investment | $1,038.02 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,951.26 | $2,384.92 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | EX20 | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | Prologis Inc (7.73 %) Equinix Inc (6.01 %) Welltower Inc (5.12 %) | BRAMBLES LTD (2.89 %) SUNCORP GROUP LTD (2.75 %) RESMED INC (2.62 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Materials (15.19 %) Financials (15.13 %) Industrials (13.38 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) |
Management fee | 0.2 % | 0.25 % |
Key Summary
DJRE | EX20 | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | DJ Global Select Real Estate Securities Index (RESI) | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.25 % |
Price | $21.77 | $21.88 |
Size | $438.122 million | $372.492 million |
10Y return | 6.51 % | N/A |
Annual distribution yield (5Y) | 3.58 % | 3.49 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 23 |
Median incremental investment | $1,038.02 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,951.26 | $2,384.92 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | EX20 | |
|---|---|---|
Pros |
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Cons |
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DJRE | EX20 |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |