Compare AU

Compare E200 vs. HEUR

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

SPDR S&P/ASX 200 Esg Fund

ASX

Buy

Buy

Overview
Performance

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 S&P/ASX 200 Esg Fund (E200) and the BetaShares Europe ETF-Currency Hedged (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

E200

HEUR

Popularity

Low

Low

Pearlers invested

20

13

Median incremental investment

$1,000.00

$1,226.66

Median investment frequency

Monthly

Monthly

Median total investment

$1,132.20

$4,251.43

Average age group

> 35

26 - 35


Key Summary

E200

HEUR

Strategy

E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 52.55m in AUM and 106 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index.

HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars.

Top 3 holdings

Commonwealth Bank of Australia (14.24 %)

CSL Ltd (7.45 %)

National Australia Bank Ltd (6.65 %)

ASML HOLDING NV (9.15 %)

SAP SE (4.47 %)

LVMH MOET HENNESSY LOUIS VUITT (4.21 %)

Top 3 industries

Financials (57.24 %)

Health Care (13.97 %)

Consumer Discretionary (8.25 %)

Other (99.49 %)

Consumer Discretionary (6.36 %)

Financials (4.65 %)

Top 3 countries

Australia (94.38 %)

United States (3.29 %)

New Zealand (1.72 %)

France (31.14 %)

Germany (29.68 %)

Netherlands (15.99 %)

Management fee

0.05 %

0.56 %


Key Summary

E200

HEUR

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 200 ESG Index - AUD

S&P Eurozone Exporters AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.05 %

0.56 %

Price

$26.64

$14.51

Size

$54.581 million

$53.415 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

6.06 %

5.82 %

Market

ASX

ASX

First listed date

04/08/2020

12/05/2016

Purchase fee

$6.50

$6.50


Community Stats

E200

HEUR

Popularity

Low

Low

Pearlers invested

20

13

Median incremental investment

$1,000.00

$1,226.66

Median investment frequency

Monthly

Monthly

Median total investment

$1,132.20

$4,251.43

Average age group

> 35

26 - 35


Pros and Cons

E200

HEUR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

E200

HEUR

Higher exposure to AU market

Lower 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

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