Compare AU
Compare E200 vs. US10
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 S&P/ASX 200 Esg Fund (E200) and the BetaShares Us Treasury Bond 7-10Yr Ch ETF (US10). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
E200 | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 3 |
Median incremental investment | $1,003.20 | $1,749.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,668.75 | $4,719.60 |
Average age group | > 35 | > 35 |
Key Summary
E200 | US10 | |
|---|---|---|
Strategy | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. 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. | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (14.37 %) CSL Ltd (7.12 %) National Australia Bank Ltd (6.57 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY NOTE/BOND 4.375% MAY-34 (9.91 %) |
Top 3 industries | Financials (57.15 %) Health Care (13.38 %) Consumer Discretionary (13.29 %) | |
Top 3 countries | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) | |
Management fee | 0.05 % | 0.22 % |
Key Summary
E200 | US10 | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 ESG Index - AUD | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.22 % |
Price | $26.70 | $49.68 |
Size | $54.270 million | $25.522 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.27 % | 0.73 % |
Market | ASX | ASX |
First listed date | 04/08/2020 | 25/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
E200 | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 3 |
Median incremental investment | $1,003.20 | $1,749.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,668.75 | $4,719.60 |
Average age group | > 35 | > 35 |
Pros and Cons
E200 | US10 | |
|---|---|---|
Pros |
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Cons |
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E200 | US10 |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |