Compare AU

Compare EIGA vs. A200

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

Perennial Income Generator Fund (Managed 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 Perennial Income Generator Fund (Managed Fund) (EIGA) and the BetaShares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

EIGA

A200

Popularity

Low

Medium

Pearlers invested

62

4,875

Median incremental investment

$599.77

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$1,534.68

$3,657.68

Average age group

> 35

26 - 35


Key Summary

EIGA

A200

Strategy

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).

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

BHP Group Ltd (13.12 %)

Commonwealth Bank of Australia (6.19 %)

CSL Ltd (6.01 %)

COMMONWEALTH BANK OF AUSTRALIA (10.75 %)

BHP GROUP LTD (8.22 %)

CSL LTD (5.45 %)

Top 3 industries

Materials (36.73 %)

Financials (26.98 %)

Health Care (10.75 %)

Financials (33.72 %)

Materials (18.17 %)

Health Care (8.79 %)

Top 3 countries

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.8 %

0.04 %


Key Summary

EIGA

A200

Issuer

Perennial

BetaShares

Tracking index

S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.8 %

0.04 %

Price

$3.92

$140.68

Size

N/A

$6.134 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

6.44 %

5.25 %

Market

ASX

ASX

First listed date

07/05/2018

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

EIGA

A200

Popularity

Low

Medium

Pearlers invested

62

4,875

Median incremental investment

$599.77

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$1,534.68

$3,657.68

Average age group

> 35

26 - 35


Pros and Cons

EIGA

A200

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

EIGA

A200

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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