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Compare EIGA vs. AEBD
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 Perennial Income Generator Active ETF (EIGA) and the Betashares Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EIGA | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 1 |
Median incremental investment | $543.50 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,197.90 | $5,050.98 |
Average age group | > 35 | > 35 |
Key Summary
EIGA | AEBD | |
|---|---|---|
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). | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | BHP Group Ltd (10.70 %) Commonwealth Bank of Australia (9.53 %) Rio Tinto Ltd (4.89 %) | AUD - AUSTRALIA DOLLAR (1.51 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.48 %) KOMMUNALBANKEN AS 5.25% APR-34 (1.41 %) |
Top 3 industries | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) | |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 0.8 % | 0.34 % |
Key Summary
EIGA | AEBD | |
|---|---|---|
Issuer | Perennial | BetaShares |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.34 % |
Price | $3.60 | $51.19 |
Size | N/A | $61.643 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.54 % | 1.89 % |
Market | ASX | ASX |
First listed date | 07/05/2018 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EIGA | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 1 |
Median incremental investment | $543.50 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,197.90 | $5,050.98 |
Average age group | > 35 | > 35 |
Pros and Cons
EIGA | AEBD | |
|---|---|---|
Pros |
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Cons |
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EIGA | AEBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |