Compare AU
Compare EIGA vs. BNDS
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 Fund (Managed Fund) (EIGA) and the BetaShares Westn Asset Aus Bond Fund (Managed Fund) (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EIGA | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 13 |
Median incremental investment | $599.39 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,486.08 | $916.50 |
Average age group | > 35 | > 35 |
Key Summary
EIGA | BNDS | |
|---|---|---|
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). | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. |
Top 3 holdings | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.26 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.63 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.61 %) |
Top 3 industries | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) | Other (99.56 %) Communication Services (0.44 %) |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 0.8 % | 0.42 % |
Key Summary
EIGA | BNDS | |
|---|---|---|
Issuer | Perennial | BetaShares |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | Bloomberg AusBond Composite Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.42 % |
Price | $3.84 | $23.50 |
Size | N/A | $786.559 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.44 % | 2.44 % |
Market | ASX | ASX |
First listed date | 07/05/2018 | 16/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EIGA | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 13 |
Median incremental investment | $599.39 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,486.08 | $916.50 |
Average age group | > 35 | > 35 |
Pros and Cons
EIGA | BNDS | |
|---|---|---|
Pros |
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Cons |
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EIGA | BNDS |
|---|---|
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 |