Compare AU
Compare EIGA vs. EAFZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are EIGA and EAFZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EIGA | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 2 |
Median incremental investment | $599.39 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,505.43 | $27,165.59 |
Average age group | > 35 | > 35 |
Key Summary
EIGA | EAFZ | |
|---|---|---|
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). | N/A |
Top 3 holdings | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) | Ellerston Asia Growth Fund (Hedge Fund) (100 %) |
Top 3 industries | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) | |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 0.8 % | 0 % |
Key Summary
EIGA | EAFZ | |
|---|---|---|
Issuer | Perennial | |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | |
Asset class | ETF | Stock |
Management fee | 0.8 % | 0 % |
Price | $3.89 | $7.46 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 6.44 % | 0.32 % |
Market | ASX | ASX |
First listed date | 07/05/2018 | 07/06/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EIGA | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 2 |
Median incremental investment | $599.39 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,505.43 | $27,165.59 |
Average age group | > 35 | > 35 |
Pros and Cons
EIGA | EAFZ | |
|---|---|---|
Pros |
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Cons |
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EIGA | EAFZ |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |