Compare AU

Compare EINC vs. E200

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

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are EINC and E200. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EINC

E200

Popularity

Low

Low

Pearlers invested

1

21

Median incremental investment

$765.45

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,050.77

$1,130.04

Average age group

26 - 35

> 35


Key Summary

EINC

E200

Strategy

EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation

E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 55.27m in AUM and 106 holdings. 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.

Top 3 holdings

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %)

Commonwealth Bank of Australia (14.67 %)

CSL Ltd (7.56 %)

National Australia Bank Ltd (6.43 %)

Top 3 industries

Financials (56.75 %)

Health Care (13.72 %)

Consumer Discretionary (8.63 %)

Top 3 countries

Australia (97.66 %)

New Zealand (2.34 %)

Australia (94.38 %)

United States (3.29 %)

New Zealand (1.72 %)

Management fee

0.85 %

0.05 %


Key Summary

EINC

E200

Issuer

BetaShares

SPDR

Tracking index

S&P/ASX 200 ESG Index - AUD

Asset class

ETF

ETF

Management fee

0.85 %

0.05 %

Price

$8.83

$26.28

Size

$19.418 million

$53.824 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

5.87 %

6.06 %

Market

ASX

ASX

First listed date

19/02/2018

04/08/2020

Purchase fee

$6.50

$6.50


Community Stats

EINC

E200

Popularity

Low

Low

Pearlers invested

1

21

Median incremental investment

$765.45

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,050.77

$1,130.04

Average age group

26 - 35

> 35


Pros and Cons

EINC

E200

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower price growth

EINC

E200

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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