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Compare EINC vs. ULTB

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 are a popular choice. Two options in the ASX are EINC and ULTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EINC

ULTB

Popularity

Low

N/A

Pearlers invested

3

0

Median incremental investment

$765.45

$0

Median investment frequency

Monthly

N/A

Median total investment

$10,412.38

$0

Average age group

> 35

N/A


Key Summary

EINC

ULTB

Strategy

EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.13m in AUM and 47 holdings. 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

N/A

Top 3 holdings

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

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %)

Top 3 industries

Top 3 countries

Australia (97.66 %)

New Zealand (2.34 %)

Management fee

0.85 %

0 %


Key Summary

EINC

ULTB

Issuer

BetaShares

Tracking index

Asset class

ETF

Stock

Management fee

0.85 %

0 %

Price

$8.88

$97.03

Size

$22.700 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

5.87 %

- %

Market

ASX

ASX

First listed date

19/02/2018

05/09/2024

Purchase fee

$6.50

$6.50


Community Stats

EINC

ULTB

Popularity

Low

N/A

Pearlers invested

3

0

Median incremental investment

$765.45

$0

Median investment frequency

Monthly

N/A

Median total investment

$10,412.38

$0

Average age group

> 35

N/A


Pros and Cons

EINC

ULTB

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

EINC

ULTB

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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