Compare AU
Compare ERTH vs. MTUM
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 BetaShares Climate Change Innovation ETF (ERTH) and the BetaShares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ERTH | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 367 | 2 |
Median incremental investment | $601.67 | $308.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $918.00 | $654.24 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ERTH | MTUM | |
|---|---|---|
Strategy | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. | N/A |
Top 3 holdings | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) | COMMONWEALTH BANK OF AUSTRALIA (9.88 %) WESTPAC BANKING CORP (9.72 %) NATIONAL AUSTRALIA BANK LTD (9.59 %) |
Top 3 industries | Other (56.12 %) Information Technology (13.12 %) Industrials (11.87 %) | Financials (53.93 %) Consumer Discretionary (13.51 %) Real Estate (10.81 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | |
Management fee | 0.55 % | 0 % |
Key Summary
ERTH | MTUM | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | Stock |
Management fee | 0.55 % | 0 % |
Price | $9.02 | $27.76 |
Size | $94.787 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.60 % | 0.19 % |
Market | ASX | ASX |
First listed date | 10/03/2021 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ERTH | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 367 | 2 |
Median incremental investment | $601.67 | $308.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $918.00 | $654.24 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ERTH | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
ERTH | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher dividend/distribution yield | Lower dividend/distribution yield |