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Compare ESTX vs. BOND
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 Global X Euro Stoxx 50 ETF (ESTX) and the State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESTX | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 11 |
Median incremental investment | $1,058.54 | $516.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,620.42 | $582.13 |
Average age group | > 35 | > 35 |
Key Summary
ESTX | BOND | |
|---|---|---|
Strategy | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 50.37m in AUM and 257 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. |
Top 3 holdings | ASML Holding NV (11.13 %) Siemens AG (4.68 %) TotalEnergies SE (3.80 %) | Australia (Commonwealth of) 3.75% (1.70 %) Australia (Commonwealth of) 4.25% (1.69 %) Australia (Commonwealth of) 4.75% (1.27 %) |
Top 3 industries | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) | |
Top 3 countries | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) | |
Management fee | 0.35 % | 0.1 % |
Key Summary
ESTX | BOND | |
|---|---|---|
Issuer | ETFS | SPDR |
Tracking index | Euro STOXX 50 | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.1 % |
Price | $109.70 | $25.28 |
Size | $454.736 million | $50.657 million |
10Y return | N/A | -4.75 % |
Annual distribution yield (5Y) | 3.14 % | 1.53 % |
Market | ASX | ASX |
First listed date | 21/07/2016 | 27/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESTX | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 11 |
Median incremental investment | $1,058.54 | $516.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,620.42 | $582.13 |
Average age group | > 35 | > 35 |
Pros and Cons
ESTX | BOND | |
|---|---|---|
Pros |
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Cons |
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ESTX | BOND |
|---|---|
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 |