Compare AU
Compare ESTX vs. EIGA
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 Perennial Income Generator Fund (Managed Fund) (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESTX | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 60 |
Median incremental investment | $1,014.43 | $575.09 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,148.67 | $1,111.34 |
Average age group | > 35 | > 35 |
Key Summary
ESTX | EIGA | |
|---|---|---|
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. | 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). |
Top 3 holdings | ASML Holding NV (8.06 %) SAP SE (7.33 %) Lvmh Moet Hennessy Louis Vuitton SE (4.61 %) | BHP Group Ltd (10.78 %) Commonwealth Bank of Australia (7.47 %) CSL Ltd (7.40 %) |
Top 3 industries | Information Technology (34.25 %) Industrials (18.42 %) Consumer Discretionary (10.80 %) | Financials (32.32 %) Materials (24.48 %) Other (16.04 %) |
Top 3 countries | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.35 % | 0.8 % |
Key Summary
ESTX | EIGA | |
|---|---|---|
Issuer | ETFS | Perennial |
Tracking index | Euro STOXX 50 | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.8 % |
Price | $101.42 | $3.63 |
Size | $205.982 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.24 % | 6.54 % |
Market | ASX | ASX |
First listed date | 21/07/2016 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESTX | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 60 |
Median incremental investment | $1,014.43 | $575.09 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,148.67 | $1,111.34 |
Average age group | > 35 | > 35 |
Pros and Cons
ESTX | EIGA | |
|---|---|---|
Pros |
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Cons |
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ESTX | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |