Compare AU
Compare ESTX vs. ULTB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ESTX and ULTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ESTX | ULTB | |
---|---|---|
Popularity | Low | N/A |
Pearlers invested | 66 | 0 |
Median incremental investment | $1,009.51 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,448.33 | $0 |
Average age group | > 35 | N/A |
Key Summary
ESTX | ULTB | |
---|---|---|
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. | N/A |
Top 3 holdings | ASML Holding NV (7.44 %) SAP SE (6.60 %) Lvmh Moet Hennessy Louis Vuitton SE (4.45 %) | iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %) |
Top 3 industries | Information Technology (33.46 %) Industrials (18.88 %) Consumer Discretionary (10.19 %) | |
Top 3 countries | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) | |
Management fee | 0.35 % | 0 % |
Key Summary
ESTX | ULTB | |
---|---|---|
Issuer | ETFS | |
Tracking index | Euro STOXX 50 | |
Asset class | ETF | Stock |
Management fee | 0.35 % | 0 % |
Price | $89.03 | $97.03 |
Size | $160.738 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.26 % | - % |
Market | ASX | ASX |
First listed date | 21/07/2016 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESTX | ULTB | |
---|---|---|
Popularity | Low | N/A |
Pearlers invested | 66 | 0 |
Median incremental investment | $1,009.51 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,448.33 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
ESTX | ULTB | |
---|---|---|
Pros |
| |
Cons |
|
ESTX | 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 |