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Compare ETHI 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 Betashares Global Sustainability Leaders ETF (ETHI) and the Perennial Income Generator Active ETF (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ETHI | EIGA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,913 | 53 |
Median incremental investment | $790.50 | $550.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.90 | $1,240.16 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | EIGA | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 | KRW - KOREAN WON (0 %) BROADCOM INC (7.26 %) NVIDIA CORP (6.11 %) | Commonwealth Bank of Australia (9.71 %) BHP Group Ltd (9.58 %) National Australia Bank Ltd (7.76 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | Australia (97.50 %) United States (2.50 %) |
Management fee | 0.59 % | 0.8 % |
Key Summary
ETHI | EIGA | |
|---|---|---|
Issuer | BetaShares | Perennial |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.8 % |
Price | $14.74 | $3.68 |
Size | $3.556 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.51 % | 5.75 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | EIGA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,913 | 53 |
Median incremental investment | $790.50 | $550.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.90 | $1,240.16 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | EIGA | |
|---|---|---|
Pros |
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Cons |
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ETHI | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |