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Compare EX20 vs. AUST
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 Australian Ex-20 Portfolio Diversifier ETF (EX20) and the Betashares Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EX20 | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 1 |
Median incremental investment | $1,993.50 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,999.60 | $1,965.60 |
Average age group | > 35 | < 26 |
Key Summary
EX20 | AUST | |
|---|---|---|
Strategy | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) NORTHERN STAR RESOURCES LTD (2.96 %) EVOLUTION MINING LTD (2.76 %) | SPI 200 FUTURES JUN26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (10.67 %) BHP GROUP LTD (9.68 %) |
Top 3 industries | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) |
Top 3 countries | Australia (89.03 %) United States (7.23 %) New Zealand (1.43 %) | Australia (95.40 %) United States (3.05 %) New Zealand (0.60 %) |
Management fee | 0.25 % | 0.49 % |
Key Summary
EX20 | AUST | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | S&P/ASX 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.49 % |
Price | $21.55 | $17.55 |
Size | $613.983 million | $32.449 million |
10Y return | N/A | 20.29 % |
Annual distribution yield (5Y) | 3.01 % | 3.57 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 1 |
Median incremental investment | $1,993.50 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,999.60 | $1,965.60 |
Average age group | > 35 | < 26 |
Pros and Cons
EX20 | AUST | |
|---|---|---|
Pros |
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Cons |
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EX20 | AUST |
|---|---|
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 |