Compare AU

Compare EX20 vs. CRED

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Ex-20 Portfolio Diversifier ETF

ASX

Buy

Buy

Overview
Performance

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 Australian Investment Grade Corporate Bond ETF (CRED). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

EX20

CRED

Popularity

Low

Low

Pearlers invested

21

20

Median incremental investment

$1,993.50

$3,000.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,435.40

$5,877.75

Average age group

> 35

> 35


Key Summary

EX20

CRED

Strategy

EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 342.68m in AUM and 180 holdings. 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.

CRED.AX was created on 2018-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. CRED.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds.

Top 3 holdings

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

CONTACT ENERGY LTD 6.398% NOV-30 (2.22 %)

VICINITY CENTRES TRUST 6.19% APR-34 (2.22 %)

REGISTRY FINANCE PTY LTD 5.739% JUN-34 (2.16 %)

Top 3 industries

Materials (16.44 %)

Financials (13.89 %)

Industrials (13.22 %)

Other (99.06 %)

Communication Services (0.94 %)

Top 3 countries

Australia (89.38 %)

United States (5.50 %)

New Zealand (3.83 %)

Management fee

0.25 %

0.25 %


Key Summary

EX20

CRED

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Australia Completion Cap Index - AUD

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.25 %

Price

$22.74

$23.16

Size

$357.996 million

$953.736 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.56 %

4.57 %

Market

ASX

ASX

First listed date

07/10/2016

04/06/2018

Purchase fee

$6.50

$6.50


Community Stats

EX20

CRED

Popularity

Low

Low

Pearlers invested

21

20

Median incremental investment

$1,993.50

$3,000.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,435.40

$5,877.75

Average age group

> 35

> 35


Pros and Cons

EX20

CRED

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

EX20

CRED

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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