Compare AU
Compare EX20 vs. E200
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 SPDR S&P/ASX 200 Esg Fund (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EX20 | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 21 |
Median incremental investment | $1,993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,584.46 | $1,130.04 |
Average age group | > 35 | > 35 |
Key Summary
EX20 | E200 | |
|---|---|---|
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. | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 55.27m in AUM and 106 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | SUNCORP GROUP LTD (2.54 %) COCHLEAR LTD (2.45 %) BRAMBLES LTD (2.39 %) | Commonwealth Bank of Australia (14.67 %) CSL Ltd (7.56 %) National Australia Bank Ltd (6.43 %) |
Top 3 industries | Materials (16.44 %) Financials (13.89 %) Industrials (13.22 %) | Financials (56.75 %) Health Care (13.72 %) Consumer Discretionary (8.63 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) |
Management fee | 0.25 % | 0.05 % |
Key Summary
EX20 | E200 | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.05 % |
Price | $21.79 | $26.28 |
Size | $370.934 million | $53.824 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.56 % | 6.06 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 21 |
Median incremental investment | $1,993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,584.46 | $1,130.04 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | E200 | |
|---|---|---|
Pros |
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Cons |
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EX20 | E200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |