Compare AU

Compare EX20 vs. E200

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 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

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

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

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