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Compare EX20 vs. FUEL
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 Global Energy Comp Currency Hedged ETF (FUEL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EX20 | FUEL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 45 |
Median incremental investment | $1,593.00 | $1,145.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,664.90 | $1,972.08 |
Average age group | > 35 | > 35 |
Key Summary
EX20 | FUEL | |
|---|---|---|
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. | FUEL.AX was created on 2016-06-16 by BetaShares. The fund's investment portfolio concentrates primarily on energy equity. The fund aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars. |
Top 3 holdings | SPI 200 FUTURES DEC25 (0 %) NORTHERN STAR RESOURCES LTD (3.43 %) XERO LTD (2.46 %) | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) |
Top 3 industries | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) | Other (80.63 %) Communication Services (33.88 %) Energy (18.47 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | United States (57.44 %) Canada (14.15 %) United Kingdom of Great Britain and Northern Ireland (11.60 %) |
Management fee | 0.25 % | 0.57 % |
Key Summary
EX20 | FUEL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | Nasdaq Global ex-Australia Energy Hedged AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.57 % |
Price | $24.63 | $6.64 |
Size | $591.064 million | $124.543 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.86 % | 3.23 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 20/06/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | FUEL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 45 |
Median incremental investment | $1,593.00 | $1,145.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,664.90 | $1,972.08 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | FUEL | |
|---|---|---|
Pros |
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Cons |
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EX20 | FUEL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |