Compare AU

Compare EX20 vs. HQUS

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, shares and ETFs are a popular choice. Two options in the ASX are EX20 and HQUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EX20

HQUS

Popularity

Low

Low

Pearlers invested

21

2

Median incremental investment

$1,993.50

$856.94

Median investment frequency

Monthly

Monthly

Median total investment

$2,435.40

$860.70

Average age group

> 35

> 35


Key Summary

EX20

HQUS

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.

HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR.

Top 3 holdings

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

BetaShares S&P 500 Equal Weight Currency Hedged ETF (100 %)

Top 3 industries

Materials (16.44 %)

Financials (13.89 %)

Industrials (13.22 %)

Top 3 countries

Australia (89.38 %)

United States (5.50 %)

New Zealand (3.83 %)

Management fee

0.25 %

0.29 %


Key Summary

EX20

HQUS

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Australia Completion Cap Index - AUD

S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.25 %

0.29 %

Price

$22.55

$45.30

Size

$357.996 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.56 %

- %

Market

ASX

ASX

First listed date

07/10/2016

11/07/2024

Purchase fee

$6.50

$6.50


Community Stats

EX20

HQUS

Popularity

Low

Low

Pearlers invested

21

2

Median incremental investment

$1,993.50

$856.94

Median investment frequency

Monthly

Monthly

Median total investment

$2,435.40

$860.70

Average age group

> 35

> 35


Pros and Cons

EX20

HQUS

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

EX20

HQUS

Higher exposure to AU market

Lower 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

Higher distribution yield

Lower distribution yield

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