Compare AU

Compare EX20 vs. IMLC

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 IMLC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EX20

IMLC

Popularity

Low

Low

Pearlers invested

22

1

Median incremental investment

$1,993.50

$997.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,277.75

$2,010.96

Average age group

> 35

< 26


Key Summary

EX20

IMLC

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 344.55m 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.

IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis.

Top 3 holdings

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

IML Conc Aus Shares Fund (Quoted Managed Fund) (100 %)

Top 3 industries

Materials (16.44 %)

Financials (13.89 %)

Industrials (13.22 %)

Top 3 countries

Australia (94.82 %)

New Zealand (3.79 %)

United States (0.62 %)

Management fee

0.25 %

0.993 %


Key Summary

EX20

IMLC

Issuer

BetaShares

IML

Tracking index

Nasdaq Australia Completion Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.993 %

Price

$21.58

$3.99

Size

$344.968 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.56 %

0.52 %

Market

ASX

ASX

First listed date

07/10/2016

31/07/2023

Purchase fee

$6.50

$6.50


Community Stats

EX20

IMLC

Popularity

Low

Low

Pearlers invested

22

1

Median incremental investment

$1,993.50

$997.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,277.75

$2,010.96

Average age group

> 35

< 26


Pros and Cons

EX20

IMLC

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

IMLC

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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