Compare AU
Compare EX20 vs. IVE
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 MSCI EAFE Europe, Australasia and the Far East (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EX20 | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 33 |
Median incremental investment | $1,993.50 | $1,818.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,561.43 | $7,043.52 |
Average age group | > 35 | > 35 |
Key Summary
EX20 | IVE | |
|---|---|---|
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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | BRAMBLES LTD (3.00 %) SUNCORP GROUP LTD (2.72 %) XERO LTD (2.64 %) | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) |
Top 3 industries | Materials (15.11 %) Financials (15.11 %) Industrials (13.27 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | United States (99.97 %) |
Management fee | 0.25 % | 0.32 % |
Key Summary
EX20 | IVE | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.32 % |
Price | $21.48 | $121.34 |
Size | $364.270 million | $510.834 million |
10Y return | N/A | 62.22 % |
Annual distribution yield (5Y) | 3.56 % | 2.56 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 33 |
Median incremental investment | $1,993.50 | $1,818.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,561.43 | $7,043.52 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | IVE | |
|---|---|---|
Pros |
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Cons |
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EX20 | IVE |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |