Compare AU

Compare EX20 vs. XARO

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

Community Stats

EX20

XARO

Popularity

Low

Low

Pearlers invested

22

5

Median incremental investment

$1,993.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,584.46

$1,045.88

Average age group

> 35

26 - 35


Key Summary

EX20

XARO

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.

XARO.AX was created on 2018-12-10 by ActiveX. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund targets stable return in excess of inflation over the medium term.

Top 3 holdings

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

Ardea Real Outcome Bond Complex 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 %

0.5 %


Key Summary

EX20

XARO

Issuer

BetaShares

ActiveX

Tracking index

Nasdaq Australia Completion Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.5 %

Price

$21.79

$23.77

Size

$370.934 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

3.56 %

4.09 %

Market

ASX

ASX

First listed date

07/10/2016

10/12/2018

Purchase fee

$6.50

$6.50


Community Stats

EX20

XARO

Popularity

Low

Low

Pearlers invested

22

5

Median incremental investment

$1,993.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,584.46

$1,045.88

Average age group

> 35

26 - 35


Pros and Cons

EX20

XARO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

EX20

XARO

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

Lower distribution yield

Higher distribution yield

Home