Compare AU

Compare FAIR vs. ULTB

Compare shares and ETFs on the ASX that you can trade on Pearler.

Australian Sustainability Leaders

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

Community Stats

FAIR

ULTB

Popularity

Medium

N/A

Pearlers invested

1,101

0

Median incremental investment

$748.76

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,530.05

$0

Average age group

26 - 35

N/A


Key Summary

FAIR

ULTB

Strategy

The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses.

N/A

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

SUNCORP GROUP LTD (4.66 %)

COCHLEAR LTD (4.61 %)

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %)

Top 3 industries

Financials (20.29 %)

Health Care (18.54 %)

Information Technology (14.60 %)

Top 3 countries

Australia (89.09 %)

New Zealand (6.19 %)

United States (4.72 %)

Management fee

0.49 %

0 %


Key Summary

FAIR

ULTB

Issuer

BetaShares

Tracking index

Nasdaq Future Australian Sustainability Leaders Index - AUD

Asset class

ETF

Stock

Management fee

0.49 %

0 %

Price

$21.46

$97.03

Size

$1.393 billion

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.39 %

- %

Market

ASX

ASX

First listed date

29/11/2017

05/09/2024

Purchase fee

$6.50

$6.50


Community Stats

FAIR

ULTB

Popularity

Medium

N/A

Pearlers invested

1,101

0

Median incremental investment

$748.76

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,530.05

$0

Average age group

26 - 35

N/A


Pros and Cons

FAIR

ULTB

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

FAIR

ULTB

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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