Compare AU
Compare FUTR vs. BGBL
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 Janus Henderson Global Sustainable Eq Active ETF (FUTR) and the BetaShares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FUTR | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 376 |
Median incremental investment | $503.39 | $2,043.35 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,520.80 | $10,596.19 |
Average age group | > 35 | 26 - 35 |
Key Summary
FUTR | BGBL | |
|---|---|---|
Strategy | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Microsoft Corp (5.66 %) NVIDIA Corp (4.22 %) Schneider Electric SE (3.33 %) | APPLE INC (5.30 %) MICROSOFT CORP (5.02 %) NVIDIA CORP (4.56 %) |
Top 3 industries | Industrials (35.37 %) Information Technology (30.29 %) Financials (17.04 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | United States (63.63 %) France (7.69 %) Canada (6.06 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 0.8 % | 0.08 % |
Key Summary
FUTR | BGBL | |
|---|---|---|
Issuer | Janus Henderson | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.08 % |
Price | $36.80 | $73.34 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.42 % | 0.25 % |
Market | ASX | ASX |
First listed date | 21/09/2021 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUTR | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 376 |
Median incremental investment | $503.39 | $2,043.35 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,520.80 | $10,596.19 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FUTR | BGBL | |
|---|---|---|
Pros |
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Cons |
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FUTR | BGBL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |