Compare AU
Compare FUTR vs. IYLD
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 iShares Yield Plus ETF (IYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FUTR | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $503.39 | $199.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,465.32 | $1,598.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
FUTR | IYLD | |
|---|---|---|
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 | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). |
Top 3 holdings | Microsoft Corp (5.66 %) NVIDIA Corp (4.22 %) Schneider Electric SE (3.33 %) | LIBERTY FINANCIAL PTY LTD MTN RegS (1.64 %) NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.62 %) CIP FUNDING PTY LTD MTN RegS (1.48 %) |
Top 3 industries | Industrials (35.37 %) Information Technology (30.29 %) Financials (17.04 %) | Other (98.64 %) Financials (1.30 %) Consumer Discretionary (1.10 %) |
Top 3 countries | United States (63.63 %) France (7.69 %) Canada (6.06 %) | |
Management fee | 0.8 % | 0.12 % |
Key Summary
FUTR | IYLD | |
|---|---|---|
Issuer | Janus Henderson | iShares |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.12 % |
Price | $35.99 | $99.90 |
Size | N/A | $50.848 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.42 % | 2.43 % |
Market | ASX | ASX |
First listed date | 21/09/2021 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUTR | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $503.39 | $199.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,465.32 | $1,598.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FUTR | IYLD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FUTR | IYLD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |