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Compare G200 vs. ADEF
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 Wealthbuilder Aus200 Geared Complex ETF (G200) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
G200 | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 43 | 0 |
Median incremental investment | $3,025.52 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $9,389.12 | $0 |
Average age group | > 35 | N/A |
Key Summary
G200 | ADEF | |
|---|---|---|
Strategy | G200.AX was created on 2024-04-19 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. G200.AX seeks to help investors build long-term wealth by providing a cost-effective way to benefit from moderately geared exposure to the returns of the broad Australian sharemarket. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | BETASHARES AUSTRALIA 200 ETF (154.61 %) AUD - AUSTRALIA DOLLAR (-54.61 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) | |
Top 3 countries | Australia (95.79 %) United States (2.93 %) New Zealand (0.50 %) | |
Management fee | 0.35 % | 0 % |
Key Summary
G200 | ADEF | |
|---|---|---|
Issuer | BetaShares | Apostle |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0 % |
Price | $31.72 | $5.91 |
Size | $25.476 million | $16.510 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.71 % | 0.32 % |
Market | ASX | ASX |
First listed date | 22/04/2024 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
G200 | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 43 | 0 |
Median incremental investment | $3,025.52 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $9,389.12 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
G200 | ADEF | |
|---|---|---|
Pros |
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Cons |
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G200 | ADEF |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |