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Compare GBND 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 Global Green Bond Currency Hedged ETF (GBND) 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
GBND | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 24 | 0 |
Median incremental investment | $1,087.70 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,588.08 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
GBND | ADEF | |
|---|---|---|
Strategy | GBND.AX was created on 2019-11-26 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian and Global Select Sustainability Leaders Bond TR Index - AUD Hedged, before taking into account fees and expenses. | 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 | EURO-OAT FUTURE JUN26 (0 %) US 2YR NOTE (CBT) JUN26 (0 %) US 10YR NOTE (CBT)JUN26 (0 %) | Applied Materials Inc (4.60 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.32 %) Alphabet Inc Class C (4.14 %) |
Top 3 industries | Other (74.40 %) Communication Services (25.60 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | United States (58.40 %) France (11.68 %) Switzerland (4.50 %) | |
Management fee | 0.49 % | 0 % |
Key Summary
GBND | ADEF | |
|---|---|---|
Issuer | BetaShares | Apostle |
Tracking index | Solactive Australian and Global Select Sustainability Leaders Bond Hedged to AUD Index - AUD | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0 % |
Price | $20.36 | $5.73 |
Size | $198.924 million | $14.624 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.77 % | 0.32 % |
Market | ASX | ASX |
First listed date | 28/11/2019 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GBND | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 24 | 0 |
Median incremental investment | $1,087.70 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,588.08 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
GBND | ADEF | |
|---|---|---|
Pros |
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Cons |
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GBND | ADEF |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |