Compare AU
Compare HVLU vs. E200
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HVLU and E200. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | E200 | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 20 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,126.25 |
Average age group | N/A | > 35 |
Key Summary
HVLU | E200 | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 52.55m in AUM and 106 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | VanEck MSCI International Value (Aud Hedged) ETF (100 %) | Commonwealth Bank of Australia (14.24 %) CSL Ltd (7.45 %) National Australia Bank Ltd (6.65 %) |
Top 3 industries | Financials (57.24 %) Health Care (13.97 %) Consumer Discretionary (8.25 %) | |
Top 3 countries | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) | |
Management fee | 0.29 % | 0.05 % |
Key Summary
HVLU | E200 | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.05 % |
Price | $26.96 | $26.50 |
Size | $5.356 million | $54.581 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.78 % | 6.06 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | E200 | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 20 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,126.25 |
Average age group | N/A | > 35 |
Pros and Cons
HVLU | E200 | |
|---|---|---|
Pros |
| |
Cons |
|
HVLU | E200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |