Compare AU
Compare IGB vs. EX20
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 iShares Treasury ETF (IGB) and the BetaShares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IGB | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 23 |
Median incremental investment | $836.78 | $1,765.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,918.02 | $3,630.92 |
Average age group | 26 - 35 | > 35 |
Key Summary
IGB | EX20 | |
|---|---|---|
Strategy | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 378.59m in AUM and 30 holdings. 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 bond market and is comprised of fixed income securities issued by the Australian Treasury. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 386.32m in AUM and 181 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) | BRAMBLES LTD (3.26 %) XERO LTD (2.63 %) RESMED INC (2.57 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Materials (16.45 %) Financials (14.26 %) Industrials (13.94 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | |
Management fee | 0.26 % | 0.25 % |
Key Summary
IGB | EX20 | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg AusBond Treasury (0+Y) | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.25 % |
Price | $98.36 | $21.11 |
Size | $384.928 million | $391.061 million |
10Y return | -8.89 % | N/A |
Annual distribution yield (5Y) | 1.76 % | 3.49 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGB | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 23 |
Median incremental investment | $836.78 | $1,765.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,918.02 | $3,630.92 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IGB | EX20 | |
|---|---|---|
Pros |
| |
Cons |
|
IGB | EX20 |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |